Security record · archived quarter
EPR
EPR Properties · Real Estate · REIT - Specialty
124Tracked holders
+1Δ holders
52.89MShares held
$2.63BReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +0.8% ·
share flow -2.3% ·
net new positions +1.6%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 122 | +3 | 46.32M | $2.68B | +9 | −7 |
| Q1 2026 | 123 | -1 | 45.20M | $2.25B | +7 | −9 |
| Q4 2025 | 124 | +1 | 52.89M | $2.63B | +3 | −1 |
| Q3 2025 | 19 | -1 | 34.82M | $2.01B | n/a | −2 |
| Q2 2025 | 18 | +2 | 32.46M | $1.88B | +3 | −1 |
| Q1 2025 | 13 | +3 | 10.62M | $559.06M | +4 | −1 |
| Q4 2024 | 10 | -4 | 9.69M | $430.23M | n/a | −4 |
| Q3 2024 | 13 | +1 | 5.78M | $282.82M | +1 | n/a |
| Q2 2024 | 12 | n/a | 5.65M | $236.83M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 10.84M | -0.7% | $540.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 10.39M | -4.3% | $513.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 3 | State Street Global Advisors ✦ (passive) | 3.91M | -1.4% | $196.10M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 1.66M | New | $82.82M | 0.0% | New | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 1.58M | +1.7% | $79.08M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 6 | AQR Capital Management ✦ | 1.47M | -3.5% | $73.11M | 0.0% | ▼ Trim | 7 | SEC ↗ ×6 |
| 7 | Charles Schwab Investment… | 1.34M | n/a | $67.10M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.31M | +19.7% | $65.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 9 | Quantinno Capital Management LP | 1.30M | n/a | $64.89M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Northern Trust Corp | 1.24M | n/a | $61.66M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 11 | Dimensional Fund Advisors Lp | 1.11M | n/a | $55.15M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 12 | Bank of New York Mellon Corp | 1.10M | n/a | $54.85M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 13 | Invesco Ltd. | 1.02M | n/a | $50.83M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 14 | American Century Companies Inc | 934.19K | n/a | $46.62M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 845.73K | +3.8% | $42.20M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 16 | JPMorgan Chase ✦ | 760.60K | -57.8% | $37.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 17 | Renaissance Technologies ✦ | 691.30K | -29.2% | $34.50M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 683.10K | n/a | $33.14M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 19 | Hsbc Holdings Plc | 595.52K | n/a | $29.82M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 20 | UBS Group AG | 536.25K | n/a | $26.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Prudential Financial Inc | 491.08K | n/a | $24.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Allianz Asset Management GmbH | 496.73K | n/a | $24.79M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Aberdeen Group plc | 463.78K | n/a | $23.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 24 | Legal & General Group Plc | 462.52K | n/a | $23.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Bank Of America Corp /De/ | 431.07K | n/a | $21.51M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 26 | D. E. Shaw & Co. ✦ | 382.50K | +149.3% | $19.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Nuveen, LLC | 357.57K | n/a | $17.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Millennium Management ✦ | 342.10K | +527.7% | $17.07M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 29 | Barclays Plc | 301.94K | n/a | $15.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Allspring Global Investments… | 210.84K | n/a | $10.70M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Rhumbline Advisers | 208.65K | n/a | $10.41M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wellington Management ✦ | 201.95K | -55.6% | $10.08M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 33 | Franklin Resources Inc | 196.09K | n/a | $9.78M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 34 | Alliancebernstein L.P. | 182.31K | n/a | $9.10M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Two Sigma Investments ✦ | 169.86K | +1239.6% | $8.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Principal Financial Group Inc | 163.75K | n/a | $8.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | State Of Wisconsin Investment Board | 156.62K | n/a | $7.82M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 154.92K | -19.4% | $7.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Swiss National Bank | 150.19K | n/a | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Victory Capital Management Inc | 138.41K | n/a | $6.91M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Russell Investments Group, Ltd. | 137.61K | n/a | $6.87M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 42 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 135.28K | n/a | $6.75M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | T. Rowe Price ✦ | 132.93K | -45.7% | $6.63M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 44 | Balyasny Asset Management L.P. | 131.69K | n/a | $6.57M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Citigroup Inc | 127.34K | n/a | $6.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | First Trust Advisors Lp | 121.38K | n/a | $6.