EPR Institutional Ownership
EPR Properties
1W: +4.0%
1M: -0.2%
3M: -11.8%
YTD: +12.3%
1Y: +5.2%
3Y: +60.5%
5Y: +46.9%
$56.01
-0.39 (-0.69%)
Weekly Expected Move ±3.4%
$52
$54
$56
$58
$60
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $152.2M held by 218 funds, 98 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — EPR
531
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
71
New Positions
175
Increased
201
Reduced
40
Closed
1.20
Put/Call Ratio
Ownership Trends
Top Institutional Holders (570 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10,256,061 | $578M | +331,543 | +3.3% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,809,179 | $384M | +217,801 | +3.3% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 3,810,709 | $215M | -33,947 | -0.9% | 46Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3,441,922 | $194M | +155,966 | +4.7% | 2Q | SEC ↗ |
| 5 | Quantinno Capital Management LP | 2,148,163 | $121M | +575,425 | +36.6% | 15Q | SEC ↗ |
| 6 | LSV ASSET MANAGEMENT | 1,966,967 | $111M | +514,209 | +35.4% | 17Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1,660,236 | $94M | +17,467 | +1.1% | 55Q | SEC ↗ |
| 8 | NORTHERN TRUST CORP | 1,535,465 | $87M | +355,015 | +30.1% | 55Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 1,487,023 | $84M | +1,087,192 | +271.9% | 15Q | SEC ↗ |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,369,256 | $77M | -2,879 | -0.2% | 15Q | SEC ↗ |
| 11 | Sixth Street Partners Management Compa NEW | 1,369,256 | $77M | — | +0.0% | 1Q | SEC ↗ |
| 12 | AQR CAPITAL MANAGEMENT LLC | 1,336,730 | $75M | -122,941 | -8.4% | 55Q | SEC ↗ |
| 13 | DIMENSIONAL FUND ADVISORS LP | 1,118,808 | $63M | -12,872 | -1.1% | 55Q | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 1,094,415 | $62M | -24,474 | -2.2% | 55Q | SEC ↗ |
| 15 | MORGAN STANLEY | 1,022,635 | $58M | -215,969 | -17.4% | 55Q | SEC ↗ |
| 16 | Invesco Ltd. | 986,761 | $56M | +161,664 | +19.6% | 55Q | SEC ↗ |
| 17 | NORGES BANK NEW | 963,880 | $54M | — | +0.0% | 1Q | SEC ↗ |
| 18 | WASATCH ADVISORS LP | 951,109 | $54M | -22,330 | -2.3% | 2Q | SEC ↗ |
| 19 | AMERICAN CENTURY COMPANIES INC | 876,667 | $49M | -59,320 | -6.3% | 9Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 873,402 | $49M | +73,592 | +9.2% | 55Q | SEC ↗ |
| 21 | UBS Group AG | 730,060 | $41M | -85,283 | -10.5% | 47Q | SEC ↗ |
| 22 | AMERIPRISE FINANCIAL INC | 669,332 | $38M | +3,505 | +0.5% | 16Q | SEC ↗ |
| 23 | Nuveen, LLC | 535,169 | $30M | +49,594 | +10.2% | 6Q | SEC ↗ |
| 24 | Advisors Capital Management, LLC | 527,078 | $30M | +19,889 | +3.9% | 9Q | SEC ↗ |
| 25 | VANGUARD FIDUCIARY TRUST CO | 483,990 | $27M | +13,735 | +2.9% | 2Q | SEC ↗ |
| 26 | UBS AM, a distinct business unit of UB | 467,653 | $26M | -40,803 | -8.0% | 55Q | SEC ↗ |
| 27 | Aberdeen Group plc | 458,021 | $26M | +18,275 | +4.2% | 22Q | SEC ↗ |
| 28 | GOLDENTREE ASSET MANAGEMENT LP NEW | 448,299 | $25M | — | +0.0% | 1Q | SEC ↗ |
| 29 | MILLENNIUM MANAGEMENT LLC | 439,734 | $25M | -335,239 | -43.3% | 50Q | SEC ↗ |
| 30 | ALGERT GLOBAL LLC | 418,847 | $24M | +58,156 | +16.1% | 3Q | SEC ↗ |
