| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $199.7M | +4.8% | 4.499% | 0.00% |
| 5 | Quantinno Capital Management LP | 2.1M | $124.6M | +36.6% | 2.808% | 0.15% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $96.3M | +1.1% | 2.170% | 0.01% |
| 7 | NORTHERN TRUST CORP | 1.5M | $89.1M | +30.1% | 2.007% | 0.01% |
| 8 | GOLDMAN SACHS GROUP INC | 1.5M | $86.3M | +271.9% | 1.944% | 0.01% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $79.4M | -0.2% | 1.790% | 0.01% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 1.3M | $77.5M | -8.4% | 1.747% | 0.03% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $64.9M | -1.1% | 1.462% | 0.01% |
| 12 | Bank of New York Mellon Corp | 1.1M | $63.5M | -2.2% | 1.431% | 0.01% |
| 13 | MORGAN STANLEY | 1.0M | $59.3M | -17.4% | 1.337% | 0.00% |
| 14 | Invesco Ltd. | 987K | $57.2M | +19.6% | 1.290% | 0.00% |
| 15 | NORGES BANK | 964K | $55.9M | β | 1.260% | 0.01% |
| 16 | WASATCH ADVISORS LP | 951K | $55.2M | -2.3% | 1.243% | 0.36% |
| 17 | JPMORGAN CHASE & CO | 873K | $51.8M | +9.2% | 1.142% | 0.00% |
| 18 | AMERICAN CENTURY COMPANIES INC | 877K | $50.9M | -6.3% | 1.146% | 0.02% |
| 19 | UBS Group AG | 730K | $42.4M | -10.5% | 0.954% | 0.01% |
| 20 | AMERIPRISE FINANCIAL INC | 669K | $35.7M | +0.5% | 0.875% | 0.01% |
| 21 | Nuveen, LLC | 535K | $31.0M | +10.2% | 0.700% | 0.01% |
| 22 | Advisors Capital Management, LLC | 527K | $30.6M | +3.9% | 0.689% | 0.32% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 484K | $28.1M | +2.9% | 0.633% | 0.01% |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 468K | $27.1M | -8.0% | 0.611% | 0.00% |
| 25 | Aberdeen Group plc | 458K | $26.6M | +4.2% | 0.599% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in EPR β a direct measure of their conviction.
| 75.09% |
| 3.83 pp |
| $2.86B |
| +8.2% |
| Q4 2024 | 358 | +4.1% | 78.92% | +10.54 pp | $2.64B | +9.2% |
| Q3 2024 | 344 | β | 68.38% | β | $2.42B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
61 institutions opened new positions in EPR during Q2 2026, while 39 fully exited. 353 added to existing positions and 58 trimmed.
EPR institutional ownership rose by 3.22 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 55.8% of all reported 13F value in EPR, and the top 25 account for 75.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
EPR Properties (EPR) Institutional Ownership