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
$49.90
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
60,645,881
Total reported value
$3,516,992,413
% of total 13F portfolios
0%
Share change
+140,062
Value change
+$7,665,204
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 30 Sep 2025, 449 institutional investors reported holding 60,645,881 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 62% 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% 10,917,384 -0.14% 0.01% $633,317,445
BlackRock, Inc. 14% 10,580,998 +9.4% 0.01% $613,803,677
STATE STREET CORP 5.2% 3,964,377 -1.1% 0.01% $231,122,017
PRUDENTIAL FINANCIAL INC 2.6% 1,994,055 +6.6% 0.14% $115,675,130
NORTHERN TRUST CORP 2% 1,564,309 +85% 0.01% $90,745,566
GEODE CAPITAL MANAGEMENT, LLC 2% 1,557,804 +5.5% 0.01% $90,382,989
AQR CAPITAL MANAGEMENT LLC 2% 1,518,403 -1.7% 0.06% $86,898,255
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.7% 1,327,662 +0.31% 0.01% $77,017,673
LSV ASSET MANAGEMENT 1.7% 1,270,158 -1.8% 0.16% $73,682,000
Bank of New York Mellon Corp 1.5% 1,122,052 -0.96% 0.01% $65,090,246
DIMENSIONAL FUND ADVISORS LP 1.4% 1,103,294 +1.4% 0.01% $64,000,500
MORGAN STANLEY 1.4% 1,088,472 +104% 0% $63,142,375
Invesco Ltd. 1.3% 977,789 +90% 0.01% $56,721,538
RENAISSANCE TECHNOLOGIES LLC 1.3% 975,823 -38% 0.07% $56,607,492
Quantinno Capital Management LP 1.2% 905,025 +48% 0.14% $52,500,520
JPMORGAN CHASE & CO 1.2% 901,813 +28% 0% $52,314,216
AMERICAN CENTURY COMPANIES INC 1.1% 877,732 -29% 0.03% $50,917,233
CITADEL ADVISORS LLC 1.1% 814,552 +1057% 0.04% $47,252,161
UBS Group AG 1% 801,355 -5.6% 0.01% $46,486,604
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.69% 525,797 -20% 0.01% $30,501,485
Advisors Capital Management, LLC 0.63% 483,538 +3.3% 0.35% $28,050,093
Schonfeld Strategic Advisors LLC 0.63% 480,859 0.2% $27,894,626
Aberdeen Group plc 0.6% 458,931 +11% 0.04% $26,360,997
Legal & General Group Plc 0.6% 456,814 -9.8% 0.01% $26,499,780
WELLINGTON MANAGEMENT GROUP LLP 0.6% 455,053 -61% 0% $26,397,624

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 1,229,096 $61,572,332 +$1,136,264 $49.90 43
2025 Q3 60,645,881 $3,516,992,413 +$7,665,204 $58.01 449
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