EPR Institutional Ownership & Shareholders
EPR PROPERTIES (EPR) is currently held by 488 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.63B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of EPR tracked by InsiderSet, reporting ownership valued at approximately $594.95M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $611.06M, representing an estimated gain of +2.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed EPR value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in EPR PROPERTIES (EPR).
This page ranks the largest institutional EPR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
488
Total Reported Value
$3.63B
Largest Holder
Blackrock, Inc.
Largest Position
$594.95M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 10,256,061 | $594,954,091 | $611,056,114 | +$16,102,023 | +2.71% | |
| Vanguard Portfolio Management Llc | 0.02% | 6,809,179 | $395,000,474 | $405,690,885 | +$10,690,411 | +2.71% | |
| State Street Corp | 0.01% | 3,810,709 | $222,221,161 | $227,042,042 | +$4,820,881 | +2.17% | |
| Vanguard Capital Management Llc | 0.00% | 3,441,922 | $199,665,895 | $205,069,713 | +$5,403,818 | +2.71% | |
| Quantinno Capital Management Lp | 0.15% | 2,148,163 | $124,614,948 | $127,987,552 | +$3,372,604 | +2.71% | |
| Lsv Asset Management | 0.21% | 1,966,967 | $114,104,000 | $117,191,894 | +$3,087,894 | +2.71% | |
| Geode Capital Management, Llc | 0.01% | 1,660,236 | $96,330,491 | $98,916,861 | +$2,586,370 | +2.68% | |
| Northern Trust Corp | 0.01% | 1,535,465 | $89,072,325 | $91,483,005 | +$2,410,680 | +2.71% | |
| Goldman Sachs Group Inc | 0.01% | 1,487,023 | $86,262,178 | $88,596,830 | +$2,334,652 | +2.71% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,369,256 | $79,430,541 | $81,580,272 | +$2,149,731 | +2.71% | |
| Aqr Capital Management Llc | 0.03% | 1,336,730 | $77,543,762 | $79,642,373 | +$2,098,611 | +2.71% | |
| Dimensional Fund Advisors Lp | 0.01% | 1,118,808 | $64,904,951 | $66,658,581 | +$1,753,630 | +2.70% | |
| Bank Of New York Mellon Corp | 0.01% | 1,094,415 | $63,487,003 | $65,205,246 | +$1,718,243 | +2.71% | |
| Morgan Stanley | 0.00% | 1,022,635 | $59,323,197 | $60,928,593 | +$1,605,396 | +2.71% | |
| Invesco Ltd. | 0.00% | 986,761 | $57,242,006 | $58,791,220 | +$1,549,214 | +2.71% | |
| Norges Bank | 0.01% | 963,880 | $55,914,679 | $57,427,970 | +$1,513,291 | +2.71% | |
| Jpmorgan Chase & Co | 0.00% | 873,402 | $51,758,377 | $52,037,291 | +$278,914 | +0.54% | |
| American Century Companies Inc | 0.02% | 876,667 | $50,855,452 | $52,231,820 | +$1,376,368 | +2.71% | |
| Wasatch Advisors Lp | 0.32% | 767,247 | $43,065,574 | $45,712,576 | +$2,647,002 | +6.15% | |
| Ubs Group Ag | 0.01% | 730,060 | $42,350,781 | $43,496,975 | +$1,146,194 | +2.71% | |
| Ameriprise Financial Inc | 0.01% | 669,332 | $35,666,495 | $39,878,801 | +$4,212,306 | +11.81% | |
| Nuveen, Llc | 0.01% | 535,169 | $31,045,148 | $31,885,369 | +$840,221 | +2.71% | |
| Advisors Capital Management, Llc | 0.32% | 527,078 | $30,575,799 | $31,403,307 | +$827,508 | +2.71% | |
| Vanguard Fiduciary Trust Co | 0.01% | 483,990 | $28,076,260 | $28,836,124 | +$759,864 | +2.71% | |
| Aberdeen Group Plc | 0.04% | 458,021 | $26,569,798 | $27,288,891 | +$719,093 | +2.71% | |
| Goldentree Asset Management Lp | 1.51% | 448,299 | $25,963,979 | $26,709,654 | +$745,675 | +2.87% | |
| Millennium Management Llc | 0.02% | 439,734 | $25,508,969 | $26,199,352 | +$690,383 | +2.71% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 508,456 | $25,402,462 | $30,293,808 | +$4,891,346 | +19.26% | |
| Algert Global Llc | 0.29% | 418,847 | $24,297,314 | $24,954,904 | +$657,590 | +2.71% | |
