DaveManuel.com · Institutional Ownership · Who Owns It
EPR PPTYS (EPR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
494
Reporting holders
$3.7B
Reported value
82.9%
Of shares outstanding
0.4%
Calls
0.2%
Puts
+24
Holder change
Institutions report 63,505,322 shares against 76,608,922 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $595.0M | 10,256,061 | 0.01% | 8q | +3.3%+$19.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $395.0M | 6,809,179 | 0.02% | 2q | +3.3%+$12.6M |
| STATE STREET CORP | $222.2M | 3,810,709 | 0.01% | 31q | -0.9%-$2.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $199.7M | 3,441,922 | 0.00% | 2q | +4.7%+$9.0M |
| Quantinno Capital Management LP | $124.6M | 2,148,163 | 0.15% | 15q | +36.6%+$33.4M |
| LSV ASSET MANAGEMENT | $114.1M | 1,966,967 | 0.21% | 17q | +35.4%+$29.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $96.3M | 1,660,236 | 0.01% | 31q | +1.1%+$1.0M |
| NORTHERN TRUST CORP | $89.1M | 1,535,465 | 0.01% | 31q | +30.1%+$20.6M |
| GOLDMAN SACHS GROUP INC | $86.3M | 1,487,023 | 0.01% | 31q | +271.9%+$63.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $79.4M | 1,369,256 | 0.01% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $77.5M | 1,336,730 | 0.03% | 31q | -8.4%-$7.1M |
| DIMENSIONAL FUND ADVISORS LP | $64.9M | 1,118,808 | 0.01% | 31q | -1.1%-$746.7K |
| Bank of New York Mellon Corp | $63.5M | 1,094,415 | 0.01% | 31q | -2.2%-$1.4M |
| MORGAN STANLEY | $59.3M | 1,022,635 | 0.00% | 35q | -17.4%-$12.5M |
| Invesco Ltd. | $57.2M | 986,761 | 0.00% | 31q | +19.6%+$9.4M |
| NORGES BANK | $55.9M | 963,880 | 0.01% | 32q | -41.9%-$40.4M |
| WASATCH ADVISORS LP | $55.2M | 951,109 | 0.36% | 2q | -2.3%-$1.3M |
| JPMORGAN CHASE & CO | $51.8M | 873,402 | 0.00% | 31q | +9.2%+$4.4M |
| AMERICAN CENTURY COMPANIES INC | $50.9M | 876,667 | 0.02% | 9q | -6.3%-$3.4M |
| UBS Group AG | $42.4M | 730,060 | 0.01% | 31q | -10.5%-$4.9M |
| AMERIPRISE FINANCIAL INC | $35.7M | 669,332 | 0.01% | 31q | +0.5%+$186.8K |
| Nuveen, LLC | $31.0M | 535,169 | 0.01% | 6q | +10.2%+$2.9M |
| Advisors Capital Management, LLC | $30.6M | 527,078 | 0.32% | 9q | +3.9%+$1.2M |
| VANGUARD FIDUCIARY TRUST CO | $28.1M | 483,990 | 0.01% | 2q | +2.9%+$796.8K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $27.1M | 467,653 | 0.00% | 31q | -8.0%-$2.4M |
| Aberdeen Group plc | $26.6M | 458,021 | 0.04% | 22q | +4.2%+$1.1M |
| GOLDENTREE ASSET MANAGEMENT LP | $26.0M | 448,299 | 1.51% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $25.5M | 439,734 | 0.01% | 31q | -43.3%-$19.4M |
| ALGERT GLOBAL LLC | $24.3M | 418,847 | 0.29% | 3q | +16.1%+$3.4M |
| Allianz Asset Management GmbH | $23.3M | 401,496 | 0.02% | 18q | -10.1%-$2.6M |
| Legal & General Group Plc | $22.0M | 380,005 | 0.00% | 31q | -8.3%-$2.0M |
