EPR Properties (EPR) Institutional Ownership

$42.57
-0.23 (-0.54%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for EPR Properties (NYSE:EPR)

Current
Institutional Ownership
Percentage
74.66%
Number of
Institutional Buyers
(last 12 months)
154
Total
Institutional Inflows
(last 12 months)
$293.90M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$99.99M
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EPR Institutional Buying and Selling by Quarter

EPR Properties Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Hancock Whitney Corp27,642$1.17M0.0%-5.7%0.037%
5/16/2024 California State Teachers Retirement System75,270$3.20M0.0%-5.2%0.099%
5/16/2024 Caxton Associates LP96,103$4.08M0.2%+97.5%0.127%
5/15/2024 Public Employees Retirement System of Ohio137,156$5.82M0.0%-2.3%0.181%
5/15/2024 Public Employees Retirement Association of Colorado7,638$324K0.0%-11.7%0.010%
5/15/2024 Price T Rowe Associates Inc. MD61,346$2.61M0.0%+48.3%0.081%
5/15/2024 Keeley Teton Advisors LLC44,292$1.88M0.2%+12.7%0.059%
5/14/2024 EntryPoint Capital LLC1,117$47K0.0%N/A0.001%
5/14/2024 MQS Management LLC9,138$388K0.2%N/A0.012%
5/14/2024 Natixis72,764$3.09M0.0%+188.4%0.096%
5/14/2024 CANADA LIFE ASSURANCE Co109,137$4.63M0.0%+2.8%0.144%
5/14/2024 American International Group Inc.99,704$4.23M0.0%-2.0%0.132%
5/10/2024 Ontario Teachers Pension Plan Board78,854$3.35M0.0%+47.1%0.104%
5/10/2024 Vanguard Group Inc.11,366,416$482.50M0.0%+1.0%15.020%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp23,843$997K0.0%+64.4%0.032%
5/9/2024 Midwest Professional Planners LTD.30,442$1.29M0.5%+27.1%0.040%
5/9/2024 State Board of Administration of Florida Retirement System87,338$3.71M0.0%+0.5%0.115%
5/9/2024 Camelot Portfolios LLC10,397$441K0.4%-41.9%0.014%
5/8/2024 Russell Investments Group Ltd.96,379$4.09M0.0%+205.7%0.127%
5/8/2024 QRG Capital Management Inc.60,200$2.56M0.0%+4.5%0.080%
5/7/2024 Oppenheimer & Co. Inc.69,802$2.96M0.0%+18.5%0.092%
5/7/2024 SG Americas Securities LLC7,273$309K0.0%-61.3%0.010%
5/6/2024 Quantbot Technologies LP10,726$455K0.0%N/A0.014%
5/6/2024 LSV Asset Management1,134,354$48.15M0.1%+2.0%1.499%
5/6/2024 Texas Permanent School Fund Corp65,927$2.80M0.0%+1.4%0.087%
5/3/2024 GSA Capital Partners LLP29,231$1.24M0.1%-22.4%0.039%
5/2/2024 Mutual of America Capital Management LLC44,884$1.91M0.0%-3.6%0.059%
5/1/2024 BNP Paribas Financial Markets22,216$943K0.0%+55.4%0.029%
5/1/2024 Mirae Asset Global Investments Co. Ltd.233,469$9.91M0.0%+13.2%0.309%
4/30/2024 Retirement Systems of Alabama94,594$4.02M0.0%+0.3%0.125%
4/30/2024 Allspring Global Investments Holdings LLC4,010$170K0.0%+72.5%0.005%
4/29/2024Commonwealth Equity Services LLC143,745$6.10M0.0%+3.4%0.190%
4/29/2024 Principal Financial Group Inc.283,575$12.04M0.0%+2.6%0.375%
4/26/2024 Yousif Capital Management LLC34,288$1.46M0.0%-2.2%0.045%
4/25/2024 New York State Teachers Retirement System110,595$4.70M0.0%-5.8%0.146%
4/24/2024 Spire Wealth Management2,554$108K0.0%+82.7%0.003%
4/23/2024 Louisiana State Employees Retirement System21,700$921K0.0%+2.4%0.029%
4/23/2024 Amalgamated Bank49,344$2.10M0.0%-7.6%0.065%
4/23/2024 Raymond James Financial Services Advisors Inc.56,267$2.39M0.0%+8.7%0.074%
4/22/2024 GraniteShares Advisors LLC34,585$1.47M0.8%+14.6%0.046%
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4/19/2024 PCG Wealth Advisors LLC14,104$599K0.3%+78.0%0.019%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.88,618$3.76M0.0%-0.3%0.117%
4/18/2024 Naviter Wealth LLC6,013$257K0.0%+24.9%0.008%
4/18/2024 State of Michigan Retirement System18,489$785K0.0%+2.2%0.024%
4/18/2024 Allspring Global Investments Holdings LLC4,010$170K0.0%+72.5%0.005%
