Security record · archived quarter
EPR
EPR Properties · Real Estate · REIT - Specialty
123Tracked holders
-1Δ holders
45.20MShares held
$2.25BReported value
+7New positions
−9Exits
Momentum inputs (comparable managers):
holder breadth -0.8% ·
share flow +3.3% ·
net new positions -1.6%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | -1 | 92.21K | $4.14M | n/a | −1 |
| 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 | 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 10.17M | -2.1% | $503.28M | 0.0% | ▼ Trim | 4 | SEC ↗ ×19 |
| 2 | State Street Global Advisors ✦ (passive) | 3.84M | -1.6% | $193.25M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 3.29M | n/a | $164.17M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 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 | New | $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 | New | $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 | n/a | $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 ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Qube Research & Technologies… | $9.77M | 0.0% |
| Caisse De Depot Et Placement… | $7.32M | 0.0% |
Exited
| Norges Bank | $82.82M | was 0.0% |
| Allspring Global Investments… | $10.70M | was 0.0% |
| Healthcare Of Ontario Pension… | $4.39M | was 0.0% |
| Jane Street Group, Llc | $1.59M | was 0.0% |
| GAMCO Investors | $1.45M | was 0.0% |
| Truist Financial Corp | $347,095 | was 0.0% |
| Canada Pension Plan… | $199,600 | was 0.0% |
| Danske Bank A/S | $49,900 | was 0.0% |
| Toronto Dominion Bank | $346 | 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: Q1 2026 ·
Methodology ·
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