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Nomura Asset Management Co Ltd | 115.24K | n/a | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Asset Management One Co., Ltd. | 106.45K | n/a | $5.37M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Universal- Beteiligungs- und… | 106.61K | n/a | $5.32M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Mercer Global Advisors Inc /Adv | 101.56K | n/a | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Gotham Asset Management ✦ | 96.43K | +314.6% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | LPL Financial LLC | 99.85K | n/a | $4.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Fidelity (FMR) ✦ | 90.14K | +57.2% | $4.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | Healthcare Of Ontario Pension Plan… | 88.00K | n/a | $4.39M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Voya Investment Management Llc | 87.52K | n/a | $4.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 56 | Envestnet Asset Management Inc | 86.02K | n/a | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Sumitomo Mitsui Trust Group, Inc. | 84.73K | n/a | $4.23M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Marshall Wace ✦ | 83.02K | New | $4.14M | 0.0% | New | 1 | SEC ↗ ×2 |
| 59 | State Board Of Administration Of… | 82.72K | n/a | $4.13M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Mitsubishi UFJ Trust & Banking Corp | 81.27K | n/a | $4.06M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Point72 Asset Management ✦ | 81.18K | New | $4.05M | 0.0% | New | 1 | SEC ↗ |
| 62 | Nomura Asset Management… | 79.81K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Corient Private Wealth LP | 90.70K | n/a | $3.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Swedbank AB | 73.03K | n/a | $3.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | California State Teachers… | 72.49K | n/a | $3.62M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Raymond James Financial Inc | 66.26K | n/a | $3.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 67 | Manufacturers Life Insurance… | 67.34K | n/a | $3.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 68 | Mitsubishi UFJ Asset Management… | 60.04K | n/a | $3.05M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Bnp Paribas Financial Markets | 60.06K | n/a | $3.00M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Osaic Holdings, Inc. | 58.43K | n/a | $2.91M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 71 | Mariner, LLC | 56.89K | n/a | $2.84M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Focus Partners Wealth | 49.95K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Zurcher Kantonalbank (Zurich… | 48.55K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Sei Investments Co | 48.20K | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 75 | Creative Planning | 44.80K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Stifel Financial Corp | 46.09K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 77 | Deutsche Bank Ag\ | 41.71K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 78 | Amundi | 40.51K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Wealth Enhancement Advisory… | 39.05K | n/a | $1.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 80 | Bank Of Montreal /Can/ | 36.65K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 81 | Cerity Partners LLC | 35.02K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 82 | Janus Henderson Group Plc | 33.16K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | New York State Common Retirement… | 32.63K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Jane Street Group, Llc | 31.78K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 85 | Tidal Investments LLC | 31.74K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Assetmark, Inc | 30.74K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Daiwa Securities Group Inc. | 30.54K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Royal Bank Of Canada | 29.95K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 89 | Mml Investors Services, Llc | 29.64K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | GAMCO Investors ✦ | 29.08K | -13.5% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Lazard Asset Management Llc | 26.78K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Neuberger Berman Group LLC | 26.25K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 93 | Cetera Investment Advisers | 23.12K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | BROOKFIELD Corp /ON/ | 37.71K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 95 | Commonwealth Equity Services, Llc | 22.46K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Wells Fargo & Company/Mn | 25.27K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 97 | Peak6 Llc | 21.00K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 98 | BNP Paribas Asset Management… | 19.12K | n/a | $954,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 99 | Cwm, Llc | 18.21K | n/a | $909,000 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Robeco Institutional Asset… | 14.77K | n/a | $737,073 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $82.82M | 0.0% |
| Marshall Wace | $4.14M | 0.0% |
| Point72 Asset Management | $4.05M | 0.0% |
Exited
| PRIMECAP Management | $5.28M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 462 holders, 60.20M shares, $2.87B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 19
Grace Elizabeth
Officer · 4.20K sh · $254,394
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 07
SC 13G: STATE STREET CORP
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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