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
60,648,261
Total reported value
$3,517,130,413
% of total 13F portfolios
0%
Share change
+140,062
Value change
+$7,665,244
Number of holders
450
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% $399,332,923 8,478,406 BlackRock, Inc. 31 Mar 2025

As of 30 Sep 2025, 450 institutional investors reported holding 60,648,261 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 1,335,393 $67,006,552 +$2,067,017 $49.90 57
2025 Q3 60,648,261 $3,517,130,413 +$7,665,244 $58.01 450
2025 Q2 60,483,733 $3,523,037,149 +$180,015,014 $58.26 415
2025 Q1 57,527,914 $3,025,834,475 +$228,357,836 $52.61 384
2024 Q4 53,650,319 $2,376,923,558 +$18,550,133 $44.28 360
2024 Q3 52,767,843 $2,587,678,128 -$1,500,239 $49.04 352
2024 Q2 52,988,675 $2,225,102,253 +$4,059,653 $41.98 356
2024 Q1 52,768,365 $2,239,395,240 -$174,817,191 $42.45 348
2023 Q4 271,260 $13,147,712 +$1,697,397 $48.45 7
2023 Q3 57,988,926 $2,410,046,504 +$24,337,791 $41.54 317
2023 Q2 57,157,570 $2,672,476,480 -$96,286,463 $46.80 323
2023 Q1 58,827,033 $2,242,143,427 -$11,980,503 $38.10 307
2022 Q4 59,402,209 $2,241,773,994 +$20,451,265 $37.72 317
2022 Q3 58,487,511 $2,099,069,059 +$70,051,146 $35.86 296
2022 Q2 55,972,927 $2,626,125,887 -$10,364,572 $46.93 316
2022 Q1 58,097,039 $3,177,567,016 +$1,066,578 $54.71 336
2021 Q4 58,635,097 $2,784,958,936 +$29,994,510 $47.49 308
2021 Q3 58,045,789 $2,867,527,789 -$74,713,924 $49.38 296
2021 Q2 59,503,732 $3,133,542,693 -$157,846,646 $52.68 308
2021 Q1 62,467,612 $2,910,645,386 -$133,390,528 $46.59 281
2020 Q4 65,774,320 $2,138,134,353 +$57,466,539 $32.50 269
2020 Q3 63,986,017 $1,759,045,778 -$1,568,230 $27.50 278
2020 Q2 63,893,158 $2,116,326,920 +$77,977,526 $33.13 298
2020 Q1 60,777,871 $1,471,538,500 -$298,864,663 $24.22 303
2019 Q4 66,801,141 $4,719,712,366 +$65,179,682 $70.64 411
2019 Q3 65,632,892 $5,045,771,578 -$52,612,870 $76.86 395
2019 Q2 66,340,834 $4,949,523,240 +$230,358,859 $74.59 414
2019 Q1 65,140,311 $5,010,897,869 +$154,916,941 $76.90 405
2018 Q4 63,293,485 $4,055,597,071 -$260,826,415 $64.03 390
2018 Q3 67,158,749 $4,593,815,058 +$1,447,375 $68.41 363
2018 Q2 67,381,135 $4,365,849,852 +$43,070,703 $64.79 343
2018 Q1 67,128,775 $3,725,265,757 +$89,875,751 $55.40 324
2017 Q4 63,546,330 $4,159,107,402 -$26,643,197 $65.46 348
2017 Q3 65,746,641 $4,585,077,370 +$183,711,392 $69.74 334
2017 Q2 61,509,853 $4,422,119,968 +$479,023,947 $71.87 337
2017 Q1 57,181,219 $4,210,139,661 +$540,338,082 $73.63 291
2016 Q4 56,639,274 $4,064,865,290 -$40,408,585 $71.77 312
2016 Q3 60,156,840 $4,733,654,020 -$165,615,189 $78.74 308
2016 Q2 62,263,214 $5,023,195,082 +$58,370,213 $80.68 306
2016 Q1 59,833,267 $3,979,164,397 +$294,710,135 $66.62 278
2015 Q4 57,259,031 $3,346,815,535 +$170,100,442 $58.45 262
2015 Q3 55,967,951 $2,886,253,722 +$20,026,555 $51.57 249
2015 Q2 53,354,844 $2,922,915,571 +$66,391,824 $54.78 246
2015 Q1 52,690,922 $3,164,274,502 +$34,689,701 $60.03 245
2014 Q4 52,260,697 $3,014,154,486 -$99,621,041 $57.63 243
2014 Q3 54,133,774 $2,743,600,335 +$147,837,011 $50.68 228
2014 Q2 51,059,671 $2,852,778,422 +$94,175,314 $55.87 227
2014 Q1 51,281,806 $2,737,877,924 +$121,255,743 $53.39 235