Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

EPR PROPERTIES

CIK 0001045450EPREPR-PCEPR-PEEPR-PG· quarter ending 2026-06-30

Shares outstanding

76,608,922

as of 2026-07-29 · 10-Q cover page, filed 2026-07-30

Held by 13F filers

63,502,348

82.9% of shares outstanding

Holders

489

+24 vs 2026-03-31 · 69 new, 45 exited

Value

$3.7B

shares +3.7% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-30, as of 2026-07-29)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	EPR · NYSE	76,608,922	63,502,348	82.9%	489	26884U109

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
26884U109	COM SH BEN INT	489	63,502,348	76,608,922	82.9%	$3.7B	3 call / 5 put	13DG	holders →
26884U208	PFD C CV 5.75%not common	30	4,258,164 $18K principal	—	—	$110.1M	—	NPORT	holders →
26884U307	CONV PFD 9% SR Enot common	33	2,218,109 $320 principal	—	—	$71.3M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 7 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 489 · 26884U109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	10,256,061	13.39%	$595.0M	+331,543 (+3.3%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	6,809,179	8.89%	$395.0M	+217,801 (+3.3%)
3	STATE STREET CORP	3,810,709	4.97%	$222.2M	-33,947 (-0.9%)
4	VANGUARD CAPITAL MANAGEMENT LLC	3,441,922	4.49%	$199.7M	+155,966 (+4.7%)
5	Quantinno Capital Management LP	2,148,163	2.80%	$124.6M	+575,425 (+36.6%)
6	LSV ASSET MANAGEMENT	1,966,967	2.57%	$114.1M	+514,209 (+35.4%)
7	GEODE CAPITAL MANAGEMENT, LLC	1,660,236	2.17%	$96.3M	+17,467 (+1.1%)
8	NORTHERN TRUST CORP	1,535,465	2.00%	$89.1M	+355,015 (+30.1%)
9	GOLDMAN SACHS GROUP INC	1,487,023	1.94%	$86.3M	+1,087,192 (+271.9%)
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,369,256	1.79%	$79.4M	-2,879 (-0.2%)
11	AQR CAPITAL MANAGEMENT LLC	1,336,730	1.74%	$77.5M	-122,941 (-8.4%)
12	DIMENSIONAL FUND ADVISORS LP	1,118,808	1.46%	$64.9M	-12,872 (-1.1%)
13	Bank of New York Mellon Corp	1,094,415	1.43%	$63.5M	-24,474 (-2.2%)
14	MORGAN STANLEY	1,022,635	1.33%	$59.3M	-215,969 (-17.4%)
15	Invesco Ltd.	986,761	1.29%	$57.2M	+161,664 (+19.6%)
16	NORGES BANK	963,880	1.26%	$55.9M	NEW
17	WASATCH ADVISORS LP	951,109	1.24%	$55.2M	-22,330 (-2.3%)
18	AMERICAN CENTURY COMPANIES INC	876,667	1.14%	$50.9M	-59,320 (-6.3%)
19	JPMORGAN CHASE & CO	873,402	1.14%	$51.8M	+73,592 (+9.2%)
20	UBS Group AG	730,060	0.95%	$42.4M	-85,283 (-10.5%)
21	AMERIPRISE FINANCIAL INC	669,332	0.87%	$35.7M	+3,505 (+0.5%)
22	Nuveen, LLC	535,169	0.70%	$31.0M	+49,594 (+10.2%)
23	Advisors Capital Management, LLC	527,078	0.69%	$30.6M	+19,889 (+3.9%)
24	VANGUARD FIDUCIARY TRUST CO	483,990	0.63%	$28.1M	+13,735 (+2.9%)
25	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	467,653	0.61%	$27.1M	-40,803 (-8.0%)
26	Aberdeen Group plc	458,021	0.60%	$26.6M	+18,275 (+4.2%)
27	GOLDENTREE ASSET MANAGEMENT LP	448,299	0.59%	$26.0M	NEW
28	MILLENNIUM MANAGEMENT LLC	439,734	0.57%	$25.5M	-335,239 (-43.3%)
29	ALGERT GLOBAL LLC	418,847	0.55%	$24.3M	+58,156 (+16.1%)
30	Allianz Asset Management GmbH	401,496	0.52%	$23.3M	-45,113 (-10.1%)
31	Legal & General Group Plc	380,005	0.50%	$22.0M	-34,616 (-8.3%)
32	RENAISSANCE TECHNOLOGIES LLC	345,400	0.45%	$20.0M	-219,000 (-38.8%)
33	BANK OF AMERICA CORP /DE/	287,981	0.38%	$16.7M	-64,068 (-18.2%)
34	HSBC HOLDINGS PLC	263,213	0.34%	$15.3M	-72,257 (-21.5%)
35	WELLINGTON MANAGEMENT GROUP LLP	260,615	0.34%	$15.1M	+4,119 (+1.6%)
36	D. E. Shaw & Co., Inc.	233,216	0.30%	$13.5M	-134,077 (-36.5%)
37	Public Sector Pension Investment Board	227,330	0.30%	$13.2M	-21,709 (-8.7%)
38	FIRST TRUST ADVISORS LP	223,183	0.29%	$12.9M	+135,732 (+155.2%)
39	PRICE T ROWE ASSOCIATES INC /MD/	219,797	0.29%	$12.8M	+65,819 (+42.7%)
40	CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC	217,783	0.28%	$12.6M	+31,264 (+16.8%)
41	MARSHALL WACE, LLP	215,870	0.28%	$12.5M	-235,840 (-52.2%)
42	RHUMBLINE ADVISERS	209,286	0.27%	$12.1M	-343 (-0.2%)
43	APG Asset Management US Inc.	200,183	0.26%	$11.6M	NEW
44	FRANKLIN RESOURCES INC	197,098	0.26%	$11.4M	-4,051 (-2.0%)
45	Thrivent Financial for Lutherans	193,302	0.25%	$11.2M	+23,799 (+14.0%)
46	Universal- Beteiligungs- und Servicegesellschaft mbH	187,475	0.24%	$10.9M	+80,739 (+75.6%)
47	Gotham Asset Management, LLC	182,485	0.24%	$10.6M	-30,375 (-14.3%)
48	ALLIANCEBERNSTEIN L.P.	178,680	0.23%	$8.9M	-77,557 (-30.3%)
49	PRINCIPAL FINANCIAL GROUP INC	173,741	0.23%	$10.1M	+3,699 (+2.2%)
50	BNP PARIBAS FINANCIAL MARKETS	171,174	0.22%	$9.9M	+87,582 (+104.8%)
51	VICTORY CAPITAL MANAGEMENT INC	168,646	0.22%	$9.8M	+21,800 (+14.8%)
52	RAYMOND JAMES FINANCIAL INC	168,547	0.22%	$9.8M	-2,496 (-1.5%)
53	JANE STREET GROUP, LLC	164,865	0.22%	$9.6M	NEW
54	Corient Private Wealth LP	160,736	0.21%	$9.3M	+98,602 (+158.7%)
55	Swiss National Bank	153,488	0.20%	$8.9M	+3,300 (+2.2%)
56	DEUTSCHE BANK AG\	151,075	0.20%	$8.8M	+109,707 (+265.2%)
57	Caisse de depot et placement du Quebec	144,152	0.19%	$8.4M	-2,397 (-1.6%)
58	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	143,073	0.19%	$8.3M	+4,375 (+3.2%)
59	STRS OHIO	142,389	0.19%	$8.3M	-9,295 (-6.1%)
60	CANADA LIFE ASSURANCE Co	139,325	0.18%	$8.1M	-426 (-0.3%)
61	ZACKS INVESTMENT MANAGEMENT	138,772	0.18%	$8.1M	+7,386 (+5.6%)
62	STATE OF WISCONSIN INVESTMENT BOARD	135,310	0.18%	$7.8M	-10,727 (-7.3%)
63	TWO SIGMA INVESTMENTS, LP	131,000	0.17%	$7.6M	-125,722 (-49.0%)
64	SCHRODER INVESTMENT MANAGEMENT GROUP	128,993	0.17%	$7.6M	+42,569 (+49.3%)
65	BARCLAYS PLC	127,872	0.17%	$7.4M	-119,818 (-48.4%)
66	Creative Planning	123,391	0.16%	$7.2M	+47,415 (+62.4%)
67	NOMURA ASSET MANAGEMENT CO LTD	123,380	0.16%	$7.2M	+5,360 (+4.5%)
68	FMR LLC	122,655	0.16%	$7.1M	+11,616 (+10.5%)
69	MERCER GLOBAL ADVISORS INC /ADV	122,139	0.16%	$7.1M	+7,474 (+6.5%)
70	PRUDENTIAL FINANCIAL INC	121,909	0.16%	$7.1M	+1,935 (+1.6%)
71	TUDOR INVESTMENT CORP ET AL	113,185	0.15%	$6.6M	NEW
72	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	108,055	0.14%	$6.3M	-743 (-0.7%)
73	CITIGROUP INC	104,833	0.14%	$6.1M	-17,478 (-14.3%)
74	Asset Management One Co., Ltd.	104,494	0.14%	$6.1M	-1,583 (-1.5%)
75	Russell Investments Group, Ltd.	96,089	0.13%	$5.6M	-51,981 (-35.1%)
76	INTECH INVESTMENT MANAGEMENT LLC	90,525	0.12%	$5.3M	-46,436 (-33.9%)
77	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	90,510	0.12%	$5.3M	—
78	LPL Financial LLC	90,033	0.12%	$5.2M	-594 (-0.7%)
79	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	88,573	0.12%	$5.1M	-4,115 (-4.4%)
80	Apollo Management Holdings, L.P.	86,610	0.11%	$5.0M	—
81	ExodusPoint Capital Management, LP	82,720	0.11%	$4.8M	NEW
82	Schonfeld Strategic Advisors LLC	82,706	0.11%	$4.8M	NEW
83	OSAIC HOLDINGS, INC.	81,677	0.11%	$4.7M	+12,210 (+17.6%)
84	VIRGINIA RETIREMENT SYSTEMS ET Al	81,633	0.11%	$4.7M	-149,349 (-64.7%)
85	Sumitomo Mitsui Trust Group, Inc.	81,284	0.11%	$4.7M	-1,690 (-2.0%)
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	80,535	0.11%	$4.7M	-2,180 (-2.6%)
87	Retirement Systems of Alabama	79,130	0.10%	$4.6M	-14,214 (-15.2%)
88	Focus Partners Wealth	76,676	0.10%	$4.4M	+9,833 (+14.7%)
89	MACQUARIE GROUP LTD	76,312	0.10%	$4.4M	-6,759 (-8.1%)
90	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	76,287	0.10%	$4.4M	-869 (-1.1%)
91	Ballast Asset Management, LP	74,891	0.10%	$4.3M	-726 (-1.0%)
92	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	74,176	0.10%	$4.3M	+21,176 (+40.0%)
93	Swedbank AB	73,232	0.10%	$4.2M	+150 (+0.2%)
94	CAXTON ASSOCIATES LLP	72,402	0.09%	$4.2M	-3,425 (-4.5%)
95	VOYA INVESTMENT MANAGEMENT LLC	71,451	0.09%	$4.1M	+1,619 (+2.3%)
96	VANGUARD ASSET MANAGEMENT, Ltd	70,110	0.09%	$4.1M	+2,812 (+4.2%)
97	SEI INVESTMENTS CO	69,208	0.09%	$4.0M	-25,887 (-27.2%)
98	Vanguard Investments Australia, Ltd.	69,050	0.09%	$4.0M	+101 (+0.1%)
99	Mitsubishi UFJ Asset Management Co., Ltd.	65,643	0.09%	$3.8M	+3,500 (+5.6%)
100	CITADEL ADVISORS LLC	61,179	0.08%	$3.5M	+13,243 (+27.6%)
101	State of New Jersey Common Pension Fund D	61,128	0.08%	$3.5M	+19,454 (+46.7%)
102	Zurcher Kantonalbank (Zurich Cantonalbank)	59,486	0.08%	$3.5M	-716 (-1.2%)
103	State of Alaska, Department of Revenue	58,211	0.08%	$3.4M	-999 (-1.7%)
104	Edgestream Partners, L.P.	55,102	0.07%	$3.2M	+43,550 (+377.0%)
105	Summit Trail Advisors, LLC	53,780	0.07%	$3.1M	+717 (+1.4%)
106	MANUFACTURERS LIFE INSURANCE COMPANY, THE	53,524	0.07%	$3.1M	+330 (+0.6%)
107	North Star Investment Management Corp.	53,500	0.07%	$3.1M	—
108	Midwest Professional Planners, LTD.	53,325	0.07%	$3.1M	+15,793 (+42.1%)
109	EXCHANGE TRADED CONCEPTS, LLC	53,182	0.07%	$3.1M	+4,013 (+8.2%)
110	WELLS FARGO & COMPANY/MN	52,540	0.07%	$3.0M	+7,400 (+16.4%)
111	XTX Topco Ltd	51,192	0.07%	$3.0M	-39,059 (-43.3%)
112	Balyasny Asset Management L.P.	49,303	0.06%	$2.9M	-925,761 (-94.9%)
113	BANK OF MONTREAL /CAN/	49,283	0.06%	$2.9M	+7,121 (+16.9%)
114	OPPENHEIMER & CO INC	48,530	0.06%	$2.8M	-144 (-0.3%)
115	ENVESTNET ASSET MANAGEMENT INC	48,239	0.06%	$2.8M	-4,934 (-9.3%)
116	HUB Investment Partners, LLC	47,244	0.06%	$2.7M	+2,650 (+5.9%)
117	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	46,194	0.06%	$2.5M	+16,435 (+55.2%)
118	SG Americas Securities, LLC	46,171	0.06%	$2.7M	+27,462 (+146.8%)
119	EFG International AG	46,081	0.06%	$2.7M	—
120	Convergence Investment Partners, LLC	44,971	0.06%	$2.6M	+23,413 (+108.6%)
121	Amundi	44,084	0.06%	$2.6M	+2,194 (+5.2%)
122	Cambridge Investment Research Advisors, Inc.	43,188	0.06%	$2.5M	+23,949 (+124.5%)
123	Focus Financial Network, Inc.	42,394	0.06%	$2.5M	+1,533 (+3.8%)
124	Hennion & Walsh Asset Management, Inc.	42,101	0.05%	$2.4M	+7,094 (+20.3%)
125	PICTON MAHONEY ASSET MANAGEMENT	41,831	0.05%	$2.4M	NEW
126	NEUBERGER BERMAN GROUP LLC	41,737	0.05%	$2.4M	+11,234 (+36.8%)
127	New Age Alpha Advisors, LLC	40,756	0.05%	$2.4M	-7,652 (-15.8%)
128	Sterling Capital Management LLC	40,748	0.05%	$2.4M	+2,179 (+5.6%)
129	MetLife Investment Management, LLC	38,964	0.05%	$2.3M	-620 (-1.6%)
130	STIFEL FINANCIAL CORP	38,804	0.05%	$2.3M	+1,258 (+3.4%)
131	ROYAL BANK OF CANADA	36,902	0.05%	$2.1M	+4,154 (+12.7%)
132	Cerity Partners LLC	36,308	0.05%	$2.1M	-4,530 (-11.1%)
133	MACKENZIE FINANCIAL CORP	36,227	0.05%	$2.1M	NEW
134	Campbell & CO Investment Adviser LLC	34,934	0.05%	$2.0M	-1,858 (-5.1%)
135	AMALGAMATED BANK	33,787	0.04%	$2.0M	-1,016 (-2.9%)
136	Resona Asset Management Co.,Ltd.	33,630	0.04%	$2.0M	-184 (-0.5%)
137	Jupiter Topco LLC	33,158	0.04%	$1.9M	NEW
138	Pensionfund PDN	32,962	0.04%	$1.9M	—
139	Police & Firemen's Retirement System of New Jersey	32,953	0.04%	$1.9M	+1,717 (+5.5%)
140	Cetera Investment Advisers	32,449	0.04%	$1.9M	+5,868 (+22.1%)
141	Treasurer of the State of North Carolina	31,870	0.04%	$1.8M	-70 (-0.2%)
142	Bridgefront Capital, LLC	31,590	0.04%	$1.8M	-1,416 (-4.3%)
143	NEW YORK STATE COMMON RETIREMENT FUND	31,147	0.04%	$1.8M	+516 (+1.7%)
144	Daiwa Securities Group Inc.	30,727	0.04%	$1.8M	-948 (-3.0%)
145	Janney Montgomery Scott LLC	29,935	0.04%	$1.7M	NEW
146	CAMBIAR INVESTORS LLC	29,729	0.04%	$1.7M	NEW
147	Vanguard Global Advisers, LLC	29,539	0.04%	$1.7M	-1,968 (-6.2%)
148	QRG CAPITAL MANAGEMENT, INC.	29,459	0.04%	$1.7M	+2,753 (+10.3%)
149	State of Tennessee, Department of Treasury	29,339	0.04%	$1.7M	+11,612 (+65.5%)
150	ASSETMARK, INC	28,954	0.04%	$1.7M	-944 (-3.2%)
151	HANCOCK WHITNEY CORP	28,685	0.04%	$1.7M	-49 (-0.2%)
152	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	28,384	0.04%	$1.6M	-795 (-2.7%)
153	NISA INVESTMENT ADVISORS, LLC	26,935	0.04%	$1.6M	-7,852 (-22.6%)
154	Entropy Technologies, LP	26,696	0.03%	$1.5M	NEW
155	PCG Wealth Advisors, LLC	26,629	0.03%	$1.5M	—
156	Engineers Gate Manager LP	26,432	0.03%	$1.5M	+4,382 (+19.9%)
157	Penserra Capital Management LLC	26,236	0.03%	$1.5M	-2,109 (-7.4%)
158	Handelsbanken Fonder AB	26,000	0.03%	$1.5M	+2,300 (+9.7%)
159	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	25,168	0.03%	$1.5M	—
160	Qube Research & Technologies Ltd	24,201	0.03%	$1.4M	-171,331 (-87.6%)
