Who Owns EPR Properties (EPR)?Hedge Fund & Institutional Holders

$56.38+0.35 (+0.63%)Real EstateNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

1.9390980884898905e+296%

QoQ Change in Holders

+8 / -2

Price History

$43.17$47.68$52.19$56.70$61.21Sep 24Jun 25Mar 26

EPR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Freestone Grove Partners LPNew Position+602K+$30.0B
Allianz Asset Management GmbHNew Position+497K+$24.0B
BANK OF AMERICA CORP /DE/Increased+45K+$19.0B
MILLENNIUM MANAGEMENT LLCIncreased+288K+$13.8B
VIRGINIA RETIREMENT SYSTEMS ET AlNew Position+222K+$11.1B
D. E. Shaw & Co., Inc.Increased+229K+$10.1B
AMERIPRISE FINANCIAL INCIncreased+257K+$9.1B
PRINCIPAL FINANCIAL GROUP INCNew Position+164K+$8.2B
Nuveen, LLCIncreased+194K+$7.5B
TWO SIGMA INVESTMENTS, LPIncreased+157K+$7.3B
Alberta Investment Management CorpNew Position+152K+$7.0B
Asset Management One Co., Ltd.New Position+106K+$5.4B
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+107K+$5.3B
BALYASNY ASSET MANAGEMENT L.P.Increased+108K+$4.6B
Retirement Systems of AlabamaNew Position+91K+$4.6B

EPR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
PRUDENTIAL FINANCIAL INCDecreased-1.5M-$92.7B
NORTHERN TRUST CORPDecreased-329K-$33.7B
Schonfeld Strategic Advisors LLCClosed Position-481K-$27.9B
RENAISSANCE TECHNOLOGIES LLCDecreased-285K-$22.6B
UBS Group AGDecreased-265K-$19.7B
WELLINGTON MANAGEMENT GROUP LLPDecreased-253K-$17.4B
JPMORGAN CHASE & CODecreased-141K-$17.3B
AQR CAPITAL MANAGEMENT LLCDecreased-53K-$14.9B
Verition Fund Management LLCDecreased-32K-$13.5B
Russell Investments Group, Ltd.Decreased-113K-$8.6B
JUPITER ASSET MANAGEMENT LTDDecreased-124K-$7.8B
BANK OF MONTREAL /CAN/Decreased-112K-$7.6B
DEUTSCHE BANK AG\Decreased-61K-$5.9B
PRIMECAP MANAGEMENT CO/CA/Closed Position-91K-$5.3B
Uniplan Investment Counsel, Inc.Decreased-88K-$5.2B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AQR CAPITAL MANAGEMENT LLC1,452,451$72.0B37.77%Share
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,344,712$67.0B10.41%Share
3DIMENSIONAL FUND ADVISORS LP1,030,259$51.0B10.70%Share
4AMERICAN CENTURY COMPANIES INC934,194$46.0B23.12%Share
5Invesco Ltd.888,077$44.3B6.79%Share
6NORTHERN TRUST CORP880,112$43.0B5.48%Share
7CITADEL ADVISORS LLC843,942$42.0B6.31%Share
8RENAISSANCE TECHNOLOGIES LLC691,300$34.0B52.75%Share
9Freestone Grove Partners LP602,312$30.0B216.89%Share
10AMERIPRISE FINANCIAL INC601,056$30.0B6.78%Share
11Allianz Asset Management GmbH496,727$24.0B24.27%Share
12Legal & General Group Plc398,657$19.0B4.21%Share
13D. E. Shaw & Co., Inc.382,495$19.0B10.42%Share
14UBS Group AG369,097$18.4B2.99%Share
15MILLENNIUM MANAGEMENT LLC342,096$17.0B7.15%Share
16Aberdeen Group plc303,869$15.2B23.48%Share
17BARCLAYS PLC301,887$15.0B3.60%Share
18APG Asset Management US Inc.287,278$14.3B112.27%Share
19PRUDENTIAL FINANCIAL INC292,089$14.0B16.91%Share
20JPMORGAN CHASE & CO292,982$14.0B0.88%Share
21Nuveen, LLC268,133$13.0B3.40%Share
22BANK OF AMERICA CORP /DE/259,795$12.0B0.87%Share
23JPMORGAN CHASE & CO256,322$12.0B0.75%Share
24VIRGINIA RETIREMENT SYSTEMS ET Al222,432$11.1B66.04%Share
25RHUMBLINE ADVISERS208,652$10.0B8.08%Share
26PRUDENTIAL FINANCIAL INC197,089$9.0B10.87%Share
27ALLIANCEBERNSTEIN L.P.182,311$9.0B2.84%Share
28HSBC HOLDINGS PLC177,032$8.9B5.05%Share
29UBS Group AG167,151$8.3B1.35%Share
30PRINCIPAL FINANCIAL GROUP INC161,649$8.1B4.12%Share
31TWO SIGMA INVESTMENTS, LP169,856$8.0B11.28%Share
32FRANKLIN RESOURCES INC153,594$7.0B1.72%Share
33STATE OF WISCONSIN INVESTMENT BOARD156,616$7.0B15.65%Share
34WELLINGTON MANAGEMENT GROUP LLP158,771$7.0B1.23%Share
35JPMORGAN CHASE & CO141,121$7.0B0.44%Share
36Swiss National Bank150,188$7.0B4.17%Share
37Alberta Investment Management Corp152,000$7.0B22.40%Share
38BANK OF AMERICA CORP /DE/148,884$7.0B0.51%Share
39Aberdeen Group plc131,670$6.6B10.17%Share
40VICTORY CAPITAL MANAGEMENT INC138,409$6.0B3.39%Share
41MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.135,285$6.0B8.97%Share
42CITIGROUP INC126,874$6.0B2.65%Share
43NORTHERN TRUST CORP138,258$6.0B0.76%Share
44PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO127,397$6.0B18.71%Share
45BALYASNY ASSET MANAGEMENT L.P.131,685$6.0B7.62%Share
46Asset Management One Co., Ltd.106,455$5.4B14.94%Share
47Universal- Beteiligungs- und Servicegesellschaft mbH106,609$5.3B8.63%Share
48HSBC HOLDINGS PLC103,590$5.2B2.94%Share
49NOMURA ASSET MANAGEMENT CO LTD115,240$5.0B12.66%Share
50ZACKS INVESTMENT MANAGEMENT114,426$5.0B39.29%Share

EPR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025446$1.1T+145
Q3 2025301$1.4T-66
Q2 2025367$1.4T-18
Q1 2025385$1.9T+64
Q4 2024321$6.6T+49
Q3 2024272$97.6T+7
Q2 2024265$117.0T+17
Q1 2024248$730.9T—

Similar Stocks by Institutional Ownership

WELL

Welltower Inc.

PLD

Prologis, Inc.

EQIX

Equinix, Inc.

AMT

American Tower Corporation

DLR

Digital Realty Trust, Inc.

SPG

Simon Property Group, Inc.

O

Realty Income Corporation

RCB

Ready Capital Corporation 6.20% Senior Notes due 2026

As of Q4 2025, 50 institutional investors hold EPR (EPR Properties). The largest holder is AQR CAPITAL MANAGEMENT LLC with $72.0B in shares. This quarter, 8 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own EPR?

As of Q4 2025, 50 institutional investors report holding EPR (EPR Properties) in their 13F filings.

Who is the largest institutional holder of EPR?

The largest institutional holder of EPR is AQR CAPITAL MANAGEMENT LLC with $72.0B in shares.

Is institutional ownership of EPR increasing or decreasing?

This quarter, 8 institutions opened new positions in EPR and 2 closed their positions.