4/13/2024 Community Bank of Raymore5,110$217K0.1%-21.5%0.007%
4/11/2024 BTC Capital Management Inc.7,292$310K0.0%N/A0.010%
4/9/2024 Mather Group LLC.849$36K0.0%N/A0.001%
4/8/2024Pensionfund Sabic16,000$679K0.2%+14.3%0.021%
4/5/2024 Los Angeles Capital Management LLC252,904$10.74M0.0%+0.8%0.334%
4/5/2024 CWM LLC2,118$90K0.0%+68.0%0.003%
4/3/2024 Strategic Advocates LLC8,526$362K0.1%N/A0.011%
4/3/2024Pensionfund DSM Netherlands33,962$1.44M0.8%+9.7%0.045%
3/11/2024 Vanguard Group Inc.11,257,272$545.42M0.0%-0.7%14.875%
3/5/2024 Wellington Management Group LLP1,691,029$81.93M0.0%+290.3%2.234%
2/28/2024 American International Group Inc.101,743$4.93M0.0%-4.1%0.135%
2/16/2024Spouting Rock Asset Management LLC17,271$837K0.3%-14.4%0.023%
2/14/2024 Caxton Associates LP48,667$2.36M0.1%N/A0.065%
2/14/2024 Lighthouse Investment Partners LLC175,000$8.48M0.4%+75.0%0.232%
2/14/2024 Vermillion & White Wealth Management Group LLC512$25K0.0%N/A0.001%
2/13/2024 Pinebridge Investments L.P.9,700$470K0.0%N/A0.013%
2/13/2024 Keeley Teton Advisors LLC39,310$1.91M0.2%-1.2%0.052%
2/13/2024 Oppenheimer & Co. Inc.58,887$2.85M0.1%-3.0%0.078%
2/13/2024 Campbell & CO Investment Adviser LLC41,884$2.03M0.2%-28.0%0.056%
2/12/2024Treasurer of the State of North Carolina32,910$1.59M0.0%+1.0%0.044%
2/12/2024 Allianz Asset Management GmbH89,195$4.32M0.0%+93.9%0.118%
2/12/2024 Hsbc Holdings PLC41,409$2.01M0.0%+14.7%0.055%
2/9/2024 Primecap Management Co. CA136,400$6.61M0.0%-0.2%0.181%
2/9/2024 Nomura Asset Management Co. Ltd.85,320$4.13M0.0%-1.9%0.113%
2/9/2024 Allstate Corp12,408$601K0.0%-84.2%0.016%
2/9/2024 Ontario Teachers Pension Plan Board53,595$2.60M0.0%-7.4%0.071%
2/9/2024 Worth Venture Partners LLC5,450$264K0.1%-14.2%0.007%
2/9/2024 Franklin Resources Inc.39,633$1.92M0.0%+14.7%0.053%
2/9/2024 Assetmark Inc.25,793$1.25M0.0%+22.3%0.034%
2/9/2024 Quest Partners LLC22,842$1.11M0.2%N/A0.030%
2/9/2024 Coldstream Capital Management Inc.9,818$476K0.0%-2.6%0.013%
2/9/2024 Norges Bank882,587$42.76M0.0%N/A1.172%
2/8/2024 Panagora Asset Management Inc.5,896$286K0.0%+6.9%0.008%
2/8/2024 Vanguard Personalized Indexing Management LLC12,298$596K0.0%-33.4%0.016%
2/8/2024 Mitsubishi UFJ Asset Management Co. Ltd.46,695$2.21M0.0%+2.2%0.062%
2/8/2024 Massachusetts Financial Services Co. MA22,705$1.10M0.0%+1.6%0.030%
2/7/2024 Avantax Advisory Services Inc.4,651$225K0.0%N/A0.006%
2/7/2024 Principal Financial Group Inc.276,501$13.40M0.0%-0.5%0.367%
2/7/2024 Dimensional Fund Advisors LP1,061,160$51.41M0.0%+0.3%1.409%
2/7/2024 QRG Capital Management Inc.57,635$2.79M0.0%+7.7%0.077%
2/7/2024 BNP Paribas Financial Markets14,293$692K0.0%+16.1%0.019%
2/7/2024 Teacher Retirement System of Texas36,189$1.75M0.0%-26.1%0.048%
2/7/2024 Versor Investments LP9,000$436K0.1%N/A0.012%
2/7/2024 Principal Securities Inc.637$31K0.0%N/A0.001%
2/6/2024 Charles Schwab Investment Management Inc.1,244,414$60.29M0.0%+1.4%1.652%
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2/6/2024 Private Advisor Group LLC7,903$383K0.0%+31.6%0.010%
2/6/2024 Wealthcare Advisory Partners LLC4,581$222K0.0%N/A0.006%
2/6/2024 Metis Global Partners LLC4,954$240K0.0%N/A0.007%
2/6/2024 Measured Wealth Private Client Group LLC6,535$317K0.1%N/A0.009%
2/6/2024 LSV Asset Management1,112,454$53.90M0.1%-2.9%1.477%
2/6/2024 M&T Bank Corp11,474$556K0.0%+8.7%0.015%
2/6/2024 Amalgamated Bank53,380$2.59M0.0%+8.6%0.071%
2/6/2024 Los Angeles Capital Management LLC251,020$12.16M0.0%+0.3%0.333%
2/6/2024 Swiss National Bank148,388$7.19M0.0%-10.3%0.197%
2/6/2024 Robertson Stephens Wealth Management LLC4,724$230K0.0%N/A0.006%
(Data available from 1/1/2016 forward)

