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EPR Properties (EPR) Institutional Ownership

EPR Properties logo
$44.27 -0.37 (-0.83%)
(As of 11/20/2024 ET)

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

Current
Institutional Ownership
Percentage
74.66%
Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$260.39M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$63.25M
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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
11/18/2024 Sunbelt Securities Inc.4,000$196K0.0%N/A0.005%
11/16/2024 Geode Capital Management LLC1,425,119$69.90M0.0%+0.5%1.882%
11/15/2024 M&T Bank Corp12,146$596K0.0%+11.1%0.016%
11/15/2024 Barclays PLC40,647$1.99M0.0%+14.6%0.054%
11/15/2024 Public Employees Retirement System of Ohio136,441$6.69M0.0%-0.3%0.180%
11/15/2024 Nomura Asset Management Co. Ltd.94,070$4.61M0.0%-1.2%0.124%
11/15/2024 XTX Topco Ltd13,238$649K0.0%+157.8%0.017%
11/15/2024 Wellington Management Group LLP4,232$208K0.0%-77.6%0.006%
11/15/2024 State Street Corp3,827,642$188.80M0.0%-0.3%5.054%
11/15/2024 Stifel Financial Corp24,714$1.21M0.0%+56.5%0.033%
11/15/2024 Quantinno Capital Management LP126,026$6.18M0.1%+28.4%0.166%
11/15/2024 Heitman Real Estate Securities LLC17,147$525K0.0%-2.0%0.023%
11/15/2024 HighTower Advisors LLC6,926$342K0.0%-44.0%0.009%
11/15/2024 Erste Asset Management GmbH9,100$442K0.0%N/A0.012%
11/14/2024 Captrust Financial Advisors5,379$264K0.0%+9.8%0.007%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC457,621$22.44M0.0%+304.7%0.604%
11/14/2024 MetLife Investment Management LLC41,415$2.03M0.0%-1.7%0.055%
11/13/2024 Brooklyn Investment Group560$27K0.0%N/A0.001%
11/13/2024 Quantbot Technologies LP21,830$1.07M0.0%N/A0.029%
11/13/2024 FMR LLC96,368$4.73M0.0%-50.2%0.127%
11/13/2024 Hancock Whitney Corp26,776$1.31M0.0%+10.1%0.035%
11/12/2024 Penserra Capital Management LLC24,081$1.18M0.0%+23.0%0.032%
11/12/2024 Pitcairn Co.4,695$230K0.0%-12.0%0.006%
11/12/2024 Algert Global LLC140,626$6.90M0.2%+58.6%0.186%
11/12/2024 Cerity Partners LLC19,022$933K0.0%+31.1%0.025%
11/12/2024 Eagle Asset Management Inc.115,342$5.22M0.0%N/A0.152%
11/12/2024 Charles Schwab Investment Management Inc.1,349,900$66.20M0.0%+4.2%1.782%
11/9/2024 Landscape Capital Management L.L.C.6,375$313K0.0%N/A0.008%
11/9/2024 Primecap Management Co. CA129,260$6.34M0.0%-2.0%0.171%
11/9/2024 Intech Investment Management LLC19,532$958K0.0%-42.1%0.026%
11/8/2024 Ontario Teachers Pension Plan Board6,691$328K0.0%-90.1%0.009%
11/7/2024 Swiss National Bank147,788$7.25M0.0%-0.7%0.195%
11/7/2024 Thrivent Financial for Lutherans251,233$12.32M0.0%-8.8%0.332%
11/6/2024 Mutual of America Capital Management LLC40,925$2.01M0.0%-5.5%0.054%
11/6/2024 Cornercap Investment Counsel Inc.4,522$222K0.1%-80.1%0.006%
11/6/2024 Metis Global Partners LLC7,797$382K0.0%+31.8%0.010%
11/6/2024 Kovack Advisors Inc.12,450$611K0.1%-3.9%0.016%
11/6/2024 Oppenheimer & Co. Inc.69,903$3.43M0.1%-1.1%0.092%
11/5/2024 Victory Capital Management Inc.14,456$709K0.0%-7.3%0.019%
11/5/2024 Prime Capital Investment Advisors LLC19,126$938K0.0%-4.3%0.025%
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11/5/2024 Sumitomo Mitsui Trust Group Inc.81,888$4.02M0.0%-7.0%0.108%
11/5/2024 GSA Capital Partners LLP23,945$1.17M0.1%-53.5%0.032%
11/4/2024 Versor Investments LP18,600$912K0.1%+43.1%0.025%
11/4/2024 Venturi Wealth Management LLC1,474$72K0.0%+42.3%0.002%
11/4/2024 Los Angeles Capital Management LLC302,130$14.82M0.1%+19.0%0.399%
11/4/2024 State of New Jersey Common Pension Fund D41,674$2.04M0.0%+31.6%0.055%
11/1/2024 Assetmark Inc.28,335$1.39M0.0%-2.3%0.037%
11/1/2024 Summit Global Investments28,240$1.39M0.1%-4.9%0.037%
10/31/2024 Principal Financial Group Inc.175,263$8.60M0.0%-30.5%0.231%
10/31/2024 Jackson Square Capital LLC9,580$470K0.1%N/A0.013%
10/30/2024 Amalgamated Bank36,001$1.77M0.0%-23.9%0.048%
10/30/2024 Asset Management One Co. Ltd.108,031$5.30M0.0%-1.9%0.143%
10/30/2024 QRG Capital Management Inc.75,613$3.71M0.0%+10.5%0.100%
10/29/2024 Van ECK Associates Corp12,937$611K0.0%+12.3%0.017%
10/29/2024 Harbor Capital Advisors Inc.1,583$78K0.0%N/A0.002%
10/28/2024 Focus Financial Network Inc.18,701$922K0.0%+6.2%0.025%
10/25/2024 1620 Investment Advisors Inc.14,852$728K0.5%+2.3%0.020%
10/25/2024 New York State Teachers Retirement System97,695$4.79M0.0%-2.4%0.129%
10/25/2024 Abich Financial Wealth Management LLC511$25K0.1%+1,725.0%0.001%