| RENAISSANCE TECHNOLOGIES LLC | $20.0M | 345,400 | 0.03% | 21q | -38.8%-$12.7M |
| BANK OF AMERICA CORP /DE/ | $16.7M | 287,981 | 0.00% | 31q | -18.2%-$3.7M |
| HSBC HOLDINGS PLC | $15.3M | 263,213 | 0.01% | 31q | -21.5%-$4.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $15.1M | 260,615 | 0.00% | 6q | +1.6%+$238.9K |
| D. E. Shaw & Co., Inc. | $14.8M incl. $1.3M options PUT | 233,216 | 0.01% | 6q | -36.5%-$8.5M |
| Public Sector Pension Investment Board | $13.2M | 227,330 | 0.03% | 2q | -8.7%-$1.3M |
| JANE STREET GROUP, LLC | $13.0M incl. $3.5M options CALL+PUT | 164,865 | 0.00% | 13q | HELD |
| FIRST TRUST ADVISORS LP | $12.9M | 223,183 | 0.01% | 31q | +155.2%+$7.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $12.8M | 219,797 | 0.00% | 31q | +42.7%+$3.8M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $12.6M | 217,783 | 0.18% | 2q | +16.8%+$1.8M |
| MARSHALL WACE, LLP | $12.5M | 215,870 | 0.01% | 3q | -52.2%-$13.7M |
| RHUMBLINE ADVISERS | $12.1M | 209,286 | 0.01% | 31q | HELD |
| APG Asset Management US Inc. | $11.6M | 200,183 | 0.08% | new | NEW |
| FRANKLIN RESOURCES INC | $11.4M | 197,098 | 0.00% | 19q | -2.0%-$235.0K |
| Thrivent Financial for Lutherans | $11.2M | 193,302 | 0.02% | 31q | +14.0%+$1.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $10.9M | 187,475 | 0.02% | 7q | +75.6%+$4.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.8M CALL+PUT | options only | 0.00% | 31q | OPTIONS |
| Gotham Asset Management, LLC | $10.6M | 182,485 | 0.02% | 5q | -14.3%-$1.8M |
| PRINCIPAL FINANCIAL GROUP INC | $10.1M | 173,741 | 0.00% | 31q | +2.2%+$214.6K |
| BNP PARIBAS FINANCIAL MARKETS | $9.9M | 171,174 | 0.00% | 31q | +104.8%+$5.1M |
| VICTORY CAPITAL MANAGEMENT INC | $9.8M | 168,646 | 0.01% | 28q | +14.8%+$1.3M |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 168,547 | 0.00% | 7q | -1.5%-$144.8K |
| Corient Private Wealth LP | $9.3M | 160,736 | 0.01% | 14q | +158.7%+$5.7M |
| ALLIANCEBERNSTEIN L.P. | $8.9M | 178,680 | 0.00% | 31q | -30.3%-$3.9M |
| Swiss National Bank | $8.9M | 153,488 | 0.00% | 31q | +2.2%+$191.4K |
| DEUTSCHE BANK AG\ | $8.8M | 151,075 | 0.00% | 34q | +265.2%+$6.4M |
| Caisse de depot et placement du Quebec | $8.4M | 144,152 | 0.01% | 2q | -1.6%-$139.0K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $8.3M | 143,073 | 0.01% | 9q | +3.2%+$253.8K |
| STRS OHIO | $8.3M | 142,389 | 0.03% | 31q | -6.1%-$539.2K |
| CANADA LIFE ASSURANCE Co | $8.1M | 139,325 | 0.01% | 31q | HELD |
| ZACKS INVESTMENT MANAGEMENT | $8.1M | 138,772 | 0.06% | 6q | +5.6%+$428.5K |
| STATE OF WISCONSIN INVESTMENT BOARD | $7.8M | 135,310 | 0.02% | 31q | -7.3%-$622.3K |
| TWO SIGMA INVESTMENTS, LP | $7.6M | 131,000 | 0.01% | 6q | -49.0%-$7.3M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7.6M | 128,993 | 0.01% | 6q | +49.3%+$2.5M |
