427 tracked 13F filers disclose a position in EPR as of the latest SEC 13F filings, a combined $3.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $495.8M | 9.9M | ▼−2.0% Reduced · −200K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $329.3M | 6.6M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $222.2M | 3.8M | ▼−0.9% Reduced · −34K sh | Q2 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $164.2M | 3.3M | →First observed position No prior filed position | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $96.3M | 1.7M | ▲+1.1% Added · +17K sh | Q2 2026 | |
| 6 | NORGES BANK | $82.8M | 1.7M | ▲+76% Added · +714K sh | Q4 2025 | |
| 7 | Quantinno Capital Management LP | $78.6M | 1.6M | ▲+21% Added · +272K sh | Q1 2026 | |
| 8 | AQR CAPITAL MANAGEMENT LLC | $72.3M | 1.5M | ▼−0.4% Reduced · −5K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $68.6M | 1.4M | ▲+2.0% Added · +27K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $61.9M | 1.2M | ▼−5.0% Reduced · −66K sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $59.0M | 1.2M | ▼−4.5% Reduced · −55K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $56.5M | 1.1M | ▲+2.4% Added · +27K sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $55.9M | 1.1M | ▲+1.8% Added · +20K sh | Q1 2026 | |
| 14 | BALYASNY ASSET MANAGEMENT L.P. | $48.7M | 975K | ▲+640% Added · +843K sh | Q1 2026 | |
| 15 | WASATCH ADVISORS LP | $55.2M | 951K | ▼−2.3% Reduced · −22K sh | Q2 2026 | |
| 16 | AMERICAN CENTURY COMPANIES INC | $46.8M | 936K | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 17 | UBS Group AG | $40.7M | 815K | ▲+52% Added · +279K sh | Q1 2026 | |
| 18 | JPMORGAN CHASE & CO | $39.4M | 800K | ▲+5.2% Added · +39K sh | Q1 2026 | |
| 19 | MILLENNIUM MANAGEMENT LLC | $38.7M | 775K | ▲+127% Added · +433K sh | Q1 2026 | |
| 20 | AMERIPRISE FINANCIAL INC | $33.3M | 666K | ▲+4.8% Added · +31K sh | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $28.2M | 564K | ▼−18% Reduced · −127K sh | Q1 2026 | |
| 22 | Advisors Capital Management, LLC | $30.6M | 527K | ▲+3.9% Added · +20K sh | Q2 2026 | |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $25.4M | 508K | ▲1k× Added · +508K sh | Q1 2026 | |
| 24 | Nuveen, LLC | $24.3M | 486K | ▲+36% Added · +128K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $23.5M | 470K | →First observed position No prior filed position | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in EPR and 31 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 248 funds | $249.4B |
| NVIDIA CORPNVDA | 244 funds | $369.4B |
| AMAZON.COM INCAMZN | 243 funds | $185.3B |
| APPLE INCAAPL | 241 funds | $279.8B |
| META PLATFORMS INC-CLASS AMETA | 241 funds | $109.0B |
| ALPHABET INC-CL AGOOGL | 239 funds | $159.2B |
| BROADCOM INCAVGO | 239 funds | $143.1B |
| JPMORGAN CHASE & COJPM | 236 funds | $58.9B |
| ALPHABET INC-CL CGOOG | 235 funds | $114.8B |
| ELI LILLY & COLLY | 235 funds | $71.6B |
| MICRON TECHNOLOGY INCMU | 235 funds | $38.2B |
| CHEVRON CORPCVX | 235 funds | $28.0B |
Ranked by how many of EPR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Grace Elizabeth | SVP - Human Resources & Admin | Sell (S) | 4K | $254K |
| Aug 6, 2026 | Sterneck Robin Peppe | Director | Sell (S) | 3K | $209K |
| Aug 3, 2026 | Mater Tonya L. | SVP & Chief Accounting Officer | Sell (S) | 4K | $223K |
| Aug 3, 2026 | Mater Tonya L. | SVP & Chief Accounting Officer | Sell (S) | 3K | $191K |
| Jul 17, 2026 | Johnson Gwendolyn Mary | SVP - Asset Management | Sell (S) | 1K | $63K |
| Jul 7, 2026 | Johnson Gwendolyn Mary | SVP - Asset Management | Sell (S) | 1K | $60K |
| Jun 23, 2026 | Johnson Gwendolyn Mary | SVP - Asset Management | Sell (S) | 2K | $116K |
| Jun 23, 2026 | Turvey Paul Robert | SVP, General Counsel | Sell (S) | 6K | $372K |
| Jun 10, 2026 | Peterson Mark Alan | EVP & Chief Financial Officer | Sell (S) | 8K | $500K |
| May 7, 2026 | Peterson Mark Alan | EVP & Chief Financial Officer | Sell (S) | 9K | $500K |
| Apr 15, 2026 | Mater Tonya L. | SVP & Chief Accounting Officer | Sell (S) | 3K | $147K |
| Apr 14, 2026 | Mater Tonya L. | SVP & Chief Accounting Officer | Sell (S) | 2K | $112K |
| Class | 13F holders | Value held |
|---|---|---|
| EPRthis pagecs | 427 funds | $3.0B |
| EPR 9 PERP EREIT | 29 funds | $59.4M |
| EPR 5.75 PERP CREIT | 26 funds | $101.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for EPR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EPR/capital-change-brief"
Use Arkolith's capital_change_brief for EPR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EPR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.