10/25/2024 Diversify Advisory Services LLC13,441$640K0.0%+53.4%0.018%
10/25/2024 abrdn plc15,737$772K0.0%+15.6%0.021%
10/24/2024 Nisa Investment Advisors LLC48,708$2.40M0.0%-10.3%0.064%
10/24/2024 Wealth Enhancement Advisory Services LLC14,821$727K0.0%+12.7%0.020%
10/23/2024 Mirae Asset Global Investments Co. Ltd.4,014$195K0.0%+21.0%0.005%
10/23/2024 Louisiana State Employees Retirement System21,000$1.03M0.0%-1.9%0.028%
10/23/2024 Highland Capital Management LLC5,261$258K0.0%N/A0.007%
10/23/2024 Impact Partnership Wealth LLC6,114$300K0.1%N/A0.008%
10/22/2024 International Assets Investment Management LLC66,982$3.29M0.0%N/A0.089%
10/22/2024 Lecap Asset Management Ltd.16,621$815K0.2%-7.1%0.022%
10/22/2024 Private Advisor Group LLC16,297$799K0.0%+2.2%0.022%
10/22/2024 Signaturefd LLC2,360$116K0.0%+16.1%0.003%
10/19/2024 Allspring Global Investments Holdings LLC1,381$68K0.0%-65.7%0.002%
10/19/2024Cyndeo Wealth Partners LLC137,930$6.76M0.5%+7.1%0.182%
10/18/2024Raymond James & Associates154,198$7.56M0.0%+398.0%0.204%
10/18/2024Blue Trust Inc.709$35K0.0%+67.2%0.001%
10/17/2024V Square Quantitative Management LLC556$27K0.0%N/A0.001%
10/17/2024Sumitomo Mitsui DS Asset Management Company Ltd15,307$751K0.0%+21.4%0.020%
10/16/2024 Community Bank of Raymore4,555$223K0.2%-10.9%0.006%
10/16/2024 Presima Securities ULC4,400$216K0.0%N/A0.006%
10/15/2024 RDA Financial Network13,954$684K0.2%-1.9%0.018%
10/11/2024 Creative Planning22,552$1.11M0.0%+37.9%0.030%
10/11/2024 Wedge Capital Management L L P NC32,522$1.60M0.0%-19.1%0.043%
10/10/2024 Exchange Traded Concepts LLC44,639$2.19M0.1%-10.7%0.059%
10/9/2024 Pensionfund Sabic17,500$858K0.3%+9.4%0.023%
10/9/2024 Pensionfund DSM Netherlands38,462$1.89M0.9%+13.3%0.051%
10/8/2024 CWM LLC7,683$377K0.0%+49.6%0.010%
10/7/2024 GAMMA Investing LLC825$40K0.0%+38.9%0.001%
10/5/2024 Handelsbanken Fonder AB23,400$1.15M0.0%+49.0%0.031%
10/3/2024 SG Americas Securities LLC6,787$333K0.0%-60.9%0.009%
9/16/2024 Cubist Systematic Strategies LLC63,124$2.65M0.0%-27.9%0.083%
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9/16/2024 Point72 Asia Singapore Pte. Ltd.1,335$56K0.0%N/A0.002%
9/5/2024Sanctuary Advisors LLC10,921$448K0.0%N/A0.014%
8/21/2024 Truist Financial Corp27,885$1.17M0.0%-20.3%0.037%
8/16/2024 Creative Planning16,353$686K0.0%+20.1%0.022%
8/16/2024 Algert Global LLC88,646$3.72M0.1%+369.7%0.117%
8/15/2024 Liberty Mutual Group Asset Management Inc.65,327$2.74M0.4%+34.9%0.086%
8/15/2024 Millennium Management LLC458,764$19.26M0.0%-9.8%0.606%
8/15/2024 AQR Capital Management LLC1,044,134$43.28M0.1%+64.1%1.380%
8/15/2024 AXA S.A.33,138$1.39M0.0%N/A0.044%
8/15/2024 Point72 Asia Singapore Pte. Ltd.1,335$56K0.0%N/A0.002%
(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, 276 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), State Street Corp ($188.80M), Geode Capital Management LLC ($69.90M), Charles Schwab Investment Management Inc. ($66.20M), Bank of New York Mellon Corp ($50.36M), and PGGM Investments ($49.73M).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 227 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), Rush Island Management LP ($1.03M), Norges Bank ($882.59K), LSV Asset Management ($659.25K), AQR Capital Management LLC ($478.98K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($344.54K), and Schonfeld Strategic Advisors LLC ($334.80K).

How much institutional buying is happening at EPR Properties?

Institutional investors have bought a total of 10,696,516 shares in the last 24 months. This purchase volume represents approximately $472.64M in transactions.

Which EPR Properties major shareholders have been selling company stock?

Of the 145 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: Envestnet Asset Management Inc. ($499.62K), Barclays PLC ($384.02K), Bank of New York Mellon Corp ($326.09K), Invesco Ltd. ($230.79K), Thrivent Financial for Lutherans ($229.35K), Raymond James & Associates ($196.39K), and Ontario Teachers Pension Plan Board ($170.48K).

How much institutional selling is happening at EPR Properties?

Institutional investors have sold a total of 4,368,949 shares in the last 24 months. This volume of shares sold represents approximately $188.22M in transactions.



This page (NYSE:EPR) was last updated on 11/21/2024 by MarketBeat.com Staff
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