| BARCLAYS PLC | $7.4M | 127,872 | 0.00% | 31q | -48.4%-$7.0M |
| Creative Planning | $7.2M | 123,391 | 0.00% | 31q | +62.4%+$2.8M |
| NOMURA ASSET MANAGEMENT CO LTD | $7.2M | 123,380 | 0.02% | 31q | +4.5%+$310.9K |
| FMR LLC | $7.1M | 122,655 | 0.00% | 31q | +10.5%+$673.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $7.1M | 122,139 | 0.01% | 17q | +6.5%+$433.6K |
| PRUDENTIAL FINANCIAL INC | $7.1M | 121,909 | 0.01% | 31q | +1.6%+$112.2K |
| CITADEL ADVISORS LLC | $6.9M incl. $3.4M options CALL+PUT | 61,179 | 0.00% | 31q | +27.6%+$1.5M |
| TUDOR INVESTMENT CORP ET AL | $6.6M | 113,185 | 0.01% | new | NEW |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $6.3M | 108,055 | 0.02% | 31q | -0.7%-$43.1K |
| CITIGROUP INC | $6.1M | 104,833 | 0.00% | 31q | -14.3%-$1.0M |
| Asset Management One Co., Ltd. | $6.1M | 104,494 | 0.02% | 31q | -1.5%-$91.8K |
| Russell Investments Group, Ltd. | $5.6M | 96,089 | 0.00% | 31q | -35.1%-$3.0M |
| INTECH INVESTMENT MANAGEMENT LLC | $5.3M | 90,525 | 0.05% | 9q | -33.9%-$2.7M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $5.2M | 90,510 | 0.01% | 3q | HELD |
| LPL Financial LLC | $5.2M | 90,033 | 0.00% | 31q | -0.7%-$34.5K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5.1M | 88,573 | 0.00% | 31q | -4.4%-$238.7K |
| Apollo Management Holdings, L.P. | $5.0M | 86,610 | 0.06% | 2q | HELD |
| ExodusPoint Capital Management, LP | $4.8M | 82,720 | 0.03% | new | NEW |
| Schonfeld Strategic Advisors LLC | $4.8M | 82,706 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $4.7M | 81,677 | 0.01% | 26q | +17.6%+$708.5K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $4.7M | 81,633 | 0.03% | 11q | -64.7%-$8.7M |
| Sumitomo Mitsui Trust Group, Inc. | $4.7M | 81,284 | 0.00% | 31q | -2.0%-$98.0K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $4.7M | 80,535 | 0.01% | 31q | -2.6%-$126.5K |
| Retirement Systems of Alabama | $4.6M | 79,130 | 0.01% | 31q | -15.2%-$824.6K |
| Focus Partners Wealth | $4.4M | 76,676 | 0.00% | 11q | +14.7%+$570.5K |
| MACQUARIE GROUP LTD | $4.4M | 76,312 | 0.02% | 32q | -8.1%-$392.1K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $4.4M | 76,287 | 0.01% | 31q | -1.1%-$50.4K |
| Ballast Asset Management, LP | $4.3M | 74,891 | 1.73% | 12q | -1.0%-$42.1K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $4.3M | 74,176 | 0.02% | 31q | +40.0%+$1.2M |
| Swedbank AB | $4.2M | 73,232 | 0.00% | 21q | HELD |
| CAXTON ASSOCIATES LLP | $4.2M | 72,402 | 0.08% | 6q | -4.5%-$198.7K |
| VOYA INVESTMENT MANAGEMENT LLC | $4.1M | 71,451 | 0.00% | 31q | +2.3%+$93.9K |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.1M | 70,110 | 0.00% | 2q | +4.2%+$163.1K |
| SEI INVESTMENTS CO | $4.0M | 69,208 | 0.00% | 14q | -27.2%-$1.5M |
