13FBOX
EPR PPTYS · 13F Institutional Holdings
Options Calculator Rankings

EPR PPTYS

EPR
Institutions
491
Combined AUM (Q2 2026)
$3.70B
Combined Shares (Q2 2026)
63.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+6.5M
244 · 72 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-4.8M
203 · 44 Exit · ≈
⚖️ Net
+1.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.70B
Institutions
491
New Buys
72
Adds
172
Reduces
159
Exits
44
Unchanged
88
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#188$595.0M10.3M$495.8M9.9M+331,543+3.34%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.02%0.02%#122$395.0M6.8M$329.3M6.6M+217,801+3.30%Add
STATE STREET CORP
0.01%0.01%#219$222.2M3.8M$193.2M3.8M-33,947-0.88%Reduce
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#267$199.7M3.4M$164.2M3.3M+155,966+4.75%Add
Quantinno Capital Management LP
0.15%0.13%#30$124.6M2.1M$78.6M1.6M+575,425+36.59%Add
LSV ASSET MANAGEMENT
0.21%0.16%#20$114.1M2.0M$72.6M1.5M+514,209+35.40%Add
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#243$96.3M1.7M$82.1M1.6M+17,467+1.06%Add
NORTHERN TRUST CORP
0.01%0.01%#170$89.1M1.5M$59.0M1.2M+355,015+30.07%Add
GOLDMAN SACHS GROUP INC
0.01%<0.01%#206$86.3M1.5M$20.0M399,831+1.1M+271.91%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#167$79.4M1.4M$68.6M1.4M-2,879-0.21%Reduce
AQR CAPITAL MANAGEMENT LLC
0.03%0.03%#99$77.5M1.3M$72.3M1.5M-122,941-8.42%Reduce
DIMENSIONAL FUND ADVISORS LP
0.01%0.01%#155$64.9M1.1M$56.5M1.1M-12,872-1.14%Reduce
Bank of New York Mellon Corp
0.01%0.01%#168$63.5M1.1M$55.9M1.1M-24,474-2.19%Reduce
MORGAN STANLEY
<0.01%<0.01%#291$59.3M1.0M$63.1M1.1M-65,837-6.05%Reduce
Invesco Ltd.
<0.01%0.01%#261$57.2M986,761$41.2M825,097+161,664+19.59%Add
NORGES BANK
0.01%0.01%#230$55.9M963,880$48.9M929,267+34,613+3.72%Add
WASATCH ADVISORS LP
0.36%0.32%#10$55.2M951,109$48.6M973,439-22,330-2.29%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#300$51.8M873,402$39.4M799,810+73,592+9.20%Add
AMERICAN CENTURY COMPANIES INC
0.02%0.02%#106$50.9M876,667$46.8M935,987-59,320-6.34%Reduce
UBS Group AG
0.01%0.01%#236$42.4M730,060$40.7M815,343-85,283-10.46%Reduce
AMERIPRISE FINANCIAL INC
0.01%0.01%#212$35.7M669,332$33.3M665,827+3,505+0.53%Add
Nuveen, LLC
0.01%0.01%#207$31.0M535,169$24.3M485,575+49,594+10.21%Add
Advisors Capital Management, LLC
0.32%0.3%#12$30.6M527,078$25.3M507,189+19,889+3.92%Add
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#224$28.1M483,990$23.5M470,255+13,735+2.92%Add
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%0.01%#246$27.1M467,653$25.4M508,456-40,803-8.02%Reduce
Aberdeen Group plc
0.04%0.04%#82$26.6M458,021$22.0M439,746+18,275+4.16%Add
GOLDENTREE ASSET MANAGEMENT LP
1.51%#2$26.0M448,299$00+448,299New Buy
MILLENNIUM MANAGEMENT LLC
0.01%0.02%#190$25.5M439,734$38.7M774,973-335,239-43.26%Reduce
ALGERT GLOBAL LLC
0.29%0.27%#14$24.3M418,847$18.0M360,691+58,156+16.12%Add
Allianz Asset Management GmbH
0.02%0.02%#113$22.9M395,432$22.3M446,609-51,177-11.46%Reduce
Legal & General Group Plc
<0.01%<0.01%#257$22.0M380,005$20.7M414,621-34,616-8.35%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.03%0.04%#98$20.0M345,400$28.2M564,400-219,000-38.80%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#376$16.7M287,981$17.6M352,049-64,068-18.20%Reduce
HSBC HOLDINGS PLC
0.01%0.01%#221$15.3M263,213$16.8M335,470-72,257-21.54%Reduce
WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#312$15.1M260,615$12.8M256,496+4,119+1.61%Add
D. E. Shaw & Co., Inc.
0.01%0.01%#215$14.8M255,216$18.3M367,293-112,077-30.51%Reduce
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.03%0.04%#86$13.2M227,330$12.4M249,039-21,709-8.72%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#374$13.0M224,665$3.4M67,300+157,365+233.83%Add
FIRST TRUST ADVISORS LP
0.01%<0.01%#203$12.9M223,183$4.4M87,451+135,732+155.21%Add
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#366$12.8M219,797$7.7M153,978+65,819+42.75%Add
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
0.18%0.14%#25$12.6M217,783$9.3M186,519+31,264+16.76%Add
MARSHALL WACE, LLP
0.01%0.02%#177$12.5M215,870$22.6M451,710-235,840-52.21%Reduce
RHUMBLINE ADVISERS
0.01%0.01%#183$12.1M209,286$10.5M209,629-343-0.16%Reduce
APG Asset Management US Inc.
0.08%#45$11.6M200,183$00+200,183New Buy
FRANKLIN RESOURCES INC
<0.01%<0.01%#323$11.4M197,098$10.0M201,149-4,051-2.01%Reduce
THRIVENT FINANCIAL FOR LUTHERANS
0.02%0.01%#124$11.2M193,302$8.5M169,503+23,799+14.04%Add
Universal- Beteiligungs- und Servicegesellschaft mbH
0.02%0.01%#128$10.9M187,475$5.3M106,736+80,739+75.64%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#391$10.8M185,600$6.4M127,901+57,699+45.11%Add
Gotham Asset Management, LLC
0.02%0.03%#105$10.6M182,485$10.6M212,860-30,375-14.27%Reduce
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#245$10.1M173,741$8.5M170,042+3,699+2.18%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow