Funds holding EPR Properties
ISIN US26884U1097 · United States · LEI 549300YSSXFHMPOWZ492
- Fund holders
- 351
- Of which ETFs
- 98 253 other funds
- Value held
- ≈ 1.6B $ 1.6B $ · 44.6M SEK
- Share of capital
- 34.7 % of 76.6M shares on Jul 29, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 2,909,990 | 180.6M $ | 0.25 % | 3.80 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Mid-Cap ETF iShares Trust | 2,620,162 | 152M $ | 0.12 % | 3.42 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,431,581 | 141.1M $ | 0.01 % | 3.17 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,755,366 | 101.8M $ | 0.05 % | 2.29 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,111,483 | 64.5M $ | 0.10 % | 1.45 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 877,253 | 50.9M $ | 0.05 % | 1.15 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 538,777 | 30.7M $ | 0.31 % | 0.70 % | as of May 31, 2026 ↗ |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 510,698 | 31.7M $ | 0.29 % | 0.67 % | as of Jul 31, 2026 ↗ |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | 445,000 | 25.8M $ | 0.85 % | 0.58 % | as of Jun 30, 2026 ↗ |
| Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust | 433,392 | 26.9M $ | 0.37 % | 0.57 % | as of Jul 31, 2026 ↗ |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 400,564 | 24.9M $ | 0.35 % | 0.52 % | as of Jul 31, 2026 ↗ |
| Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | 389,941 | 22.6M $ | 1.61 % | 0.51 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 389,012 | 22.2M $ | 0.05 % | 0.51 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 387,447 | 22.5M $ | 1.03 % | 0.51 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 387,259 | 22.5M $ | 0.12 % | 0.51 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 365,840 | 20.9M $ | 0.09 % | 0.48 % | as of May 31, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 307,222 | 17.8M $ | 0.03 % | 0.40 % | as of Jun 30, 2026 ↗ |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 287,705 | 17.9M $ | 0.23 % | 0.38 % | as of Jul 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 283,463 | 17.6M $ | 0.03 % | 0.37 % | as of Jul 31, 2026 ↗ |
| iShares Core U.S. REIT ETF iShares Trust | 281,086 | 17.4M $ | 0.37 % | 0.37 % | as of Jul 31, 2026 ↗ |
| State Farm Growth Fund Advisers Investment Trust | 268,500 | 15.6M $ | 0.16 % | 0.35 % | as of Jun 30, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 237,509 | 13.8M $ | 0.12 % | 0.31 % | as of Jun 30, 2026 ↗ |
| iShares Global REIT ETF iShares Trust | 205,509 | 12.8M $ | 0.25 % | 0.27 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 187,688 | 10.7M $ | 0.12 % | 0.24 % | as of May 31, 2026 ↗ |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 185,530 | 10.8M $ | 0.09 % | 0.24 % | as of Jun 30, 2026 ↗ |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 183,959 | 10.7M $ | 0.12 % | 0.24 % | as of Jun 30, 2026 ↗ |
| PIMCO RAE US Small Fund PIMCO Equity Series | 178,485 | 10.4M $ | 0.27 % | 0.23 % | as of Jun 30, 2026 ↗ |
| FlexShares Quality Dividend Index Fund FlexShares Trust | 175,860 | 10.9M $ | 0.49 % | 0.23 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 167,393 | 9.7M $ | 0.01 % | 0.22 % | as of Jun 30, 2026 ↗ |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 157,732 | 9.8M $ | 0.30 % | 0.21 % | as of Jul 31, 2026 ↗ |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 156,599 | 9.1M $ | 0.52 % | 0.20 % | as of Jun 30, 2026 ↗ |
| Global X SuperDividend REIT ETF GLOBAL X FUNDS | 156,533 | 9.7M $ | 4.17 % | 0.20 % | as of Jul 31, 2026 ↗ |
| AQR Long-Short Equity Fund AQR Funds | 152,900 | 8.9M $ | 0.11 % | 0.20 % | as of Jun 30, 2026 ↗ |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 148,774 | 8.5M $ | 1.19 % | 0.19 % | as of May 31, 2026 ↗ |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 145,657 | 9M $ | 0.23 % | 0.19 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 143,580 | 8.2M $ | 0.01 % | 0.19 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 132,576 | 7.7M $ | 0.42 % | 0.17 % | as of Jun 30, 2026 ↗ |
| Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II | 125,121 | 7.1M $ | 2.46 % | 0.16 % | as of May 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 121,599 | 6.9M $ | 0.12 % | 0.16 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 116,840 | 6.7M $ | 0.01 % | 0.15 % | as of May 31, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 115,973 | 6.7M $ | 0.04 % | 0.15 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 103,302 | 6M $ | 0.01 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 101,140 | 6.3M $ | 0.35 % | 0.13 % | as of Jul 31, 2026 ↗ |
