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EPR in the 13F filings

Epr Pptys · CUSIP 26884U109

Sector · Real estateTheme · Real estate investment trusts
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2025
the date the book describes
Filed
15 Aug 2025
latest of these filings; the earliest 13 Aug 2025
Managers listing it
3
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 3 listed it in both
Shares listed
3,155,723
combined, among listed positions
Reported value
$183m
combined, at the quarter end

Among the 95 comparable managers: 1 buyer (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +269,286.

Managers listing EPR in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

3 of 3 holders

ActionFiling
Renaissance Technologies LLC1,577,617$92m0.12%Trimmed-58,00613 Aug 2025 (the filing on sec.gov)
AQR Capital Management LLC1,544,905$89m0.07%Added+348,90814 Aug 2025 (the filing on sec.gov)
Caxton Associates LLP33,201$1.9munder 0.1%Trimmed-21,61615 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

0358102014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EPR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20133$129mn.a.n.a.
Q3 20132$33mn.a.n.a.
Q4 20132$38mn.a.n.a.
Q1 20143$51mn.a.n.a.
Q2 20143$52mn.a.n.a.
Q3 20144$59mn.a.n.a.
Q4 20142$43mn.a.n.a.
Q1 20153$169mn.a.n.a.
Q2 20154$158mn.a.n.a.
Q3 20154$135mn.a.n.a.
Q4 20152$155mn.a.n.a.
Q1 20163$253mn.a.n.a.
Q2 20164$491mn.a.n.a.
Q3 20165$554mn.a.n.a.
Q4 20164$430mn.a.n.a.
Q1 20175$355mn.a.n.a.
Q2 20175$237mn.a.n.a.
Q3 20175$61mn.a.n.a.
Q4 20176$131mn.a.n.a.
Q1 20182$53mn.a.n.a.
Q2 20181$63mn.a.n.a.
Q3 20181$83mn.a.n.a.
Q4 20186$210mn.a.n.a.
Q1 20194$204mn.a.n.a.
Q2 20198$432mn.a.n.a.
Q3 20199$461mn.a.n.a.
Q4 20195$414mn.a.n.a.
Q1 20207$91mn.a.n.a.
Q2 20205$117mn.a.n.a.
Q3 20203$112mn.a.n.a.
Q4 20205$266mn.a.n.a.
Q1 20214$396mn.a.n.a.
Q2 20213$416mn.a.n.a.
Q3 20213$399mn.a.n.a.
Q4 20213$372mn.a.n.a.
Q1 20225$381mn.a.n.a.
Q2 20223$275mn.a.n.a.
Q3 20222$227mn.a.n.a.
Q4 20222$232mn.a.n.a.
Q1 20232$214mn.a.n.a.
Q2 20233$282mn.a.n.a.
Q3 20233$236mn.a.n.a.
Q4 20235$304m32
Q1 20246$90m60
Q2 20244$98m22
Q3 20245$149m41
Q4 20244$107m22
Q1 20253$151m22
Q2 20253$183m12
Q3 20256$194m42
Q4 20254$79m1512
Q1 20263$67m1512
Q2 20261$4.2m1315

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

EPR and WELL →EPR and EQIX →EPR and PLD →Choose a stock to compare with EPR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own EPR, latest filings →Back to the 13F Explorer →