Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
449 institutional managers reported holding EPR for the quarter ended Mar 31, 2026. Together they hold about 79% of shares outstanding; the top 10 hold 45%. 58 opened new positions; 59 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 10.53M | 13.76% | $526.2M | trimmed -3% | ≤2013 |
| BlackRock | 9.92M | 12.96% | $495.7M | trimmed -2% | ≤2013 |
| State Street | 3.84M | 5.02% | $192.0M | trimmed -1.6% | ≤2013 |
| Geode Capital | 1.64M | 2.15% | $82.1M | added +3.7% | ≤2013 |
| Quantinno Capital Management LP | 1.57M | 2.05% | $78.6M | added +20.9% | 2022 Q4 |
| AQR Capital | 1.46M | 1.91% | $72.9M | unchanged | ≤2013 |
| LSV Asset Management | 1.45M | 1.90% | $72.6M | added +6.4% | 2022 Q2 |
| Charles Schwab Investment Management | 1.37M | 1.79% | $68.5M | added +2% | ≤2013 |
| UBS | 1.32M | 1.73% | $66.1M | added +146.7% | ≤2013 |
| Morgan Stanley | 1.24M | 1.62% | $61.9M | trimmed -5.1% | ≤2013 |
| Northern Trust | 1.18M | 1.54% | $59.0M | trimmed -4.5% | ≤2013 |
| Dimensional Fund Advisors | 1.13M | 1.48% | $56.5M | added +2.4% | ≤2013 |
| BNY Mellon | 1.12M | 1.46% | $55.9M | added +1.8% | ≤2013 |
| Balyasny Asset Management | 975.1k | 1.27% | $48.7M | added +640.5% | 2025 Q3 |
| Wasatch Advisors LP | 973.4k | 1.27% | $48.6M | opened | 2026 Q1 |
| American Century Companies INC | 936.0k | 1.22% | $46.8M | unchanged | 2024 Q2 |
| Invesco | 825.1k | 1.08% | $41.2M | trimmed -19% | ≤2013 |
| Millennium Management | 775.0k | 1.01% | $38.7M | added +126.5% | ≤2013 |
| Ameriprise Financial INC | 665.8k | 0.87% | $33.3M | added +4.9% | ≤2013 |
| Renaissance Technologies | 564.4k | 0.74% | $28.2M | trimmed -18.4% | 2018 Q4 |
| Advisors Capital Management, LLC | 507.2k | 0.66% | $25.3M | added +2.6% | 2024 Q2 |
| Nuveen | 485.6k | 0.63% | $24.3M | added +35.8% | ≤2013 |
| Marshall Wace | 451.7k | 0.59% | $22.6M | added +444.1% | 2024 Q2 |
| Allianz Asset Management GmbH | 446.6k | 0.58% | $22.3M | trimmed -10.1% | 2022 Q1 |
| Aberdeen Group plc | 439.7k | 0.57% | $22.0M | trimmed -5.2% | 2021 Q1 |
| Legal & General Group PLC | 414.6k | 0.54% | $20.7M | trimmed -10.4% | ≤2013 |
| Goldman Sachs | 399.8k | 0.52% | $20.0M | added +158.1% | ≤2013 |
| D. E. Shaw | 367.3k | 0.48% | $18.3M | trimmed -4% | 2021 Q2 |
| Algert Global LLC | 360.7k | 0.47% | $18.0M | added +59.3% | 2025 Q4 |
| Bank OF America CORP /DE/ | 352.0k | 0.46% | $17.6M | trimmed -18.3% | ≤2013 |
| Hsbc Holdings PLC | 335.5k | 0.44% | $16.8M | added +12.7% | ≤2013 |
| Freestone Grove Partners LP | 281.8k | 0.37% | $14.1M | trimmed -53.2% | 2025 Q4 |
| Two Sigma | 256.7k | 0.34% | $12.8M | added +51.1% | 2024 Q3 |
| Wellington Management | 256.5k | 0.34% | $12.8M | added +27% | 2023 Q2 |
| AllianceBernstein | 256.2k | 0.34% | $12.8M | added +40.5% | ≤2013 |
| Public Sector Pension Investment Board | 249.0k | 0.33% | $12.4M | opened | 2026 Q1 |
| Barclays PLC | 247.7k | 0.32% | $12.4M | trimmed -18% | ≤2013 |
| Gotham Asset Management | 212.9k | 0.28% | $10.6M | added +120.7% | 2025 Q2 |
| Rhumbline Advisers | 209.6k | 0.27% | $10.5M | unchanged | ≤2013 |
| Franklin Resources | 201.1k | 0.26% | $10.0M | added +2.6% | 2017 Q3 |
| Qube Research & Technologies LTD | 195.5k | 0.26% | $9.8M | opened | 2026 Q1 |
| Cbre Investment Management Listed Real Assets LLC | 186.5k | 0.24% | $9.3M | opened | 2026 Q1 |
| Raymond James Financial INC | 171.0k | 0.22% | $8.5M | added +158.1% | ≤2013 |
| Principal Financial Group INC | 170.0k | 0.22% | $8.5M | added +3.8% | ≤2013 |
| Thrivent Financial for Lutherans | 169.5k | 0.22% | $8.5M | added +7.9% | ≤2013 |
| Y-Intercept (Hong Kong) LTD | 166.2k | 0.22% | $8.3M | opened | 2025 Q3 |
| T. Rowe Price | 154.0k | 0.20% | $7.7M | added +15.8% | ≤2013 |
| Strs Ohio | 151.7k | 0.20% | $7.6M | added +707.4% | ≤2013 |
| Swiss National Bank | 150.2k | 0.20% | $7.5M | unchanged | ≤2013 |
| Russell Investments Group, LTD. | 148.1k | 0.19% | $7.4M | added +7.6% | 2016 Q4 |
Largest 50 of 449 shown; the full ranked, searchable register is at boothcheck.com/holders/EPR. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.