Ficha del valor · trimestre archivado
EPR
EPR Properties · Real Estate · REIT - Specialty
123Tenedores rastreados
-1Δ titulares
45.20MAcciones mantenidas
$2.25BValor declarado
+7Nuevas posiciones
−9Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -0.8% ·
flujo de acciones +3.3% ·
nuevas posiciones netas -1.6%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 124 | +3 | 46.37M | $2.68B | +9 | −5 |
| 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 | — | −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 | — | −4 |
| Q3 2024 | 13 | +1 | 5.78M | $282.82M | +1 | — |
| Q2 2024 | 12 | — | 5.65M | $236.83M | — | — |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 10.17M | -2.1% | $503.28M | 0.0% | ▼ Trim | 4 | SEC ↗ ×19 |
| 2 | State Street Global Advisors ✦ (pasivo) | 3.84M | -1.6% | $193.25M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 3.29M | — | $164.17M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 1.64M | +3.7% | $82.09M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Quantinno Capital Management LP | 1.57M | +20.9% | $78.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 1.46M | -0.4% | $72.25M | 0.0% | ▼ Trim | 8 | SEC ↗ ×8 |
| 7 | Charles Schwab Investment… | 1.37M | +2.0% | $68.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.24M | -5.0% | $62.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 9 | Northern Trust Corp | 1.18M | -4.5% | $58.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 10 | Dimensional Fund Advisors Lp | 1.13M | +2.4% | $56.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Bank of New York Mellon Corp | 1.12M | +1.8% | $55.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 12 | Balyasny Asset Management L.P. | 975.06K | +640.5% | $48.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | American Century Companies Inc | 935.99K | +0.2% | $46.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Invesco Ltd. | 825.10K | -19.0% | $41.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 15 | UBS Group AG | 816.75K | +52.3% | $40.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | JPMorgan Chase ✦ | 799.81K | +5.2% | $39.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 17 | Millennium Management ✦ | 774.97K | +126.5% | $38.72M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 715.93K | +4.8% | $34.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Renaissance Technologies ✦ | 564.40K | -18.4% | $28.20M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 20 | UBS AM, a distinct business unit of… | 508.46K | +144759.3% | $25.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 21 | Nuveen, LLC | 485.57K | +35.8% | $24.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Marshall Wace ✦ | 451.71K | +444.1% | $22.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Allianz Asset Management GmbH | 446.61K | -10.1% | $22.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Aberdeen Group plc | 439.75K | -5.2% | $21.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Legal & General Group Plc | 414.62K | -10.4% | $20.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | Goldman Sachs Group ✦ | 399.83K | +158.1% | $19.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | D. E. Shaw & Co. ✦ | 367.29K | -4.0% | $18.35M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 352.05K | -18.3% | $17.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 29 | Hsbc Holdings Plc | 335.47K | -43.7% | $16.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Two Sigma Investments ✦ | 256.72K | +51.1% | $12.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Wellington Management ✦ | 256.50K | +27.0% | $12.81M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 32 | Alliancebernstein L.P. | 256.24K | +40.5% | $12.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Barclays Plc | 247.69K | -18.0% | $12.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Gotham Asset Management ✦ | 212.86K | +120.7% | $10.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Rhumbline Advisers | 209.63K | +0.5% | $10.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Franklin Resources Inc | 201.15K | +2.6% | $10.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 37 | Qube Research & Technologies Ltd | 195.53K | Nuevo | $9.77M | 0.0% | New | 1 | SEC ↗ |
| 38 | Raymond James Financial Inc | 171.04K | +158.1% | $8.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Principal Financial Group Inc | 170.04K | +3.8% | $8.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | T. Rowe Price ✦ | 153.98K | +15.8% | $7.69M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 41 | Swiss National Bank | 150.19K | 0.0% | $7.50M | 0.0% | Held | 2 | SEC ↗ |
| 42 | Russell Investments Group, Ltd. | 148.07K | +7.6% | $7.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 43 | Victory Capital Management Inc | 146.85K | +6.1% | $7.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Caisse De Depot Et Placement Du… | 146.55K | Nuevo | $7.32M | 0.0% | New | 1 | SEC ↗ |