| CBRE Global Real Estate Portfolio Brighthouse Funds Trust I | 98,721 | 5.7M $ | 0.69 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust | 98,454 | 5.7M $ | 0.08 % | 0.13 % | as of Jun 30, 2026 ↗ |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 94,514 | 5.9M $ | 0.30 % | 0.12 % | as of Jul 31, 2026 ↗ |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 90,876 | 5.2M $ | 0.42 % | 0.12 % | as of May 31, 2026 ↗ |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 87,054 | 5.1M $ | 0.35 % | 0.11 % | as of Jun 30, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 76,829 | 4.5M $ | 0.12 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 72,568 | 4.5M $ | 0.30 % | 0.09 % | as of Jul 31, 2026 ↗ |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 71,024 | 4.4M $ | 0.32 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Swedbank Robur Fastighet Swedbank Robur Fonder AB | 70,000 | 33.3M SEK | 0.62 % | 0.09 % | as of Mar 31, 2026 ↗ |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 67,100 | 4.2M $ | 0.59 % | 0.09 % | as of Jul 31, 2026 ↗ |
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | 65,247 | 3.8M $ | 0.46 % | 0.09 % | as of Jun 30, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 65,200 | 3.8M $ | 0.00 % | 0.09 % | as of Jun 30, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 62,026 | 3.6M $ | 0.12 % | 0.08 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 61,483 | 3.6M $ | 0.12 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 61,253 | 3.8M $ | 0.75 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 60,323 | 3.7M $ | 0.01 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 59,749 | 3.7M $ | 0.15 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 59,300 | 3.4M $ | 0.18 % | 0.08 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 56,636 | 3.5M $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 56,600 | 3.3M $ | 0.39 % | 0.07 % | as of Jun 30, 2026 ↗ |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 56,575 | 3.3M $ | 0.28 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 56,236 | 3.2M $ | 0.12 % | 0.07 % | as of May 31, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 56,093 | 3.5M $ | 0.09 % | 0.07 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 56,012 | 3.2M $ | 0.26 % | 0.07 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 55,947 | 3.2M $ | 0.12 % | 0.07 % | as of Jun 30, 2026 ↗ |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 55,372 | 3.4M $ | 0.14 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 54,982 | 3.2M $ | 0.77 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 54,384 | 3.1M $ | 0.12 % | 0.07 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 54,045 | 3.1M $ | 0.21 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Schwab Global Real Estate Fund SCHWAB INVESTMENTS | 53,714 | 3.1M $ | 1.14 % | 0.07 % | as of May 31, 2026 ↗ |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 53,624 | 3.3M $ | 0.14 % | 0.07 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 53,569 | 3.1M $ | 0.12 % | 0.07 % | as of Jun 30, 2026 ↗ |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 51,730 | 3M $ | 0.38 % | 0.07 % | as of May 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 51,299 | 3M $ | 0.01 % | 0.07 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 51,264 | 3M $ | 0.15 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 51,206 | 3.2M $ | 1.11 % | 0.07 % | as of Jul 31, 2026 ↗ |
| BALLAST SMALL/MID CAP ETF Unified Series Trust | 51,135 | 3M $ | 1.66 % | 0.07 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 50,138 | 2.9M $ | 0.95 % | 0.07 % | as of Jun 30, 2026 ↗ |
| North Star Opportunity Fund NORTHERN LIGHTS FUND TRUST II | 50,000 | 2.9M $ | 1.93 % | 0.07 % | as of May 31, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 49,777 | 2.9M $ | 0.12 % | 0.06 % | as of Jun 30, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 48,099 | 2.8M $ | 0.33 % | 0.06 % | as of Jun 30, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 47,906 | 2.8M $ | 0.11 % | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 47,525 | 2.7M $ | 0.01 % | 0.06 % | as of May 31, 2026 ↗ |
