UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK

861177

City

NEW YORK

State / Country

Stock

EPR — Epr Properties

Top Portfolio Positions

3,056 positions · $463,181,710,327 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	198,975,239	$34,701,281,677	7.49%
AAPL	Apple Inc. Technology	105,510,753	$26,777,573,998	5.78%
MSFT	Microsoft Corp Technology	63,832,188	$23,628,761,025	5.10%
AMZN	Amazon Com Inc Consumer Cyclical	73,870,444	$15,384,997,367	3.32%
GOOGL	Alphabet Inc. Communication Services	45,196,290	$12,996,645,147	2.81%
AVGO	Broadcom Inc. Technology	39,039,932	$12,083,249,345	2.61%
TSLA	Tesla, Inc. Consumer Cyclical	19,749,768	$7,341,976,247	1.59%
META	Meta Platforms, Inc. Communication Services	12,673,154	$7,250,691,590	1.57%
LLY	ELI LILLY & Co Healthcare	7,072,021	$6,504,632,749	1.40%
JPM	Jpmorgan Chase & Co Financial Services	18,698,779	$5,500,432,825	1.19%

Portfolio Trend

25 quarters · across all stocks

Holdings in EPR

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,402,457	508,456	+144759.3%	Shares	Defined	2026-05-13
2025-12-31	$17,514	351	-99.9%	Shares	Defined	2026-02-13
2025-09-30	$30,501,479	525,797	-20.5%	Shares	Other	2025-11-14
2025-06-30	$38,514,282	661,076	+25.9%	Shares	Defined	2025-08-14
2025-03-31	$27,614,090	524,883	+13.4%	Shares	Defined	2025-05-19
2024-12-31	$20,503,362	463,039	+1.2%	Shares	Defined	2025-02-14
2024-09-30	$22,441,730	457,621	+304.7%	Shares	Defined	2024-11-14
2024-06-30	$4,746,971	113,077	-71.6%	Shares	Defined	2024-08-14
2024-03-31	$16,897,133	398,048	+5.5%	Shares	Defined	2024-05-15
2023-12-31	$18,288,030	377,462	-12.3%	Shares	Defined	2024-02-14
2023-09-30	$17,886,454	430,584	+2.1%	Shares	Defined	2023-11-13
2023-06-30	$19,745,337	421,909	0.0%	Shares	Defined	2023-08-11
2023-03-31	$16,074,728	421,909	+8.1%	Shares	Defined	2023-05-15
2022-12-31	$14,725,884	390,400	+5.4%	Shares	Defined	2023-02-14
2022-09-30	$13,281,284	370,365	-8.3%	Shares	Defined	2022-11-14
2022-06-30	$18,958,167	403,967	-3.2%	Shares	Defined	2022-08-12
2022-03-31	$22,829,712	417,286	+0.6%	Shares	Defined	2022-05-16
2021-12-31	$19,702,267	414,872	+10.5%	Shares	Defined	2022-02-14
2021-09-30	$18,545,445	375,566	+9.0%	Shares	Defined	2021-11-15
2021-06-30	$18,157,423	344,674	-5.4%	Shares	Defined	2021-08-16
2021-03-31	$16,968,635	364,212	-2.1%	Shares	Defined	2021-05-14
2020-12-31	$12,095,426	372,167	+20.5%	Shares	Defined	2021-03-01
2020-09-30	$8,491,696	308,789	+2.2%	Shares	Defined	2020-11-13
2020-06-30	$10,008,270	302,091	-19.4%	Shares	Defined	2020-08-14
2020-03-31	$9,076,659	374,759	—	Shares	Defined	2020-05-15
No 13F history on record for this holder in this stock.