| Allianz Asset Management Gmbh | 0.02% | 401,496 | $23,290,783 | $23,921,132 | +$630,349 | +2.71% | |
| Legal & General Group Plc | 0.00% | 380,005 | $22,044,092 | $22,640,698 | +$596,606 | +2.71% | |
| Renaissance Technologies LLC | Jim Simons | 0.03% | 345,400 | $20,036,654 | $20,578,932 | +$542,278 | +2.71% |
| Bank Of America Corp | 0.00% | 287,981 | $16,705,802 | $17,157,908 | +$452,106 | +2.71% | |
| Hsbc Holdings Plc | 0.01% | 263,213 | $15,327,393 | $15,682,231 | +$354,838 | +2.32% | |
| Wellington Management Group Llp | 0.00% | 260,615 | $15,118,276 | $15,527,442 | +$409,166 | +2.71% | |
| D. E. Shaw & Co., Inc. | 0.01% | 233,216 | $13,528,860 | $13,895,009 | +$366,149 | +2.71% | |
| Public Sector Pension Investment Board | 0.03% | 227,330 | $13,187,413 | $13,544,321 | +$356,908 | +2.71% | |
| First Trust Advisors Lp | 0.01% | 223,183 | $12,946,845 | $13,297,243 | +$350,398 | +2.71% | |
| Price T Rowe Associates Inc | 0.00% | 219,797 | $12,751,000 | $13,095,505 | +$344,505 | +2.70% | |
| Cbre Investment Management Listed Real Assets Llc | 0.18% | 217,783 | $12,633,592 | $12,975,511 | +$341,919 | +2.71% | |
| Marshall Wace, Llp | 0.01% | 215,870 | $12,522,619 | $12,861,535 | +$338,916 | +2.71% | |
| Rhumbline Advisers | 0.01% | 209,286 | $12,140,636 | $12,469,260 | +$328,624 | +2.71% | |
| Apg Asset Management Us Inc. | 0.08% | 200,183 | $11,558,566 | $11,926,903 | +$368,337 | +3.19% | |
| Thrivent Financial For Lutherans | 0.02% | 193,302 | $11,214,000 | $11,516,933 | +$302,933 | +2.70% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.02% | 187,475 | $10,875,426 | $11,169,761 | +$294,335 | +2.71% | |
| Gotham Asset Management, Llc | 0.02% | 182,485 | $10,585,955 | $10,872,456 | +$286,501 | +2.71% | |
| Principal Financial Group Inc | 0.00% | 173,741 | $10,078,716 | $10,351,489 | +$272,773 | +2.71% | |
| Bnp Paribas Financial Markets | 0.01% | 171,174 | $9,929,804 | $10,198,547 | +$268,743 | +2.71% | |
| Victory Capital Management Inc | 0.01% | 168,646 | $9,783,154 | $10,047,929 | +$264,775 | +2.71% | |
| Raymond James Financial Inc | 0.00% | 168,547 | $9,777,438 | $10,042,030 | +$264,592 | +2.71% |
Frequently asked questions about EPR
Who are the largest institutional holders of EPR?
The largest institutional holders of EPR reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, Vanguard Capital Management Llc, and Quantinno Capital Management Lp. InsiderSet ranks institutional holders by their latest reported EPR position.
What is EPR institutional ownership?
This page tracks EPR positions reported by institutional investment managers through SEC Form 13F. EPR PROPERTIES (EPR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EPR?
InsiderSet currently tracks 488 institutional managers reporting EPR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EPR shareholders.
How much EPR stock do institutions own?
Institutional investment managers disclosed approximately $3.63B in EPR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EPR institutional ownership last updated?
The latest EPR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EPR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EPR position after the reporting date.
Are institutions buying or selling EPR?
Institutional buying and selling can be analyzed by comparing EPR positions across consecutive 13F reporting periods. InsiderSet's EPR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EPR ownership changes.
How has EPR institutional ownership changed over time?
InsiderSet tracks EPR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.