EPR — EPR PROPERTIESToday's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
5
all time
Members · 12m
0
0 buys · 0 sells · by trade date
Latest filing
08-13
2023-08-13
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
1
13F holders
375
all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 5Institutional 375

Congress · disclosure timeline

By trade date · 24 months · 0 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

No dated EPR rows fall inside the trailing 24 months by trade date.

Members active in EPR

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).

No member disclosed EPR in the trailing 12 months.

Congressional disclosures

Newest filed firstAll 5 rows ↗
Latest congressional filings mentioning EPR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-08-13Daniel S. Goldman D–NY-10SELLTraded 07-12 +32d$1K–$15K
2020-04-11Zoe Lofgren D–CA-18SELL SP (spouse-owned)Traded 03-16 +26d$1K–$15K
2019-04-15Van Taylor R–TX-3SELL SP (spouse-owned)Traded 03-25 +21d$1K–$15K
2017-07-18Zoe Lofgren D–CA-18BUY SP (spouse-owned)Traded 06-15 +33d$1K–$15K
2015-07-20Susan M. Collins R–MESELL SP (spouse-owned)Traded 2014-07-23 LATE·362d$1K–$15Kamendment pending

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

Top institutional holders of EPR for quarter 2026-03-31, 1–25 of 375 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$496M1
derived ·§ EDGAR ↗
2VANGUARD PORTFOLIO MANAGEMENT LLC$329M1
derived ·§ EDGAR ↗
3STATE STREET CORP$193M1
derived ·§ EDGAR ↗
4VANGUARD CAPITAL MANAGEMENT LLC$164M1
derived ·§ EDGAR ↗
5Quantinno Capital Management LP$78.6M1
derived ·§ EDGAR ↗
6AQR CAPITAL MANAGEMENT LLC$72.3M1
derived ·§ EDGAR ↗
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC$68.6M1
derived ·§ EDGAR ↗
8MORGAN STANLEY$61.9M1
derived ·§ EDGAR ↗
9NORTHERN TRUST CORP$59.0M1
derived ·§ EDGAR ↗
10DIMENSIONAL FUND ADVISORS LP$56.5M1
derived ·§ EDGAR ↗
11BALYASNY ASSET MANAGEMENT L.P.$48.7M1
derived ·§ EDGAR ↗
12WASATCH ADVISORS LP$48.6M1
derived ·§ EDGAR ↗
13AMERICAN CENTURY COMPANIES INC$46.8M1
derived ·§ EDGAR ↗
14Invesco Ltd.$41.2M1
derived ·§ EDGAR ↗
15UBS Group AG$40.7M1
derived ·§ EDGAR ↗
16MILLENNIUM MANAGEMENT LLC$38.7M1
derived ·§ EDGAR ↗
17RENAISSANCE TECHNOLOGIES LLC$28.2M1
derived ·§ EDGAR ↗
18UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$25.4M1
derived ·§ EDGAR ↗
19Advisors Capital Management, LLC$25.3M1
derived ·§ EDGAR ↗
20Nuveen, LLC$24.3M1
derived ·§ EDGAR ↗
21VANGUARD FIDUCIARY TRUST CO$23.5M1
derived ·§ EDGAR ↗
22Allianz Asset Management GmbH$22.3M1
derived ·§ EDGAR ↗
23Aberdeen Group plc$22.0M1
derived ·§ EDGAR ↗
24Legal & General Group Plc$20.7M1
derived ·§ EDGAR ↗
25D. E. Shaw & Co., Inc.$18.3M1
derived ·§ EDGAR ↗
Show all 375 holders
Truncated by Public Filings. All 327 13F filers reporting this share class are listed. Method ↗

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Congress ↔ notable managers · EPR

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $10.6M held
Trimming
1 Caxton Associates $3.8M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · EPR PPTYS

Merged timeline of congressional filings and notable-manager moves on EPR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+116,429 sh
2026-05-14Caxton Associates 13FTRIM−7,356 sh

2 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)no rows
Congress net ($ bound)$0
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.