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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 5 Feb 2026
Managers listing it
26
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 4 listed it in both
Shares listed
6,995,733
combined, among listed positions
Reported value
$349m
combined, at the quarter end

Among the 92 comparable managers: 15 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +460,987.

Managers listing EPR in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

26 of 26 holders

ActionFiling
AQR Capital Management LLC1,465,124$73munder 0.1%Trimmed-53,27917 Feb 2026 (the filing on sec.gov)
Invesco Ltd1,018,685$51munder 0.1%Added+40,89619 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC845,729$42munder 0.1%Added+31,17717 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC691,300$34m0.05%Trimmed-284,52312 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP602,312$30m0.22%Newnew17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.382,495$19munder 0.1%Added+229,07617 Feb 2026 (the filing on sec.gov)
Millennium Management LLC342,096$17munder 0.1%Added+287,59417 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP201,946$10munder 0.1%Trimmed-253,10717 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC201,532$10munder 0.1%Trimmed-31,50613 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP182,311$9.1munder 0.1%Added+29,61317 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP169,856$8.5munder 0.1%Added+157,17617 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc132,929$6.6munder 0.1%Trimmed-111,72417 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC131,685$6.6munder 0.1%Added+107,65817 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP99,000$4.9munder 0.1%Added+85,10017 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)90,140$4.5munder 0.1%Added+32,79717 Feb 2026 (the filing on sec.gov)
Caxton Associates LLP83,183$4.2m0.08%Trimmed-4,17213 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP83,019$4.1munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP81,177$4.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC48,142$2.4munder 0.1%Added+3,98317 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd33,158$1.7munder 0.1%Held017 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC31,783$1.6munder 0.1%Trimmed-18,02512 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc29,077$1.5munder 0.1%Trimmed-4,5465 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC26,254$1.3munder 0.1%Added+14,60427 Oct 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP11,161$557kunder 0.1%Added+7,25517 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP5,919$295kunder 0.1%Trimmed-9,97817 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (3)

Exited (2)

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 →