Security record
EPR
EPR Properties · Real Estate · REIT - Specialty
124Tracked holders
+3Δ holders
46.37MShares held
$2.68BReported value
+9New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +2.5% ·
share flow +0.8% ·
net new positions +3.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 10.47M | +2.9% | $601.69M | 0.0% | ▲ Add | 5 | SEC ↗ ×19 |
| 2 | State Street Global Advisors ✦ (passive) | 3.81M | -0.9% | $222.22M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 3.44M | +4.8% | $199.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Quantinno Capital Management LP | 2.15M | +36.6% | $124.61M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 1.66M | +1.1% | $96.33M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Northern Trust Corp | 1.54M | +30.1% | $89.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 7 | Goldman Sachs Group ✦ | 1.49M | +271.9% | $86.26M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 8 | Charles Schwab Investment… | 1.37M | -0.2% | $79.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 1.34M | -8.4% | $77.54M | 0.0% | ▼ Trim | 9 | SEC ↗ ×8 |
| 10 | Dimensional Fund Advisors Lp | 1.12M | -1.1% | $64.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 11 | Bank of New York Mellon Corp | 1.09M | -2.2% | $63.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 12 | Morgan Stanley ✦ | 1.03M | -17.4% | $59.52M | 0.0% | ▼ Trim | 4 | SEC ↗ ×12 |
| 13 | Invesco Ltd. | 986.76K | +19.6% | $57.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 14 | Norges Bank ✦ (passive) | 963.88K | New | $55.91M | 0.0% | New | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 873.40K | +9.2% | $51.76M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 16 | American Century Companies Inc | 876.67K | -6.3% | $50.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 731.67K | -10.4% | $42.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 18 | Ameriprise Financial Inc | 723.95K | +1.1% | $37.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | Nuveen, LLC | 535.17K | +10.2% | $31.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | UBS AM, a distinct business unit of… | 467.65K | -8.0% | $27.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 21 | Aberdeen Group plc | 458.02K | +4.2% | $26.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Millennium Management ✦ | 439.73K | -43.3% | $25.51M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 23 | Allianz Asset Management GmbH | 401.50K | -10.1% | $23.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Legal & General Group Plc | 380.00K | -8.3% | $22.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | Renaissance Technologies ✦ | 345.40K | -38.8% | $20.04M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 287.98K | -18.2% | $16.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 27 | Hsbc Holdings Plc | 263.21K | -21.5% | $15.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | Wellington Management ✦ | 260.62K | +1.6% | $15.12M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 29 | D. E. Shaw & Co. ✦ | 233.22K | -36.5% | $13.53M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 30 | First Trust Advisors Lp | 223.18K | +155.2% | $12.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 31 | T. Rowe Price ✦ | 219.80K | +42.8% | $12.75M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 32 | Marshall Wace ✦ | 215.87K | -52.2% | $12.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Rhumbline Advisers | 209.29K | -0.2% | $12.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Franklin Resources Inc | 197.10K | -2.0% | $11.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 35 | Universal- Beteiligungs- und… | 187.47K | +75.6% | $10.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 182.49K | -14.3% | $10.59M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 37 | Principal Financial Group Inc | 173.74K | +2.2% | $10.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Bnp Paribas Financial Markets | 171.17K | +104.8% | $9.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Victory Capital Management Inc | 168.65K | +14.8% | $9.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Raymond James Financial Inc | 168.55K | -1.5% | $9.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 41 | Jane Street Group, Llc | 164.87K | New | $9.56M | 0.0% | New | 1 | SEC ↗ ×2 |
| 42 | Corient Private Wealth LP | 163.76K | +163.6% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Alliancebernstein L.P. | 178.68K | -30.3% | $8.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Swiss National Bank | 153.49K | +2.2% | $8.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Deutsche Bank Ag\ | 151.07K | +265.2% | $8.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 46 | Caisse De Depot Et Placement Du… | 144.15K | -1.6% | $8.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 143.07K | +3.1% | $8.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | State Of Wisconsin Investment Board | 135.31K | -7.3% | $7.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Two Sigma Investments ✦ | 131.00K | -49.0% | $7.60M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 50 | Schroder Investment Management Group | 128.99K | +49.3% | $7.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Barclays Plc | 127.87K | -48.4% | $7.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 52 | Creative Planning | 123.39K | +62.4% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Nomura Asset Management Co Ltd | 123.38K | +4.5% | $7.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 122.66K | +10.5% | $7.12M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 55 | Mercer Global Advisors Inc /Adv | 122.14K | +6.5% | $7.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Prudential Financial Inc | 121.91K | +1.6% | $7.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 57 | Tudor Investment Corp Et Al | 113.19K | New | $6.57M | 0.0% | New | 1 | SEC ↗ |
