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EPR Properties (EPR) Institutional Ownership

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$46.89 +0.24 (+0.52%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for EPR Properties (NYSE:EPR)

Current
Institutional Ownership
Percentage
74.66%
Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$263.25M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$66.03M
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EPR Institutional Buying and Selling by Quarter

EPR Properties Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Teamwork Financial Advisors LLC10,689$473K0.1%N/A0.014%
1/17/2025 Nisa Investment Advisors LLC46,626$2.08M0.0%-4.3%0.062%
1/16/2025 Diversify Advisory Services LLC18,235$808K0.0%+35.7%0.024%
1/13/2025 Moody National Bank Trust Division11,135$493K0.1%-2.5%0.015%
1/8/2025 Sterneck Capital Management LLC5,708$253K0.1%N/A0.008%
1/6/2025 Pensionfund DSM Netherlands33,462$1.48M0.9%-13.0%0.044%
1/3/2025 GAMMA Investing LLC1,127$50K0.0%+36.6%0.001%
12/26/2024JPMorgan Chase & Co.673,117$33.01M0.0%+35.7%0.889%
12/19/2024Principal Financial Group Inc.175,263$8.60M0.0%-30.5%0.231%
12/6/2024Retirement Systems of Alabama91,983$4.51M0.0%-1.5%0.121%
11/27/2024Franklin Resources Inc.79,018$3.86M0.0%-50.1%0.104%
11/25/2024World Investment Advisors LLC10,537$517K0.0%N/A0.014%
11/25/2024Sanctuary Advisors LLC14,971$674K0.0%+37.1%0.020%
11/18/2024Sunbelt Securities Inc.4,000$196K0.0%N/A0.005%
11/16/2024Geode Capital Management LLC1,425,119$69.90M0.0%+0.5%1.882%
11/15/2024M&T Bank Corp12,146$596K0.0%+11.1%0.016%
11/15/2024Barclays PLC40,647$1.99M0.0%+14.6%0.054%
11/15/2024Public Employees Retirement System of Ohio136,441$6.69M0.0%-0.3%0.180%
11/15/2024Nomura Asset Management Co. Ltd.94,070$4.61M0.0%-1.2%0.124%
11/15/2024XTX Topco Ltd13,238$649K0.0%+157.8%0.017%
11/15/2024Wellington Management Group LLP4,232$208K0.0%-77.6%0.006%
11/15/2024State Street Corp3,827,642$188.80M0.0%-0.3%5.054%
11/15/2024Stifel Financial Corp24,714$1.21M0.0%+56.5%0.033%
11/15/2024Quantinno Capital Management LP126,026$6.18M0.1%+28.4%0.166%
11/15/2024Heitman Real Estate Securities LLC17,147$525K0.0%-2.0%0.023%
11/15/2024HighTower Advisors LLC6,926$342K0.0%-44.0%0.009%
11/15/2024Erste Asset Management GmbH9,100$442K0.0%N/A0.012%
11/14/2024Captrust Financial Advisors5,379$264K0.0%+9.8%0.007%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC457,621$22.44M0.0%+304.7%0.604%
11/14/2024MetLife Investment Management LLC41,415$2.03M0.0%-1.7%0.055%
11/13/2024 Brooklyn Investment Group560$27K0.0%N/A0.001%
11/13/2024Quantbot Technologies LP21,830$1.07M0.0%N/A0.029%
11/13/2024FMR LLC96,368$4.73M0.0%-50.2%0.127%
11/13/2024Hancock Whitney Corp26,776$1.31M0.0%+10.1%0.035%
11/12/2024Penserra Capital Management LLC24,081$1.18M0.0%+23.0%0.032%
11/12/2024Pitcairn Co.4,695$230K0.0%-12.0%0.006%
11/12/2024Algert Global LLC140,626$6.90M0.2%+58.6%0.186%
11/12/2024Cerity Partners LLC19,022$933K0.0%+31.1%0.025%
11/12/2024Eagle Asset Management Inc.115,342$5.22M0.0%N/A0.152%
11/12/2024Charles Schwab Investment Management Inc.1,349,900$66.20M0.0%+4.2%1.782%
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11/9/2024Landscape Capital Management L.L.C.6,375$313K0.0%N/A0.008%
11/9/2024Primecap Management Co. CA129,260$6.34M0.0%-2.0%0.171%
11/9/2024Intech Investment Management LLC19,532$958K0.0%-42.1%0.026%
11/8/2024Ontario Teachers Pension Plan Board6,691$328K0.0%-90.1%0.009%
11/7/2024Swiss National Bank147,788$7.25M0.0%-0.7%0.195%
11/7/2024Thrivent Financial for Lutherans251,233$12.32M0.0%-8.8%0.332%
11/6/2024Mutual of America Capital Management LLC40,925$2.01M0.0%-5.5%0.054%