| State Farm Balanced Fund Advisers Investment Trust | 45,400 | 2.6M $ | 0.09 % | 0.06 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 45,152 | 2.6M $ | 0.25 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 44,891 | 2.8M $ | 0.01 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 44,691 | 2.5M $ | 0.01 % | 0.06 % | as of May 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 44,194 | 2.6M $ | 0.01 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 42,800 | 2.7M $ | 0.58 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 41,659 | 2.6M $ | 0.01 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. | 40,432 | 2.3M $ | 0.19 % | 0.05 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 40,139 | 2.3M $ | 0.04 % | 0.05 % | as of May 29, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 39,809 | 2.3M $ | 0.00 % | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 39,705 | 2.3M $ | 0.12 % | 0.05 % | as of May 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 39,005 | 2.2M $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| FlexShares Global Quality Real Estate Index Fund FlexShares Trust | 39,000 | 2.4M $ | 0.57 % | 0.05 % | as of Jul 31, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 38,841 | 2.3M $ | 0.08 % | 0.05 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Global X SuperDividend REIT ETF GLOBAL X FUNDS | 4.17 % | as of Jul 31, 2026 ↗ |
| Colterpoint Net Lease Real Estate ETF ETF Series Solutions | 3.89 % | as of May 31, 2026 ↗ |
| Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND | 2.50 % | as of Jul 31, 2026 ↗ |
| Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II | 2.46 % | as of May 31, 2026 ↗ |
| Formidable ETF ETF Opportunities Trust | 2.25 % | as of Jun 30, 2026 ↗ |
| ALPS REIT Dividend Dogs ETF ALPS ETF TRUST | 2.03 % | as of May 31, 2026 ↗ |
| abrdn Real Estate Fund abrdn Funds | 2.00 % | as of Jul 31, 2026 ↗ |
| North Star Opportunity Fund NORTHERN LIGHTS FUND TRUST II | 1.93 % | as of May 31, 2026 ↗ |
| Small Cap Core Portfolio I Multi-Select Securities Fund for Puerto Rico Residents | 1.79 % | as of Jun 30, 2026 ↗ |
| BALLAST SMALL/MID CAP ETF Unified Series Trust | 1.66 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 349 | -1 | 26,453,239 | +4.0 % |
| 2026Q2 | 350 | +5 | 25,446,223 | +2.5 % |
| 2026Q1 | 345 | -23 | 24,818,134 | -6.2 % |
| 2025Q4 | 368 | +17 | 26,469,679 | -4.7 % |
| 2025Q3 | 351 | +28 | 27,786,649 | +4.1 % |
| 2025Q2 | 323 | +24 | 26,696,785 | +5.6 % |
| 2025Q1 | 299 | -28 | 25,270,958 | -0.2 % |
| 2024Q4 | 327 | +7 | 25,323,412 | -0.2 % |
| 2024Q3 | 320 | -5 | 25,376,053 | +0.6 % |
| 2024Q2 | 325 | 0 | 25,228,287 | +11.7 % |
| 2024Q1 | 325 | +4 | 22,584,798 | -16.5 % |
| 2023Q4 | 321 | 27,051,979 |
Institutional managers
457 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 9,924,518 | 495.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,844,656 | 193.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,642,769 | 82.1M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 1,572,738 | 78.6M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 1,459,671 | 72.3M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 1,452,758 | 72.6K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,372,135 | 68.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,238,604 | 61.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,180,450 | 59M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,131,680 | 56.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,118,889 | 55.9M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 975,064 | 48.7M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 973,439 | 48.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 935,987 | 46.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 825,097 | 41.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 815,343 | 40.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 799,810 | 39.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 774,973 | 38.7M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 665,827 | 33.3M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 564,400 | 28.2M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 508,456 | 25.4M $ | as of Mar 31, 2026 |
| Advisors Capital Management, LLC | 507,189 | 25.3M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 485,575 | 24.3M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 451,710 | 22.6M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 446,609 | 22.3M $ | as of Mar 31, 2026 |
Declared shareholders of EPR Properties
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| STATE STREET CORPORATION | 5.00 % | 3,810,709 | as of Jun 30, 2026 · SCHEDULE 13G |
Funds holding the debt of EPR Properties
215 funds declare 371 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Funds holding EPR Properties". https://titelia.com/en/stocks/epr-properties-US26884U1097