Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in EPR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.3M | $595.0M | +3.3% | 13.405% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.8M | $395.0M | +3.3% | 8.900% | 0.02% |
| 3 | STATE STREET CORP | 3.8M | $222.2M | -0.9% | 4.981% | 0.00% |
| 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 | — | 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). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EPR — a direct measure of their conviction.
Filings activity in EPR during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 488 | +4.9% | 83.35% | +3.22 pp | $3.52B | +20% |
| Q1 2026 | 465 | +3.6% | 80.13% | +1.02 pp | $2.94B | +1.8% |
| Q4 2025 | 449 | +0.7% | 79.11% | 0.99 pp | $2.89B | 15% |
| Q3 2025 | 446 | +7.2% | 80.10% | +0.92 pp | $3.41B | +1.2% |
| Q2 2025 | 416 | +10% | 79.18% | +4.09 pp | $3.36B | +18% |
| Q1 2025 | 378 | +5.6% | 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 | — | 68.38% | — | $2.42B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EPR stock.
Based on Q2 2026 13F filings, institutional ownership of EPR Properties stands at 83.4%, held across 488 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EPR, with approximately 10,256,061 shares worth $0.59B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of EPR.
Our composite Smart Money Score for EPR is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
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