$EPR

$56.01 -$0.39 (0.69%) Close

$EPR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 76.6M shares outstanding

Who owns EPR?

By type of holder

Institutions 85.7% Insiders 0.1% Everyone else 14.2%

Concentration Top 10 holders own 45.2%

BlackRock, Inc. 13.7% · Vanguard Portfolio Management LLC 8.9%

Institutional ownership

85.7%

+3.0 pts vs last qtr

Institutional holders

503

+20 vs last qtr

Net shares bought

+2.3M

by institutions in Q2 2026

New / sold out

67 / 47

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Goldman Sachs Group Inc +1.1M
Norges Bank NEW +963.9K

Biggest sellers in Q2 2026

Balyasny Asset Management L.P. −925.8K
Millennium Management LLC −335.2K

Who is planning to sell?

Notices of proposed sale, last 12 months

$6.88M

20 notices from 9 people

Shares covered

123.7K

0.16% of the company

Arranged in advance

63%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Gregory Zimmerman Trust Former executive $1.91M
Zimmerman Gregory E Officer 10b5-1 $1.53M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+20.5%

+2.09% a year

Each share's claim on the business

−17.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$67.1M vs $132M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years72% 3–5 years10% 1–3 years9% Under 1 year9%

Quarterly turnover

9.8%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting EPR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	10.5M	13.66%	+298.3K (+2.9%)	≤2021	0.0%
Shares held by quarter Peak holding10.9M (Q4'24) Change over 8 quarters−439.1K Share of the company13.660% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	6.8M	8.89%	+217.8K (+3.3%)	≤2021	0.0%
Shares held by quarter Peak holding6.8M (Q2'26) Change over 8 quarters+6.8M Share of the company8.890% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

10.5M

% of company

13.66%

Change vs last qtr

+298.3K (+2.9%)

Held since

≤2021

Vanguard Portfolio Management LLC

6.8M

% of company

8.89%

Change vs last qtr

+217.8K (+3.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Epr Properties, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting EPR on Form N-PORT; together they hold 37.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VR Vanguard Real Estate Index Fund Vanguard Specialized Funds	$181M	2.9M	3.80%	0.25%	July 31, 2026
IC iShares Core S&P Mid-Cap ETF iShares Trust	$152M	2.6M	3.42%	0.12%	June 30, 2026

Vanguard Real Estate Index Fund

Vanguard Specialized Funds

Position value

$181M

% of company

3.80%

% of the fund

0.25%

As of

July 31, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$152M

% of company

3.42%

% of the fund

0.12%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Epr Properties and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MT Mater Tonya L. Insider	31.2K	0.04%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.040% Mater Tonya L.'s insider activity →
BP Brown Peter C Insider	20.0K	0.03%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.030% Brown Peter C's insider activity →

Mater Tonya L.

Insider

31.2K

% of company

0.04%

Change vs last qtr

—

Held since

—

Brown Peter C

Insider

20.0K

% of company

0.03%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of Epr Properties.

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