EPR · Company research
EPR Properties (EPR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18900 | 1101369 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108055 | 6268271 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| CX Institutional | 1737089 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 1 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Napier Financial, LLC | 2086579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112 | 6497 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 1102 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 5801 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33787 | 1960 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Pensionfund Sabic | 1637246 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17300 | 1004 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Brookfield Corp /ON/ | 1001085 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22392 | 711394 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31147 | 1806837 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Ballast Asset Management, LP | 1998389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74891 | 4344427 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29935 | 1737 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66 | 3829 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15834 | 918530 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114 | 6613 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WEDBUSH SECURITIES INC | 1142495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10850 | 629 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| SOUTHERN MICHIGAN BANK & TRUST | 1173227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 275 | 15953 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| DNB Asset Management AS | 1456670 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4145 | 240451 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26935 | 1570817 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5334 | 309425 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5044 | 292602 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 859 | 49 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WHITTIER TRUST CO | 1137881 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211 | 12493 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5138120 | 88573 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| GF FUND MANAGEMENT CO. LTD. | 2057060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1032 | 59866 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116618 | 6765011 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 718089 | 41656343 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 222 | 12878 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Fourth Dimension Wealth, LLC | 2056691 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 750 | 43508 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| LOOMIS SAYLES & CO L P | 312348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 565 | 32776 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NEUBERGER BERMAN GROUP LLC | 1465109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41737 | 2421163 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32953 | 1911604 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3530 | 210730 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 184 | 10674 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1019231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 201 | 11659 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| ATLAS CAPITAL ADVISORS INC. | 1434165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6573 | 328387 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34934 | 2026521 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40748 | 2363791 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65 | 3771 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 1033984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199185 | 11554722 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21061 | 1221749 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 3423 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 573073 | 33253900 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Uniplan Investment Counsel, Inc. | 1520710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109499 | 2805386 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38964 | 2260302 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ninety One UK Ltd | 1418329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1708 | 99082 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| IMA Advisory Services, Inc. | 1455495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 116 | 6765 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Synergy Investment Management, LLC | 2053786 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 544 | 31558 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81284 | 4715285 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Heritage Wealth Advisors | 1591122 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 174030 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 4351 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76287 | 4425 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| TSFG, LLC | 1800513 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 1 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Alpine Bank Wealth Management | 1974910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 344 | 19955 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 296 | 17171 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36227 | 2101528 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| First Bancorp, Inc /ME/ | 765207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 465 | 26975 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 758 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10144 | 588 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1966967 | 114104 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39804 | 2309030 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FIRST HORIZON CORP | 36966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 192 | 11138 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Pensionfund PDN | 1297731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32962 | 1912 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 315297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2842 | 165 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 290 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STRS OHIO | 820478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142389 | 8259986 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 171174 | 9929804 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1351688 | 78431622 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113185 | 6565862 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 596262 | 29799124 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10594 | 529 | — | — | — | Jun 18, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179 | 8943 | — | — | — | Jun 24, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Mon Mar 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 71900 | 3782659 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Fri Dec 31 2021 00:00:00 GMT+0000 (Coordinated Universal Time) | 5247 | 249180 | — | — | — | Aug 27, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Sun Jun 30 2019 00:00:00 GMT+0000 (Coordinated Universal Time) | 3629 | 270687 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Advisors Asset Management, Inc. | 1297376 | Sun Mar 31 2019 00:00:00 GMT+0000 (Coordinated Universal Time) | 1680 | 129192 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.