EPR
EPR PROPERTIESMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $39 | $58 | +51% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $39 | $58 | +49% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $39 | $58 | +49% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $39 | $58 | +49% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $39 | $58 | +49% |
| Two Sigma Investments re-entered | Q4 2024(8Q snapshot) | 6Q | $40 | $58 | +46% |
| Point72 Asset Management | Q1 2026(8Q snapshot) | 1Q | $57 | $58 | +1% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Maverick Capital | Q2 2024 | Q3 2024 | → $39 | +4% |
| Bridgewater Associates | Q4 2022 | Q1 2023 | → $34 | +10% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at EPR PROPERTIES. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 2, 2026 — the most recent Form 4 on file — not from today.
- Form 40001507648-26-000005Jun 2, 2026
- Form 40001586823-26-000002Jun 2, 2026
- Form 40001987316-26-000004Jun 2, 2026
- Form 40001095168-26-000002Jun 2, 2026
- Form 40001760858-26-000003Jun 2, 2026
- Form 40001269955-26-000002Jun 2, 2026
- Form 40001490409-26-000002Jun 2, 2026
- Form 40001718603-26-000006Jun 2, 2026
- Form 40001909246-26-000002Jun 2, 2026
- Form 40001251221-26-000007May 11, 2026
- Form 40001251221-26-000005Apr 16, 2026
- Form 40001652937-26-000005Apr 15, 2026
- Form 40002008647-26-000003Mar 16, 2026
- Form 40001718603-26-000002Mar 11, 2026
- Form 40001045450-26-000009Mar 3, 2026
Fundamentals
XBRL · EPR PROPERTIESAnnual figures sourced directly from EPR PROPERTIES's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for EPR PROPERTIES — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 7, 2026
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 6, 2026
- DEF 14AProxy statementMar 26, 2026
- 10-KAnnual reportFeb 26, 2026
- 8-KMaterial eventFeb 25, 2026
- 8-KMaterial eventDec 5, 2025
- 8-KMaterial eventNov 13, 2025
- 8-KMaterial eventNov 4, 2025
- 8-KMaterial eventNov 3, 2025
- 10-QQuarterly reportOct 30, 2025
- 8-KMaterial eventOct 29, 2025
- 10-QQuarterly reportJul 31, 2025
- 8-KMaterial eventJul 30, 2025
- 10-QQuarterly reportMay 8, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | open | $57 | $58 | +1% |
| Two Sigma Investments | Q2 2025 | open | $50 | $58 | +16% |
| D.E. Shaw | Q2 2025 | open | $50 | $58 | +16% |
| Two Sigma Investments | Q4 2024 | Q1 2025 | $40 | $44 | +11% |
| Citadel Advisors | Q3 2024 | open | $39 | $58 | +49% |
| D.E. Shaw | Q3 2024 | Q1 2025 | $39 | $44 | +13% |
| AQR Capital Management | Q3 2024 | open | $39 | $58 | +49% |
| Millennium Management | Q3 2024 | open | $39 | $58 | +49% |
| Renaissance Technologies | Q3 2024 | open | $39 | $58 | +51% |
| Maverick Capital | Q2 2024 | Q3 2024 | $37 | $39 | +4% |
| Bridgewater Associates | Q4 2022 | Q1 2023 | $31 | $34 | +10% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.