| 58 | Citigroup Inc | 104.83K | -14.3% | $6.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 59 | Asset Management One Co., Ltd. | 104.49K | -1.5% | $6.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | LPL Financial LLC | 104.15K | -1.1% | $5.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 61 | Russell Investments Group, Ltd. | 96.09K | -35.1% | $5.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 62 | Nomura Asset Management… | 90.51K | 0.0% | $5.25M | 0.0% | Held | 3 | SEC ↗ |
| 63 | Osaic Holdings, Inc. | 81.84K | +17.5% | $4.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 64 | Sumitomo Mitsui Trust Group, Inc. | 81.28K | -2.0% | $4.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | State Board Of Administration Of… | 80.53K | -2.6% | $4.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Focus Partners Wealth | 76.68K | +14.7% | $4.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Swedbank AB | 73.23K | +0.2% | $4.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 68 | Voya Investment Management Llc | 71.45K | +2.3% | $4.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Sei Investments Co | 69.21K | -27.2% | $4.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 70 | Mitsubishi UFJ Asset Management… | 65.64K | +5.6% | $3.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Citadel Advisors ✦ | 61.18K | +27.6% | $3.55M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 72 | Zurcher Kantonalbank (Zurich… | 59.49K | -1.2% | $3.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Manufacturers Life Insurance… | 63.57K | +19.5% | $3.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 74 | Wells Fargo & Company/Mn | 61.26K | +13.7% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 75 | Balyasny Asset Management L.P. | 49.30K | -94.9% | $2.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Bank Of Montreal /Can/ | 49.28K | +16.9% | $2.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 77 | Envestnet Asset Management Inc | 48.24K | -9.3% | $2.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Wealth Enhancement Advisory… | 55.28K | +85.8% | $2.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 79 | Amundi | 44.08K | +5.2% | $2.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Neuberger Berman Group LLC | 41.74K | +36.8% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Stifel Financial Corp | 38.80K | +3.4% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 82 | Royal Bank Of Canada | 36.90K | +12.7% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 83 | Cerity Partners LLC | 36.31K | -11.1% | $2.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 84 | Mackenzie Financial Corp | 36.23K | New | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 85 | Cetera Investment Advisers | 32.45K | +22.1% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | New York State Common Retirement… | 31.15K | +1.7% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Daiwa Securities Group Inc. | 30.73K | -3.0% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Assetmark, Inc | 28.95K | -3.2% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Qube Research & Technologies Ltd | 24.20K | -87.6% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Tidal Investments LLC | 19.20K | -22.1% | $1.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Commonwealth Equity Services, Llc | 19.00K | -5.5% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Mariner, LLC | 17.86K | -68.2% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Mml Investors Services, Llc | 13.54K | +22.2% | $785,224 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Connor, Clark & Lunn Investment… | 13.40K | New | $777,276 | 0.0% | New | 1 | SEC ↗ |
| 95 | BROOKFIELD Corp /ON/ | 22.39K | -7.5% | $711,394 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Mitsubishi UFJ Trust & Banking Corp | 11.84K | -82.3% | $686,838 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Pictet Asset Management Holding SA | 11.27K | -2.4% | $654,005 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | HighTower Advisors, LLC | 10.86K | -11.1% | $629,710 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Robeco Institutional Asset… | 10.65K | +20.4% | $617,923 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Pacer Advisors, Inc. | 10.14K | -4.2% | $588,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $55.91M | 0.0% |
| Jane Street Group, Llc | $9.56M | 0.0% |
| Tudor Investment Corp Et Al | $6.57M | 0.0% |
| Mackenzie Financial Corp | $2.10M | 0.0% |
| Connor, Clark & Lunn… | $777,276 | 0.0% |
Exited
| Point72 Asset Management | $5.93M | was 0.0% |
| Lazard Asset Management Llc | $1.49M | was 0.0% |
| Susquehanna International… | $379,746 | was 0.0% |
| IMC-Chicago, LLC | $357,564 | was 0.0% |
| Man Group plc | $254,346 | 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: Q2 2026 ·
Methodology ·
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