| 45 | State Of Wisconsin Investment Board | 146.04K | -6.8% | $7.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 138.70K | +2.5% | $6.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Citigroup Inc | 122.31K | -4.0% | $6.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Prudential Financial Inc | 119.97K | -75.6% | $5.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Point72 Asset Management ✦ | 118.69K | +46.2% | $5.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Nomura Asset Management Co Ltd | 118.02K | +2.4% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Mercer Global Advisors Inc /Adv | 114.67K | +12.9% | $5.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 111.04K | +23.2% | $5.55M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 53 | Universal- Beteiligungs- und… | 106.74K | +0.1% | $5.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Asset Management One Co., Ltd. | 106.08K | -0.4% | $5.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | LPL Financial LLC | 105.28K | +5.4% | $4.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 56 | Sei Investments Co | 95.09K | +97.3% | $4.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 57 | California State Teachers… | 92.69K | +27.9% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Nomura Asset Management… | 90.51K | +13.4% | $4.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | First Trust Advisors Lp | 87.45K | -27.9% | $4.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 60 | Schroder Investment Management Group | 86.42K | — | $4.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | Bnp Paribas Financial Markets | 83.59K | +39.2% | $4.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Sumitomo Mitsui Trust Group, Inc. | 82.97K | -2.1% | $4.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | State Board Of Administration Of… | 82.72K | 0.0% | $4.13M | 0.0% | Held | 2 | SEC ↗ |
| 64 | Creative Planning | 75.98K | +69.6% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Swedbank AB | 73.08K | +0.1% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 66 | Voya Investment Management Llc | 69.83K | -20.2% | $3.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Osaic Holdings, Inc. | 69.63K | +19.2% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 68 | Focus Partners Wealth | 66.84K | +33.8% | $3.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Mitsubishi UFJ Trust & Banking Corp | 66.72K | -17.9% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Mitsubishi UFJ Asset Management… | 62.14K | +3.5% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Corient Private Wealth LP | 62.13K | -31.5% | $3.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Zurcher Kantonalbank (Zurich… | 60.20K | +24.0% | $3.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Mariner, LLC | 56.19K | -1.2% | $2.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Manufacturers Life Insurance… | 53.19K | -21.0% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Envestnet Asset Management Inc | 53.17K | -38.2% | $2.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Wells Fargo & Company/Mn | 53.86K | +113.1% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 77 | Peak6 Llc | 48.98K | +133.2% | $2.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 78 | Citadel Advisors ✦ | 47.94K | -94.3% | $2.39M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 79 | Bank Of Montreal /Can/ | 42.16K | +15.0% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 80 | Amundi | 41.89K | +3.4% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Deutsche Bank Ag\ | 41.37K | -0.8% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 82 | Cerity Partners LLC | 40.84K | +16.6% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 83 | Stifel Financial Corp | 37.55K | -18.5% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 84 | Janus Henderson Group Plc | 33.16K | 0.0% | $1.66M | 0.0% | Held | 2 | SEC ↗ |
| 85 | Royal Bank Of Canada | 32.75K | +9.3% | $1.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 86 | Daiwa Securities Group Inc. | 31.68K | +3.7% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | New York State Common Retirement… | 30.63K | -6.1% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Neuberger Berman Group LLC | 30.50K | +16.2% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 89 | Wealth Enhancement Advisory… | 29.76K | -23.8% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Assetmark, Inc | 29.90K | -2.8% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Lazard Asset Management Llc | 29.88K | +11.6% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Cetera Investment Advisers | 26.58K | +14.9% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Tidal Investments LLC | 24.65K | -22.3% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Commonwealth Equity Services, Llc | 20.10K | -10.5% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Cwm, Llc | 15.36K | -15.7% | $767,286 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | BROOKFIELD Corp /ON/ | 24.22K | -35.8% | $735,804 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | HighTower Advisors, LLC | 12.20K | +12.1% | $609,712 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Pictet Asset Management Holding SA | 11.55K | +9.3% | $576,988 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Mml Investors Services, Llc | 11.07K | -62.6% | $553,303 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Pacer Advisors, Inc. | 10.59K | +16.3% | $529,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Qube Research & Technologies… | $9.77M | 0.0% |
| Caisse De Depot Et Placement… | $7.32M | 0.0% |
Posición cerrada
| Norges Bank | $82.82M | era 0.0% |
| Allspring Global Investments… | $10.70M | era 0.0% |
| Healthcare Of Ontario Pension… | $4.39M | era 0.0% |
| Jane Street Group, Llc | $1.59M | era 0.0% |
| GAMCO Investors | $1.45M | era 0.0% |
| Truist Financial Corp | $347,095 | era 0.0% |
| Canada Pension Plan… | $199,600 | era 0.0% |
| Danske Bank A/S | $49,900 | era 0.0% |
| Toronto Dominion Bank | $346 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 462 tenedores, 60.20M acciones, $2.87B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Aug 19
Grace Elizabeth
Officer · 4.20K acc. · $254,394
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
Aug 07
SC 13G — STATE STREET CORP
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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