EPR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPR shares?

During the previous two years, 271 institutional investors and hedge funds held shares of EPR Properties. The most heavily invested institutionals were Vanguard Group Inc. ($482.50M), Invesco Ltd. ($218.45M), Wellington Management Group LLP ($81.93M), Charles Schwab Investment Management Inc. ($60.29M), Geode Capital Management LLC ($58.95M), Bank of New York Mellon Corp ($58.46M), and Dimensional Fund Advisors LP ($51.41M).Learn more on EPR's institutional investors.

What percentage of EPR Properties stock is owned by institutional investors?

74.66% of EPR Properties stock is owned by institutional investors. Learn more on EPR's institutional investor holdings.

Which institutional investors have been buying EPR Properties stock?

Of the 228 institutional investors that purchased EPR Properties stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($1.36M), PGGM Investments ($1.34M), LSV Asset Management ($1.06M), Rush Island Management LP ($1.03M), Norges Bank ($882.59K), Prudential Financial Inc. ($376.96K), and Schonfeld Strategic Advisors LLC ($334.80K).

How much institutional buying is happening at EPR Properties?

Institutional investors have bought a total of 12,802,369 shares in the last 24 months. This purchase volume represents approximately $545.90M in transactions.

Which EPR Properties major shareholders have been selling company stock?

Of the 159 institutional investors that sold EPR Properties stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Prudential Financial Inc. ($1.68M), Envestnet Asset Management Inc. ($499.62K), Natixis ($463.60K), Barclays PLC ($454.16K), Bank of New York Mellon Corp ($332.94K), Raymond James & Associates ($316.00K), and Point72 Asset Management L.P. ($298.70K).

How much institutional selling is happening at EPR Properties?

Institutional investors have sold a total of 7,609,792 shares in the last 24 months. This volume of shares sold represents approximately $313.85M in transactions.


This page (NYSE:EPR) was last updated on 5/19/2024 by MarketBeat.com Staff

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