11/6/2024Cornercap Investment Counsel Inc.4,522$222K0.1%-80.1%0.006%
11/6/2024Metis Global Partners LLC7,797$382K0.0%+31.8%0.010%
11/6/2024Kovack Advisors Inc.12,450$611K0.1%-3.9%0.016%
11/6/2024Oppenheimer & Co. Inc.69,903$3.43M0.1%-1.1%0.092%
11/5/2024Victory Capital Management Inc.14,456$709K0.0%-7.3%0.019%
11/5/2024Prime Capital Investment Advisors LLC19,126$938K0.0%-4.3%0.025%
11/5/2024Sumitomo Mitsui Trust Group Inc.81,888$4.02M0.0%-7.0%0.108%
11/5/2024GSA Capital Partners LLP23,945$1.17M0.1%-53.5%0.032%
11/4/2024Versor Investments LP18,600$912K0.1%+43.1%0.025%
11/4/2024Venturi Wealth Management LLC1,474$72K0.0%+42.3%0.002%
11/4/2024Los Angeles Capital Management LLC302,130$14.82M0.1%+19.0%0.399%
11/4/2024State of New Jersey Common Pension Fund D41,674$2.04M0.0%+31.6%0.055%
11/1/2024Assetmark Inc.28,335$1.39M0.0%-2.3%0.037%
11/1/2024Summit Global Investments28,240$1.39M0.1%-4.9%0.037%
10/31/2024Principal 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%
10/30/2024Amalgamated Bank36,001$1.77M0.0%-23.9%0.048%
10/30/2024Asset Management One Co. Ltd.108,031$5.30M0.0%-1.9%0.143%
10/30/2024QRG Capital Management Inc.75,613$3.71M0.0%+10.5%0.100%
10/29/2024Van ECK Associates Corp12,937$611K0.0%+12.3%0.017%
10/29/2024 Harbor Capital Advisors Inc.1,583$78K0.0%N/A0.002%
10/28/2024Focus Financial Network Inc.18,701$922K0.0%+6.2%0.025%
10/25/20241620 Investment Advisors Inc.14,852$728K0.5%+2.3%0.020%
10/25/2024New York State Teachers Retirement System97,695$4.79M0.0%-2.4%0.129%
10/25/2024Abich 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%
10/25/2024abrdn 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%
10/23/2024Mirae Asset Global Investments Co. Ltd.4,014$195K0.0%+21.0%0.005%
10/23/2024Louisiana State Employees Retirement System21,000$1.03M0.0%-1.9%0.028%
10/23/2024Highland Capital Management LLC5,261$258K0.0%N/A0.007%
10/23/2024Impact Partnership Wealth LLC6,114$300K0.1%N/A0.008%
10/22/2024 International Assets Investment Management LLC66,982$3.29M0.0%N/A0.089%
10/22/2024Lecap Asset Management Ltd.16,621$815K0.2%-7.1%0.022%
10/22/2024Private Advisor Group LLC16,297$799K0.0%+2.2%0.022%
10/22/2024Signaturefd LLC2,360$116K0.0%+16.1%0.003%
10/19/2024Allspring 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%
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10/16/2024 Community Bank of Raymore4,555$223K0.2%-10.9%0.006%
10/16/2024Presima Securities ULC4,400$216K0.0%N/A0.006%
10/15/2024 RDA Financial Network13,954$684K0.2%-1.9%0.018%
10/11/2024Creative 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%
10/10/2024Exchange 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%
10/8/2024CWM LLC7,683$377K0.0%+49.6%0.010%
10/7/2024 GAMMA Investing LLC825$40K0.0%+38.9%0.001%
(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, 278 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 10,890,441 shares in the last 24 months. This purchase volume represents approximately $482.28M in transactions.

Which EPR Properties major shareholders have been selling company stock?

Of the 147 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 ($299.91K), Invesco Ltd. ($230.79K), Thrivent Financial for Lutherans ($229.35K), Principal Financial Group Inc. ($223.28K), and Raymond James & Associates ($196.39K).

How much institutional selling is happening at EPR Properties?

Institutional investors have sold a total of 4,479,885 shares in the last 24 months. This volume of shares sold represents approximately $194.28M in transactions.


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This page (NYSE:EPR) was last updated on 1/20/2025 by MarketBeat.com Staff
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