EPR Properties: which funds bought and sold

Institutions that bought and sold EPR Properties shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 238 institutions that filed 13F reports for both quarters added to or opened positions in EPR Properties, and 200 cut or closed them. Together they added a net 1.4M shares, +2.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.9M shares (−16.8%); index fund managers were net buyers of 1.1M shares (+3.7%). 64 opened a new position and 39 sold out entirely.

Bought, Q2 2026 238 institutions, 64 of them new holders Sold, Q2 2026 200 institutions, 39 of them sold out

Net change, all compared +1.4M shares (+2.2%)

Net change, active managers −1.9M shares (−16.8%), 24 bought, 27 sold

Buyers versus sellers

institutions compared, 519

238 bought 81 200 sold

Active managers and hedge funds 24 bought · 27 sold · −1.9M

Index fund managers 7 bought · 3 sold · +1.1M

Other institutions 207 bought · 170 sold · +2.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Goldman Sachs Group Inc	+1.1M +271.9%	1.5M	$86.3M
Quantinno Capital Management LP	+575K +36.6%	2.1M	$125M
LSV Asset Management Active manager	+514K +35.4%	2.0M	$114M
Goldentree Asset Management LP	+448K New position	448K	$26M
Northern Trust Corp Index funds	+355K +30.1%	1.5M	$89.1M
Blackrock, Inc. Index funds	+332K +3.3%	10.3M	$595M
Vanguard Portfolio Management LLC Index funds	+218K +3.3%	6.8M	$395M
APG Asset Management Us Inc.	+200K New position	200K	$11.6M
Jane Street Group, LLC	+165K New position	165K	$9.6M
Invesco Ltd.	+162K +19.6%	987K	$57.2M
Vanguard Capital Management LLC Index funds	+156K +4.7%	3.4M	$200M
First Trust Advisors LP	+136K +155.2%	223K	$12.9M
Tudor Investment Corp Et Al Hedge fund	+113K New position	113K	$6.6M
Deutsche Bank Ag\	+110K +265.2%	151K	$8.8M
Corient Private Wealth LP	+99K +158.7%	161K	$9.3M
BNP Paribas Financial Markets	+88K +104.8%	171K	$9.9M
Exoduspoint Capital Management, LP Hedge fund	+83K New position	83K	$4.8M
Schonfeld Strategic Advisors LLC Hedge fund	+83K New position	83K	$4.8M
Universal- Beteiligungs- Und Servicegesellschaft Mbh	+81K +75.6%	187K	$10.9M
Jpmorgan Chase & Co	+74K +9.2%	873K	$51.8M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
LSV Asset Management Active manager	+514K +35.4%	2.0M	$114M
Tudor Investment Corp Et Al Hedge fund	+113K New position	113K	$6.6M
Exoduspoint Capital Management, LP Hedge fund	+83K New position	83K	$4.8M
Schonfeld Strategic Advisors LLC Hedge fund	+83K New position	83K	$4.8M
Price T Rowe Associates Inc Active manager	+66K +42.7%	220K	$12.8M
Algert Global LLC Hedge fund	+58K +16.1%	419K	$24.3M
Edgestream Partners, L.P. Hedge fund	+44K +377.0%	55K	$3.2M
Schroder Investment Management Group Active manager	+43K +49.3%	129K	$7.6M
Cambiar Investors LLC Active manager	+30K New position	30K	$1.7M
Victory Capital Management Inc Active manager	+22K +14.8%	169K	$9.8M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Balyasny Asset Management L.P. Hedge fund	−926K −94.9%	49K	$2.9M
Millennium Management LLC Hedge fund	−335K −43.3%	440K	$25.5M
Freestone Grove Partners LP Hedge fund	−282K Sold out	0	—
Marshall Wace, LLP Hedge fund	−236K −52.2%	216K	$12.5M
Renaissance Technologies LLC Hedge fund	−219K −38.8%	345K	$20M
Morgan Stanley	−216K −17.4%	1.0M	$59.3M
Qube Research & Technologies Ltd Hedge fund	−171K −87.6%	24K	$1.4M
Virginia Retirement Systems Et Al	−149K −64.7%	82K	$4.7M
Y-Intercept (Hong Kong) Ltd	−147K −88.7%	19K	$1.1M
D. E. Shaw & Co., Inc. Hedge fund	−134K −36.5%	233K	$13.5M
Two Sigma Investments, LP Hedge fund	−126K −49.0%	131K	$7.6M
AQR Capital Management LLC Hedge fund	−123K −8.4%	1.3M	$77.5M
Barclays PLC	−120K −48.4%	128K	$7.4M
Point72 Asset Management, L.P. Hedge fund	−119K Sold out	0	—
Uniplan Investment Counsel, Inc.	−96K Sold out	0	—
UBS Group AG	−85K −10.5%	730K	$42.4M
Alliancebernstein L.P. Active manager	−78K −30.3%	179K	$8.9M
HSBC Holdings PLC	−72K −21.5%	263K	$15.3M
Bank Of America Corp	−64K −18.2%	288K	$16.7M
American Century Companies Inc Active manager	−59K −6.3%	877K	$50.9M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Balyasny Asset Management L.P. Hedge fund	−926K −94.9%	49K	$2.9M
Millennium Management LLC Hedge fund	−335K −43.3%	440K	$25.5M
Freestone Grove Partners LP Hedge fund	−282K Sold out	0	—
Marshall Wace, LLP Hedge fund	−236K −52.2%	216K	$12.5M
Renaissance Technologies LLC Hedge fund	−219K −38.8%	345K	$20M
Qube Research & Technologies Ltd Hedge fund	−171K −87.6%	24K	$1.4M
D. E. Shaw & Co., Inc. Hedge fund	−134K −36.5%	233K	$13.5M
Two Sigma Investments, LP Hedge fund	−126K −49.0%	131K	$7.6M
AQR Capital Management LLC Hedge fund	−123K −8.4%	1.3M	$77.5M
Point72 Asset Management, L.P. Hedge fund	−119K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Goldentree Asset Management LP	448K	$26M
APG Asset Management Us Inc.	200K	$11.6M
Jane Street Group, LLC	165K	$9.6M
Tudor Investment Corp Et AlHedge fund	113K	$6.6M
Exoduspoint Capital Management, LPHedge fund	83K	$4.8M
Schonfeld Strategic Advisors LLCHedge fund	83K	$4.8M
Picton Mahoney Asset Management	42K	$2.4M
Mackenzie Financial Corp	36K	$2.1M
Janney Montgomery Scott LLC	30K	$1.7M
Cambiar Investors LLCActive manager	30K	$1.7M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Freestone Grove Partners LPHedge fund	282K	$14.1M
Point72 Asset Management, L.P.Hedge fund	119K	$5.9M
Uniplan Investment Counsel, Inc.	96K	$4.8M
Landscape Capital Management, L.L.C.	41K	$2M
Pfg Advisors	36K	$1.8M
Wedge Capital Management L L PActive manager	33K	$1.6M
Lazard Asset Management LLCActive manager	30K	$1.5M
Global Assets Advisory, LLC	44K	$900,144
Frank, Rimerman Advisors LLC	13K	$624,600
Cambria Investment Management, L.P.	12K	$606,215

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 487
Ten largest holders: 54.4%
Index fund managers: 46.7%
Active managers and hedge funds: 14.6%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	24	27	8	7	−1.9M	−16.8%
Index fund managers	7	3	0	0	+1.1M	+3.7%
Other institutions	207	170	56	32	+2.2M	+10.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on EPR Properties.

Only managers that filed a holdings report for both quarters are compared (519 here). 14 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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