| 31 | Allianz Asset Management GmbH | 401,496 | $23M | -45,113 | -10.1% | 18Q | SEC ↗ |
| 32 | Legal & General Group Plc | 380,005 | $21M | -34,616 | -8.3% | 27Q | SEC ↗ |
| 33 | RENAISSANCE TECHNOLOGIES LLC | 345,400 | $19M | -219,000 | -38.8% | 21Q | SEC ↗ |
| 34 | BANK OF AMERICA CORP /DE | 287,981 | $16M | -64,068 | -18.2% | 15Q | SEC ↗ |
| 35 | HSBC HOLDINGS PLC | 263,213 | $15M | -72,257 | -21.5% | 53Q | SEC ↗ |
| 36 | WELLINGTON MANAGEMENT GROUP LLP | 260,615 | $15M | +4,119 | +1.6% | 6Q | SEC ↗ |
| 37 | D. E. Shaw & Co., Inc. | 233,216 | $13M | -134,077 | -36.5% | 6Q | SEC ↗ |
| 38 | Public Sector Pension Investment Board | 227,330 | $13M | -21,709 | -8.7% | 2Q | SEC ↗ |
| 39 | FIRST TRUST ADVISORS LP | 223,183 | $13M | +135,732 | +155.2% | 55Q | SEC ↗ |
| 40 | PRICE T ROWE ASSOCIATES INC /MD | 219,797 | $12M | +65,819 | +42.7% | 16Q | SEC ↗ |
| 41 | CBRE INVESTMENT MANAGEMENT LISTED REAL | 217,783 | $12M | +31,264 | +16.8% | 2Q | SEC ↗ |
| 42 | MARSHALL WACE, LLP | 215,870 | $12M | -235,840 | -52.2% | 3Q | SEC ↗ |
| 43 | RHUMBLINE ADVISERS | 209,286 | $12M | -343 | -0.2% | 55Q | SEC ↗ |
| 44 | APG Asset Management US Inc. NEW | 200,183 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 45 | FRANKLIN RESOURCES INC | 197,098 | $11M | -4,051 | -2.0% | 19Q | SEC ↗ |
| 46 | Thrivent Financial for Lutherans | 193,302 | $11M | +23,799 | +14.0% | 25Q | SEC ↗ |
| 47 | Universal- Beteiligungs- und Servicege | 187,475 | $11M | +80,739 | +75.6% | 7Q | SEC ↗ |
| 48 | Gotham Asset Management, LLC | 182,485 | $10M | -30,375 | -14.3% | 5Q | SEC ↗ |
| 49 | ALLIANCEBERNSTEIN L.P. | 178,680 | $10M | -77,557 | -30.3% | 55Q | SEC ↗ |
| 50 | PRINCIPAL FINANCIAL GROUP INC | 173,741 | $10M | +3,699 | +2.2% | 55Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,369,256 | $77M |
| NORGES BANK | 963,880 | $54M |
| GOLDENTREE ASSET MANAGEMENT LP | 448,299 | $25M |
| APG Asset Management US Inc. | 200,183 | $11M |
| JANE STREET GROUP, LLC | 164,865 | $9M |
| TUDOR INVESTMENT CORP ET AL | 113,185 | $6M |
| ExodusPoint Capital Management, LP | 82,720 | $5M |
| Schonfeld Strategic Advisors LLC | 82,706 | $5M |
| PICTON MAHONEY ASSET MANAGEMENT | 41,831 | $2M |
| MACKENZIE FINANCIAL CORP | 36,227 | $2M |
| Jupiter Topco LLC | 33,158 | $2M |
| Janney Montgomery Scott LLC | 29,935 | $2M |
| CAMBIAR INVESTORS LLC | 29,729 | $2M |
| Entropy Technologies, LP | 26,696 | $2M |
| Lighthouse Investment Partners, LLC | 13,562 | $765K |
| Connor, Clark & Lunn Investment Man | 13,399 | $756K |
| Jain Global LLC | 10,688 | $603K |
| Ameritas Advisory Services, LLC | 9,746 | $550K |
| Squarepoint Ops LLC | 7,659 | $432K |
| AlphaGrep UK Ltd | 7,500 | $423K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Freestone Grove Partners LP | 281,766 | $16M |
| Allspring Global Investments Holdin | 210,843 | $12M |
| Verition Fund Management LLC | 201,532 | $11M |
| Alberta Investment Management Corp | 152,000 | $9M |
| Point72 Asset Management, L.P. | 118,688 | $7M |
| Uniplan Investment Counsel, Inc. | 96,027 | $5M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 88,000 | $5M |
| JUPITER ASSET MANAGEMENT LTD | 69,544 | $4M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 48,142 | $3M |
| Global Assets Advisory, LLC | 43,995 | $2M |
| DARK FOREST CAPITAL MANAGEMENT LP | 42,775 | $2M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 40,719 | $2M |
| PFG Advisors | 35,650 | $2M |
| Versor Investments LP | 34,481 | $2M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 32,532 | $2M |
| LAZARD ASSET MANAGEMENT LLC | 29,880 | $2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 29,435 | $2M |
| GAMCO INVESTORS, INC. ET AL | 29,077 | $2M |
| Supplemental Annuity Collective Tru | 18,000 | $1M |
| ONTARIO TEACHERS PENSION PLAN BOARD | 14,032 | $791K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +1,087,192 | +271.9% | 1,487,023 |
| Quantinno Capital Management LP | +575,425 | +36.6% | 2,148,163 |
| LSV ASSET MANAGEMENT | +514,209 | +35.4% | 1,966,967 |
| NORTHERN TRUST CORP | +355,015 | +30.1% | 1,535,465 |
| BlackRock, Inc. | +331,543 | +3.3% | 10,256,061 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +217,801 | +3.3% | 6,809,179 |
| Invesco Ltd. | +161,664 | +19.6% | 986,761 |
| VANGUARD CAPITAL MANAGEMENT LLC | +155,966 | +4.7% | 3,441,922 |
| FIRST TRUST ADVISORS LP | +135,732 | +155.2% | 223,183 |
| DEUTSCHE BANK AG | +109,707 | +265.2% | 151,075 |
| Corient Private Wealth LP | +98,602 | +158.7% | 160,736 |
| BNP PARIBAS FINANCIAL MARKETS | +87,582 | +104.8% | 171,174 |
| Universal- Beteiligungs- und Servic | +80,739 | +75.6% | 187,475 |
| JPMORGAN CHASE & CO | +73,592 | +9.2% | 873,402 |
| PRICE T ROWE ASSOCIATES INC /MD | +65,819 | +42.7% | 219,797 |
| ALGERT GLOBAL LLC | +58,156 | +16.1% | 418,847 |
| Nuveen, LLC | +49,594 | +10.2% | 535,169 |
| Creative Planning | +47,415 | +62.4% | 123,391 |
| Edgestream Partners, L.P. | +43,550 | +377.0% | 55,102 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +42,569 | +49.3% | 128,993 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Balyasny Asset Management L.P. | -925,761 | -94.9% | 49,303 |
| MILLENNIUM MANAGEMENT LLC | -335,239 | -43.3% | 439,734 |
| MARSHALL WACE, LLP | -235,840 | -52.2% | 215,870 |
| RENAISSANCE TECHNOLOGIES LLC | -219,000 | -38.8% | 345,400 |
| MORGAN STANLEY | -215,969 | -17.4% | 1,022,635 |
| Qube Research & Technologies Ltd | -171,331 | -87.6% | 24,201 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | -149,349 | -64.7% | 81,633 |
| Y-Intercept (Hong Kong) Ltd | -147,431 | -88.7% | 18,764 |
| D. E. Shaw & Co., Inc. | -134,077 | -36.5% | 233,216 |
| TWO SIGMA INVESTMENTS, LP | -125,722 | -49.0% | 131,000 |
| AQR CAPITAL MANAGEMENT LLC | -122,941 | -8.4% | 1,336,730 |
| BARCLAYS PLC | -119,818 | -48.4% | 127,872 |
| UBS Group AG | -85,283 | -10.5% | 730,060 |
| ALLIANCEBERNSTEIN L.P. | -77,557 | -30.3% | 178,680 |
| HSBC HOLDINGS PLC | -72,257 | -21.5% | 263,213 |
| BANK OF AMERICA CORP /DE | -64,068 | -18.2% | 287,981 |
| AMERICAN CENTURY COMPANIES INC | -59,320 | -6.3% | 876,667 |
| Mitsubishi UFJ Trust & Banking Corp | -54,884 | -82.3% | 11,840 |
| Russell Investments Group, Ltd. | -51,981 | -35.1% | 96,089 |
| PEAK6 LLC | -48,953 | -100.0% | 23 |