161	Chicago Partners Investment Group LLC	23,803	0.03%	$1.5M	+5,061 (+27.0%)
162	DIVERSIFY WEALTH MANAGEMENT, LLC	23,524	0.03%	$1.5M	+769 (+3.4%)
163	Diversify Advisory Services, LLC	23,524	0.03%	$1.5M	+1,554 (+7.1%)
164	Louisiana State Employees Retirement System	22,400	0.03%	$1.3M	+300 (+1.4%)
165	B. Metzler seel. Sohn & Co. AG	21,978	0.03%	$1.3M	—
166	Vestcor Inc	21,377	0.03%	$1.2M	—
167	VAN ECK ASSOCIATES CORP	21,322	0.03%	$1.2M	+71 (+0.3%)
168	1620 INVESTMENT ADVISORS, INC.	21,172	0.03%	$1.2M	-799 (-3.6%)
169	SYON CAPITAL LLC	21,117	0.03%	$1.2M	+2,431 (+13.0%)
170	ARIZONA STATE RETIREMENT SYSTEM	21,110	0.03%	$1.2M	+196 (+0.9%)
171	YOUSIF CAPITAL MANAGEMENT, LLC	21,061	0.03%	$1.2M	-1,246 (-5.6%)
172	Oak Thistle LLC	21,056	0.03%	$1.2M	+8,931 (+73.7%)
173	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	20,688	0.03%	$1.2M	+11,746 (+131.4%)
174	Metis Global Partners, LLC	19,953	0.03%	$1.2M	+4 (+0.0%)
175	Prime Capital Investment Advisors, LLC	19,697	0.03%	$1.1M	-128 (-0.6%)
176	Sumitomo Mitsui DS Asset Management Company, Ltd	19,313	0.03%	$1.1M	+2,494 (+14.8%)
177	Vanguard Personalized Indexing Management, LLC	19,267	0.03%	$1.1M	+158 (+0.8%)
178	Tidal Investments LLC	19,203	0.03%	$1.1M	-5,451 (-22.1%)
179	COMMONWEALTH EQUITY SERVICES, LLC	19,003	0.02%	$1.1M	-1,097 (-5.5%)
180	TEACHER RETIREMENT SYSTEM OF TEXAS	18,940	0.02%	$1.1M	-1,528 (-7.5%)
181	KLP KAPITALFORVALTNING AS	18,900	0.02%	$1.1M	+2,100 (+12.5%)
182	Y-Intercept (Hong Kong) Ltd	18,764	0.02%	$1.1M	-147,431 (-88.7%)
183	WINCAP FINANCIAL LLC	18,313	0.02%	$1.1M	+1,444 (+8.6%)
184	Graham Capital Management, L.P.	18,101	0.02%	$1.1M	-6,530 (-26.5%)
185	DekaBank Deutsche Girozentrale	17,938	0.02%	$881K	—
186	STATE OF MICHIGAN RETIREMENT SYSTEM	17,889	0.02%	$1.0M	-400 (-2.2%)
187	Mariner, LLC	17,862	0.02%	$1.0M	-38,323 (-68.2%)
188	Pathstone Holdings, LLC	17,493	0.02%	$1.0M	-313 (-1.8%)
189	KESTRA PRIVATE WEALTH SERVICES, LLC	17,395	0.02%	$1.0M	+2,012 (+13.1%)
190	Kera Capital Partners, Inc.	17,390	0.02%	$1.0M	+2,933 (+20.3%)
191	Pensionfund Sabic	17,300	0.02%	$1.0M	—
192	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	17,210	0.02%	$998K	+153 (+0.9%)
193	Arax Advisory Partners	16,995	0.02%	$986K	+10,633 (+167.1%)
194	Caprock Group, LLC	16,883	0.02%	$985K	+2,473 (+17.2%)
195	M&T Bank Corp	16,557	0.02%	$961K	+785 (+5.0%)
196	Inscription Capital, LLC	16,276	0.02%	$944K	-3,897 (-19.3%)
197	Kestra Advisory Services, LLC	16,193	0.02%	$939K	-1,715 (-9.6%)
198	ELEVATION POINT WEALTH PARTNERS, LLC	15,880	0.02%	$926K	-2,003 (-11.2%)
199	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	15,834	0.02%	$919K	+200 (+1.3%)
200	Vestmark Advisory Solutions, Inc.	15,586	0.02%	$904K	-1,797 (-10.3%)
201	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	15,485	0.02%	$898K	+1,630 (+11.8%)
202	GSA CAPITAL PARTNERS LLP	15,379	0.02%	$892K	-3,983 (-20.6%)
203	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	15,300	0.02%	$888K	—
