EPR PROPERTIES (EPR) Institutional Ownership Changes & 13F Activity

EPR PROPERTIES (EPR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Goldman Sachs Group Inc, Invesco Ltd., Balyasny Asset Management L.P., Ameriprise Financial Inc, and Goldentree Asset Management Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Manufacturers Life Insurance Company, TheBuy+330+0.6%53,524$3.10MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+74+33.2%297$17.23KQ2 2026Sep 04, 2026
Allianz Asset Management GmbhSell-45,113-10.1%401,496$23.29MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+13,243+27.6%61,179$3.55MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+98,602+158.7%160,736$9.33MQ2 2026Aug 27, 2026
Groupe La FrancaiseBuy+10,40510,405$603.59KQ2 2026Aug 25, 2026
California State Teachers Retirement SystemSell-4,115-4.4%88,573$5.14MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+7,474+6.5%122,139$7.09MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+3,5313,531$204.82KQ2 2026Aug 19, 2026
Proficio Capital Partners LlcBuy+5,1795,179$300.43KQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+4,649+93.1%9,640$559.22KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-743-0.7%108,055$6.27MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+430+6.4%7,159$415.29KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-37-44.6%46$2.70KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-7-0.3%2,335$135.00KQ2 2026Aug 17, 2026
Goldman Sachs Group IncBuy+1,087,192+271.9%1,487,023$86.26MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+986,761986,761$57.24MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Sell-925,761-94.9%49,303$2.86MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+669,332669,332$35.67MQ2 2026Aug 14, 2026
Goldentree Asset Management LpBuy+448,299448,299$25.96MQ2 2026Aug 14, 2026
Millennium Management LlcSell-335,239-43.3%439,734$25.51MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdSell-171,331-87.6%24,201$1.40MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+164,865164,865$9.56MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-134,077-36.5%233,216$13.53MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-125,722-49.0%131,000$7.60MQ2 2026Aug 14, 2026
Aqr Capital Management LlcSell-122,941-8.4%1,336,730$77.54MQ2 2026Aug 14, 2026
Barclays PlcSell-119,818-48.4%127,872$7.42MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlBuy+113,185113,185$6.57MQ2 2026Aug 14, 2026
Exoduspoint Capital Management, LpBuy+82,72082,720$4.80MQ2 2026Aug 14, 2026
Schonfeld Strategic Advisors LlcBuy+82,70682,706$4.80MQ2 2026Aug 14, 2026
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Frequently asked questions about EPR activity

  • Which institutional owners are buying EPR?

    Institutional owners buying EPR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EPR activity?

    "Buy" means an investor increased their reported position in EPR compared to the prior reporting period. This reflects growing exposure to EPR PROPERTIES (EPR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EPR increasing?

    Institutional interest in EPR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.