EPR PROPERTIES - Common Stock (EPR) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EPR on NYSE
Shares outstanding
76,382,036
Price per share
$51.70
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
60,243,481
Total reported value
$3,007,679,309
% of total 13F portfolios
0%
Share change
-396,284
Value change
-$29,917,745
Number of holders
449
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of EPR PROPERTIES - Common Stock (EPR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 11% $420,189,801 8,478,406 BlackRock, Inc. 31 Mar 2025

As of 31 Dec 2025, 449 institutional investors reported holding 60,243,481 shares of EPR PROPERTIES - Common Stock (EPR). This represents 79% of the company’s total 76,382,036 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of EPR PROPERTIES - Common Stock (EPR) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 14% 10,841,431 -0.7% 0.01% $540,987,406
BlackRock, Inc. 13% 10,124,260 -4.3% 0.01% $505,200,575
STATE STREET CORP 5.1% 3,907,141 -1.4% 0.01% $196,096,130
NORGES BANK 2.2% 1,659,770 0.01% $82,822,523
GEODE CAPITAL MANAGEMENT, LLC 2.1% 1,584,394 +1.7% 0% $79,076,557
AQR CAPITAL MANAGEMENT LLC 1.9% 1,465,124 -3.5% 0.04% $73,109,691
LSV ASSET MANAGEMENT 1.8% 1,365,358 +7.5% 0.15% $68,131,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.8% 1,344,712 +1.3% 0.01% $67,101,129
MORGAN STANLEY 1.7% 1,304,517 +20% 0% $65,095,493
Quantinno Capital Management LP 1.7% 1,300,403 +44% 0.13% $64,890,151
NORTHERN TRUST CORP 1.6% 1,235,712 -21% 0.01% $61,662,029
DIMENSIONAL FUND ADVISORS LP 1.4% 1,105,174 +0.17% 0.01% $55,149,758
Bank of New York Mellon Corp 1.4% 1,099,104 -2% 0.01% $54,845,282
Invesco Ltd. 1.3% 1,018,685 +4.2% 0.01% $50,832,381
AMERICAN CENTURY COMPANIES INC 1.2% 934,194 +6.4% 0.02% $46,616,281
CITADEL ADVISORS LLC 1.1% 845,729 +3.8% 0.03% $42,201,877
JPMORGAN CHASE & CO 1% 760,595 -16% 0% $37,953,730
RENAISSANCE TECHNOLOGIES LLC 0.91% 691,300 -29% 0.05% $34,495,870
AMERIPRISE FINANCIAL INC 0.83% 634,997 +68% 0.01% $31,696,061
Freestone Grove Partners LP 0.79% 602,312 0.22% $30,055,369
UBS Group AG 0.7% 536,252 -33% 0.01% $26,758,975
Allianz Asset Management GmbH 0.65% 496,727 +14% 0.03% $24,786,677
Advisors Capital Management, LLC 0.65% 494,409 +2.2% 0.29% $24,671,053
PRUDENTIAL FINANCIAL INC 0.64% 491,078 -75% 0.03% $24,819,082
Aberdeen Group plc 0.61% 463,782 +1.1% 0.04% $23,142,722

Institutional Holders of EPR PROPERTIES - Common Stock (EPR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 60,243,481 $3,007,679,309 -$29,917,745 $49.90 449
2025 Q3 60,648,318 $3,517,133,735 +$10,970,527 $58.01 452
2025 Q2 60,483,733 $3,523,037,149 +$180,015,018 $58.26 415
2025 Q1 57,528,014 $3,025,839,953 +$227,699,802 $52.61 385
2024 Q4 53,650,479 $2,376,895,748 -$20,928,284 $44.28 360
2024 Q3 53,675,950 $2,632,212,197 +$36,967,895 $49.04 349
2024 Q2 53,012,627 $2,226,100,703 -$34,637,575 $41.98 353
2024 Q1 53,684,605 $2,278,289,321 -$123,364,405 $42.45 345
2023 Q4 56,486,328 $2,738,126,348 -$91,241,218 $48.45 347
2023 Q3 58,967,576 $2,450,701,409 +$24,382,873 $41.54 320
2023 Q2 58,143,610 $2,718,614,588 -$37,720,412 $46.80 328
2023 Q1 58,956,930 $2,247,084,512 -$11,809,446 $38.10 312
2022 Q4 59,600,071 $2,249,423,554 +$22,473,429 $37.72 326
2022 Q3 58,891,638 $2,113,652,956 +$63,630,847 $35.86 304
2022 Q2 58,784,634 $2,761,084,576 +$30,984,220 $46.93 324
2022 Q1 58,465,458 $3,197,728,574 +$4,794,238 $54.71 343
2021 Q4 58,910,599 $2,798,044,549 +$31,469,932 $47.49 312
2021 Q3 58,158,286 $2,873,083,382 -$74,350,855 $49.38 297
2021 Q2 59,619,374 $3,140,109,953 -$157,622,218 $52.68 307
2021 Q1 62,585,970 $2,916,158,136 -$130,673,304 $46.59 278
2020 Q4 65,923,113 $2,142,970,901 +$46,735,678 $32.50 272
2020 Q3 64,558,101 $1,774,787,638 +$5,360,859 $27.50 282
2020 Q2 63,973,699 $2,118,995,876 +$78,378,546 $33.13 302
2020 Q1 62,081,315 $1,502,916,293 -$292,620,036 $24.22 309
2019 Q4 66,829,255 $4,721,689,273 +$66,232,084 $70.64 416
2019 Q3 65,633,614 $5,045,823,578 -$52,728,271 $76.86 396
2019 Q2 66,341,573 $4,949,576,240 +$166,399,509 $74.59 415
2019 Q1 65,243,915 $5,018,862,869 +$154,708,765 $76.90 407
2018 Q4 63,466,006 $4,066,860,071 -$256,461,462 $64.03 393
2018 Q3 67,281,298 $4,602,196,058 -$2,444,642 $68.41 365
2018 Q2 67,388,405 $4,366,319,852 +$3,935,285 $64.79 345
2018 Q1 67,392,204 $3,739,857,757 +$78,095,615 $55.40 324
2017 Q4 65,704,125 $4,300,356,402 -$23,689,993 $65.46 349
2017 Q3 65,747,016 $4,585,103,370 +$180,828,850 $69.74 335
2017 Q2 63,153,021 $4,540,210,568 +$476,278,113 $71.87 341
2017 Q1 57,444,985 $4,229,555,220 +$541,359,454 $73.63 296
2016 Q4 56,639,649 $4,064,942,240 -$38,639,831 $71.77 313
2016 Q3 60,187,272 $4,736,050,020 -$167,922,407 $78.74 309
2016 Q2 62,296,450 $5,025,877,082 +$59,021,631 $80.68 307
2016 Q1 61,833,130 $4,112,394,397 +$305,327,451 $66.62 279
2015 Q4 57,259,031 $3,346,815,535 +$170,117,541 $58.45 262
2015 Q3 55,967,951 $2,886,253,722 +$31,004,150 $51.57 248
2015 Q2 54,972,897 $3,011,534,571 +$54,465,065 $54.78 246
2015 Q1 52,745,382 $3,167,543,522 +$34,806,671 $60.03 247
2014 Q4 52,260,697 $3,014,154,486 -$98,906,987 $57.63 243
2014 Q3 54,133,774 $2,743,600,335 +$147,836,991 $50.68 228
2014 Q2 51,059,671 $2,852,778,422 +$94,176,969 $55.87 226
2014 Q1 51,377,367 $2,742,980,924 +$230,779,579 $53.39 236