EPRPRE — EPR PPTYS
As of Q2 2026, 5 SEC-registered investment managers reported holding EPRPRE (EPR PPTYS) in their latest 13F filings, with a combined reported value of $7.58M across 238.72K shares. That is -8.8% by share count (-22.94K shares) versus the previous quarter, while reported value moved -4.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 212.12K | $6.74M | 0.00% | Reduce |
| Manulife Financial history | 10.05K | $319.29K | 0.00% | New |
| Wells Fargo & Co history | 8.71K | $276.89K | 0.00% | Hold |
| Morgan Stanley history | 6.22K | $197.67K | 0.00% | Hold |
| UBS Group AG history | 1.61K | $51.12K | 0.00% | Add |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 245.31K | $7.45M | 0.00% | Reduce |
| Wells Fargo & Co history | 8.72K | $264.78K | 0.00% | Hold |
| Morgan Stanley history | 6.22K | $188.99K | 0.00% | Hold |
| UBS Group AG history | 1.40K | $42.65K | 0.00% | New |
Q4 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 260.99K | $7.81M | 0.00% | Reduce |
| Manulife Financial history | 12.80K | $382.98K | 0.00% | Reduce |
| Wells Fargo & Co history | 8.71K | $260.76K | 0.00% | Hold |
| Morgan Stanley history | 6.22K | $186.13K | 0.00% | Reduce |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 273.25K | $8.62M | 0.00% | Hold |
| Manulife Financial history | 25.12K | $792.88K | 0.00% | Reduce |
| Wells Fargo & Co history | 8.71K | $275.05K | 0.00% | Add |
| Morgan Stanley history | 6.47K | $204.19K | 0.00% | Hold |
| UBS Group AG history | 2.23K | $70.32K | 0.00% | Add |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 273.28K | $8.52M | 0.00% | Reduce |
| Manulife Financial history | 26.01K | $810.93K | 0.00% | Reduce |
| Bank of America Corp history | 24.22K | $755.18K | 0.00% | Reduce |
| Wells Fargo & Co history | 8.52K | $265.51K | 0.00% | Hold |
| Morgan Stanley history | 6.47K | $201.73K | 0.00% | Add |
| UBS Group AG history | 2.19K | $68.41K | 0.00% | Add |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 297.39K | $8.92M | 0.00% | Hold |
| Bank of America Corp history | 28.56K | $856.97K | 0.00% | Add |
| Manulife Financial history | 27.65K | $829.69K | 0.00% | Reduce |
| Wells Fargo & Co history | 8.52K | $255.55K | 0.00% | Hold |
| Morgan Stanley history | 5.73K | $172.08K | 0.00% | Reduce |
| UBS Group AG history | 1.01K | $30.31K | 0.00% | Reduce |
New Positions (Q2 2026)
- Manulife Financial 10.05K sh · $319.29K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 212.12K | 245.31K | 260.99K | 273.25K | 273.28K | 297.39K | 297.41K | 334.88K | — | — | — | — | — | — | — | — | — | — | — |
| Manulife Financial | 10.05K | — | 12.80K | 25.12K | 26.01K | 27.65K | 28.57K | 27.53K | 19.70K | — | 17.74K | 13.70K | 10.70K | 10.70K | — | — | — | — | — |
| Wells Fargo & Co | 8.71K | 8.72K | 8.71K | 8.71K | 8.52K | 8.52K | 8.52K | 8.53K | 7.93K | 7.38K | 5.83K | 7.06K | 6.13K | 5.73K | 501 | 1 | — | — | 1 |
| Morgan Stanley | 6.22K | 6.22K | 6.22K | 6.47K | 6.47K | 5.73K | 6.38K | 6.38K | 6.54K | 6.64K | 3.17K | 4.52K | 4.46K | 13.11K | 3.31K | 3.10K | 4.25K | 4.25K | 4.49K |
| UBS Group AG | 1.61K | 1.40K | — | 2.23K | 2.19K | 1.01K | 1.02K | 60 | 60 | 931 | 60 | 60 | 60 | 1.56K | 1.97K | 85 | 162 | 78 | 111 |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 94.61K | 94.61K | 94.61K |
| Bank of America Corp | — | — | — | — | 24.22K | 28.56K | 20.51K | — | — | — | — | 23.75K | 1.06K | 1.06K | 1.06K | 1.06K | 1.06K | 1.06K | 2.74K |