204	FAMILY WEALTH PARTNERS, LLC	14,509	0.02%	$842K	+860 (+6.3%)
205	Versant Capital Management, Inc	14,160	0.02%	$821K	-120 (-0.8%)
206	Ameritas Investment Partners, Inc.	14,080	0.02%	$817K	+126 (+0.9%)
207	EP Wealth Advisors, LLC	14,067	0.02%	$816K	+3,820 (+37.3%)
208	Texas Yale Capital Corp.	14,050	0.02%	$815K	—
209	EVOLVE PRIVATE WEALTH, LLC	13,853	0.02%	$808K	-1,566 (-10.2%)
210	Verdence Capital Advisors LLC	13,845	0.02%	$803K	-382 (-2.7%)
211	Lighthouse Investment Partners, LLC	13,562	0.02%	$787K	NEW
212	MML INVESTORS SERVICES, LLC	13,536	0.02%	$785K	+2,461 (+22.2%)
213	Sound Stewardship, LLC	13,500	0.02%	$783K	-1,639 (-10.8%)
214	CERTUITY, LLC	13,424	0.02%	$779K	+2,033 (+17.8%)
215	Connor, Clark & Lunn Investment Management Ltd.	13,399	0.02%	$777K	NEW
216	CHILDRESS CAPITAL ADVISORS, LLC	13,300	0.02%	$772K	-693 (-5.0%)
217	Baker Avenue Asset Management, LP	13,200	0.02%	$766K	+2,009 (+18.0%)
218	Byrne Asset Management LLC	13,058	0.02%	$757K	+132 (+1.0%)
219	Focus Partners Advisor Solutions, LLC	12,987	0.02%	$753K	-3,661 (-22.0%)
220	Kovack Advisors, Inc.	12,818	0.02%	$740K	+2,305 (+21.9%)
221	IEQ CAPITAL, LLC	12,465	0.02%	$723K	-38,633 (-75.6%)
222	IFM Investors Pty Ltd	12,237	0.02%	$710K	—
223	BOOTHBAY FUND MANAGEMENT, LLC	12,199	0.02%	$708K	+7,082 (+138.4%)
224	INDEPENDENT FINANCIAL GROUP, LLC	12,093	0.02%	$702K	-1,200 (-9.0%)
225	NISSAY ASSET MANAGEMENT CORP /JAPAN	11,991	0.02%	$696K	-89 (-0.7%)
226	BTC Capital Management, Inc.	11,886	0.02%	$690K	+343 (+3.0%)
227	Abel Hall, LLC	11,861	0.02%	$688K	+26 (+0.2%)
228	Mitsubishi UFJ Trust & Banking Corp	11,840	0.02%	$687K	-54,884 (-82.3%)
229	D.A. DAVIDSON & CO.	11,628	0.02%	$675K	-577 (-4.7%)
230	Sequoia Financial Advisors, LLC	11,499	0.02%	$667K	-6,631 (-36.6%)
231	Pictet Asset Management Holding SA	11,274	0.01%	$654K	-275 (-2.4%)
232	COLDSTREAM CAPITAL MANAGEMENT INC	11,146	0.01%	$647K	+731 (+7.0%)
233	INCEPTIONR LLC	11,133	0.01%	$646K	+5,996 (+116.7%)
234	HighTower Advisors, LLC	10,855	0.01%	$630K	-1,349 (-11.1%)
235	WEDBUSH SECURITIES INC	10,850	0.01%	$629K	-856 (-7.3%)
236	Ilmarinen Mutual Pension Insurance Co	10,800	0.01%	$627K	-7,100 (-39.7%)
237	Jain Global LLC	10,688	0.01%	$620K	NEW
238	Robeco Institutional Asset Management B.V.	10,652	0.01%	$618K	+1,808 (+20.4%)
239	Groupe la Francaise	10,405	0.01%	$604K	+566 (+5.8%)
240	Sanctuary Advisors, LLC	10,354	0.01%	$601K	+134 (+1.3%)
241	NATIXIS ADVISORS, LLC	10,343	0.01%	$600K	+284 (+2.8%)
242	Pacer Advisors, Inc.	10,144	0.01%	$588K	-450 (-4.2%)
243	CHOREO, LLC	9,984	0.01%	$579K	-247 (-2.4%)
244	Optas, LLC	9,810	0.01%	$569K	-1,005 (-9.3%)
245	Crossmark Global Holdings, Inc.	9,746	0.01%	$565K	—
246	Ameritas Advisory Services, LLC	9,746	0.01%	$565K	NEW
247	MOODY NATIONAL BANK TRUST DIVISION	9,682	0.01%	$562K	+22 (+0.2%)
248	Jefferies Financial Group Inc.	9,640	0.01%	$559K	+4,649 (+93.1%)
249	Hazelview Securities Inc.	9,622	0.01%	$569K	+3,302 (+52.2%)
250	RFG Advisory, LLC	9,581	0.01%	$556K	-358 (-3.6%)