| Vanguard Investments Australia, Ltd. | $4.0M | 69,050 | 0.01% | 2q | HELD |
Showing the largest 100 of 494 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-10 | Peterson Mark Alan | EVP & Chief Financial Officer | Sold | 8,334 | $500.0K |
| 2026-08-03 | Mater Tonya L. | SVP & Chief Accounting Officer | Sold | 6,692 | $413.5K ×2 |
| 2026-06-23 | Turvey Paul Robert | SVP, General Counsel | Sold | 6,400 | $372.5K |
| 2026-08-19 | Grace Elizabeth | SVP - Human Resources & Admin | Sold | 4,200 | $254.4K |
| 2026-08-06 | Sterneck Robin Peppe | Director | Sold | 3,403 | $209.4K |
| 2026-06-23 | Johnson Gwendolyn Mary | SVP - Asset Management | Sold | 2,000 | $116.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 138 | $145.0M | 2,598,050 | 13 | 54 | 36 | 0.0% |
| Q2 2026 | 494 | $3.7B | 63,505,322 | 62 | 168 | 156 | 0.6% |
| Q1 2026 | 470 | $3.1B | 61,214,156 | 57 | 191 | 122 | 0.7% |
| Q4 2025 | 463 | $3.1B | 60,926,709 | 38 | 164 | 147 | 0.7% |
| Q3 2025 | 466 | $3.6B | 61,605,839 | 71 | 164 | 122 | 1.6% |
| Q2 2025 | 424 | $3.6B | 60,557,076 | 67 | 166 | 110 | 1.1% |
| Q1 2025 | 393 | $3.1B | 58,412,611 | 66 | 157 | 85 | 1.2% |
| Q4 2024 | 369 | $2.4B | 53,685,065 | 38 | 138 | 87 | 1.3% |
| Q3 2024 | 360 | $2.7B | 54,434,033 | 43 | 113 | 136 | 1.3% |
| Q2 2024 | 359 | $2.3B | 53,453,541 | 43 | 118 | 123 | 1.6% |
| Q1 2024 | 355 | $2.4B | 55,501,606 | 37 | 155 | 84 | 2.1% |
| Q4 2023 | 358 | $2.8B | 57,490,921 | 48 | 108 | 106 | 1.0% |
| Q3 2023 | 329 | $2.5B | 59,023,211 | 31 | 98 | 118 | 2.1% |
| Q2 2023 | 342 | $2.8B | 58,219,277 | 45 | 101 | 115 | 1.2% |
| Q1 2023 | 329 | $2.4B | 59,476,408 | 34 | 124 | 96 | 4.7% |
| Q4 2022 | 338 | $2.3B | 59,621,068 | 47 | 120 | 105 | 3.3% |
| Q3 2022 | 309 | $8.7B | 241,584,926 | 34 | 108 | 102 | 0.4% |
| Q2 2022 | 326 | $17.9B | 380,297,130 | 33 | 125 | 91 | 0.3% |
| Q1 2022 | 343 | $6.6B | 119,268,956 | 63 | 101 | 98 | 0.9% |
| Q4 2021 | 317 | $4.7B | 97,489,720 | 45 | 98 | 89 | 1.9% |
| Q3 2021 | 305 | $5.6B | 112,166,129 | 26 | 95 | 102 | 1.6% |
| Q2 2021 | 312 | $6.0B | 110,694,294 | 48 | 84 | 96 | 2.3% |
| Q1 2021 | 287 | $5.1B | 106,775,449 | 47 | 64 | 99 | 2.6% |
| Q4 2020 | 282 | $3.8B | 112,425,070 | 31 | 58 | 114 | 4.2% |
| Q3 2020 | 294 | $10.7B | 386,693,271 | 32 | 59 | 130 | 0.5% |
| Q2 2020 | 310 | $8.4B | 250,457,568 | 45 | 98 | 110 | 0.7% |
| Q1 2020 | 328 | $7.0B | 287,315,043 | 41 | 124 | 106 | 0.4% |
| Q4 2019 | 421 | $25.5B | 359,673,987 | 41 | 132 | 123 | 0.2% |
| Q3 2019 | 404 | $22.9B | 297,903,705 | 34 | 138 | 124 | 0.1% |
| Q2 2019 | 420 | $18.9B | 253,024,849 | 52 | 153 | 107 | 0.2% |
| Q1 2019 | 416 | $19.8B | 257,148,966 | 50 | 132 | 129 | 0.1% |
| Q4 2018 | 403 | $17.4B | 272,013,743 | 7 | 9 | 1 | 0.1% |