Exited since 2026-03-31 (45 filers; largest 25 shown)

Freestone Grove Partners LP	−281,766
Point72 Asset Management, L.P.	−118,688
Uniplan Investment Counsel, Inc.	−96,027
Global Assets Advisory, LLC	−43,995
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	−40,719
PFG Advisors	−35,650
JANUS HENDERSON GROUP PLC	−33,158
WEDGE CAPITAL MANAGEMENT L L P/NC	−32,532
LAZARD ASSET MANAGEMENT LLC	−29,880
CWM, LLC	−15,358
Frank, Rimerman Advisors LLC	−12,502
Cambria Investment Management, L.P.	−12,134
MQS Management LLC	−10,367
QUADRANT CAPITAL GROUP LLC	−9,398
Impact Partnership Wealth, LLC	−8,721
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−7,601
TWINBEECH CAPITAL LP	−7,255
IMC-Chicago, LLC	−7,157
Brooklyn Investment Group	−6,782
Calamos Advisors LLC	−6,020
Calamos Wealth Management LLC	−6,020
Orion Porfolio Solutions, LLC	−5,144
Vanderbilt University	−5,118
BLUEFIN CAPITAL MANAGEMENT, LLC	−5,100
Man Group plc	−5,091

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
STATE STREET CORPORATION	SCHEDULE 13G	2026-08-07	2026-06-30	3,810,709	5%
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	3,914,919	5.11%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	6,600,424	8.62%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
Infrastructure Capital Advisors, LLC	SCHEDULE 13G/A	2026-02-17	2025-12-31	0	0%
Jay Hatfield	SCHEDULE 13G/A	2026-02-17	2025-12-31	0	0%
Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I	SCHEDULE 13G/A	2026-02-17	2025-12-31	121,506	3.52%
InfraCap Equity Income Fund ETF, a series of Series Portfolios Trust	SCHEDULE 13G/A	2025-11-14	2025-09-30	1,045	0.03%
BlackRock, Inc.	SCHEDULE 13G/A	2025-04-28	2025-03-31	8,478,406	11.1%
VIRTUS INFRACAP U.S. PREFERRED STOCK ETF, A SERIES OF ETFIS SERIES TRUST 1	SCHEDULE 13G/A	2025-02-14	2024-12-31	502,796	14.6%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.