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EPR Properties (EPR) Institutional Ownership

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$49.42 -0.12 (-0.24%)
Closing price 03:59 PM Eastern
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$49.36 -0.07 (-0.13%)
As of 07:52 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)
194
Total
Institutional Inflows
(last 12 months)
$641.67M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$109.06M
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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
2/21/2025AlphaCore Capital LLC9,254$410K0.1%N/A0.012%
2/19/2025 Formidable Asset Management LLC9,595$425K0.1%N/A0.013%
2/19/2025 GF Fund Management CO. LTD.1,376$61K0.0%N/A0.002%
2/19/2025 Public Employees Retirement System of Ohio134,162$5.94M0.0%-1.7%0.177%
2/18/2025 Sunbelt Securities Inc.8,000$354K0.0%+100.0%0.011%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC463,039$20.50M0.0%+1.2%0.611%
2/17/2025 Vermillion & White Wealth Management Group LLC5,032$223K0.2%N/A0.007%
2/17/2025 Two Sigma Advisers LP26,100$1.16M0.0%-69.1%0.034%
2/17/2025 Sycale Advisors NY LLC719,758$31.87M8.3%-6.5%0.950%
2/17/2025 Quantinno Capital Management LP162,393$7.19M0.1%+28.9%0.214%
2/17/2025 Nissay Asset Management Corp Japan ADV10,447$459K0.0%+4.1%0.014%
2/17/2025 Nuveen Asset Management LLC297,444$13.17M0.0%-34.4%0.393%
2/17/2025 Lighthouse Investment Partners LLC109,000$4.83M0.2%N/A0.144%
2/17/2025 Focus Partners Wealth7,799$345K0.0%+26.7%0.010%
2/17/2025 Deutsche Bank AG47,877$2.12M0.0%-2.1%0.063%
2/17/2025 EP Wealth Advisors LLC4,545$201K0.0%N/A0.006%
2/17/2025 Cetera Investment Advisers18,360$813K0.0%-1.6%0.024%
2/17/2025 Brevan Howard Capital Management LP9,766$432K0.0%N/A0.013%
2/17/2025 Bridgefront Capital LLC6,337$281K0.1%-18.7%0.008%
2/17/2025 Caxton Associates LP55,506$2.46M0.1%-42.8%0.073%
2/17/2025 Bastion Asset Management Inc.21,568$966K0.6%N/A0.028%
2/17/2025 BNP Paribas Financial Markets8,431$373K0.0%+14.1%0.011%
2/17/2025 AXA S.A.36,704$1.63M0.0%+23.4%0.048%
2/14/2025 Mercer Global Advisors Inc. ADV62,907$2.79M0.0%-3.4%0.083%
2/14/2025 Schonfeld Strategic Advisors LLC99,571$4.41M0.0%+499.8%0.131%
2/14/2025 AQR Capital Management LLC864,484$38.28M0.0%+7.2%1.142%
2/14/2025 Northern Trust Corp844,940$37.41M0.0%+30.6%1.116%
2/14/2025 Public Employees Retirement Association of Colorado2,842$126K0.0%-59.8%0.004%
2/14/2025 Prosperity Consulting Group LLC6,158$273K0.0%N/A0.008%
2/14/2025 Boothbay Fund Management LLC15,442$684K0.0%N/A0.020%
2/14/2025 Virtus ETF Advisers LLC3,631$161K0.1%-8.8%0.005%
2/14/2025 Nebula Research & Development LLC29,266$1.30M0.2%+100.6%0.039%
2/14/2025 Voya Investment Management LLC70,887$3.14M0.0%+629.3%0.094%
2/14/2025 Penn Capital Management Company LLC291,203$12.89M1.3%+2.3%0.385%
2/14/2025 Price T Rowe Associates Inc. MD318,383$14.10M0.0%+6.7%0.420%
2/14/2025 Hsbc Holdings PLC63,617$2.82M0.0%-2.5%0.084%
2/14/2025 Stifel Financial Corp31,510$1.40M0.0%+27.5%0.042%
2/14/2025 State of Tennessee Department of Treasury17,326$767K0.0%-2.7%0.023%
2/14/2025 Teachers Retirement System of The State of Kentucky25,168$1.12M0.0%-2.1%0.033%
2/14/2025 MetLife Investment Management LLC44,894$1.99M0.0%+8.4%0.059%
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2/14/2025 Natixis18,938$839K0.0%+36.7%0.025%
2/14/2025 Dimensional Fund Advisors LP1,075,329$47.62M0.0%-1.4%1.420%
2/14/2025 First Trust Advisors LP157,104$6.96M0.0%+1.6%0.207%
2/13/2025 CANADA LIFE ASSURANCE Co104,548$4.63M0.0%+1.5%0.138%
2/13/2025 Marshall Wace LLP7,948$352K0.0%+13.3%0.010%
2/13/2025 Keeley Teton Advisors LLC39,782$1.76M0.2%-7.4%0.053%
2/13/2025 Guggenheim Capital LLC11,661$516K0.0%-88.2%0.015%
2/13/2025 Mariner LLC40,101$1.78M0.0%+7.2%0.053%
2/13/2025 Barclays PLC114,596$5.07M0.0%+181.9%0.151%
2/13/2025 Summit Investment Advisors Inc.15,169$672K0.6%-2.4%0.020%
2/13/2025 TT Capital Management LLC23,125$1.05M0.8%N/A0.031%
2/13/2025 Advisors Capital Management LLC495,055$21.92M0.3%+2.3%0.654%
2/13/2025 RE Dickinson Investment Advisors LLC1,825$81K0.0%-10.4%0.002%
2/13/2025 Sterling Capital Management LLC23,381$1.04M0.0%-20.5%0.031%
2/13/2025 Treasurer of the State of North Carolina32,851$1.46M0.0%+0.6%0.043%
2/13/2025 LSV Asset Management1,129,098$50.00M0.1%+12.3%1.491%
2/13/2025 Greenland Capital Management LP25,295$1.12M0.2%+40.5%0.033%
2/13/2025 Renaissance Technologies LLC1,381,323$61.17M0.1%-0.2%1.824%
2/13/2025 FIL Ltd2,484$110K0.0%+38.9%0.003%
2/13/2025 Legal & General Group Plc497,578$22.03M0.0%-8.1%0.657%
2/13/2025 Invesco Ltd.614,958$27.23M0.0%-41.7%0.812%
2/13/2025 Bank of Montreal Can12,666$561K0.0%+10.1%0.017%
2/13/2025 Cerity Partners LLC20,729$951K0.0%+9.0%0.027%
2/13/2025 Federated Hermes Inc.91,157$4.04M0.0%+1.5%0.120%
2/13/2025 Waterloo Capital L.P.14,251$631K0.1%-5.3%0.019%
2/13/2025 Russell Investments Group Ltd.171,857$7.61M0.0%+27.3%0.227%
2/13/2025 Wedbush Securities Inc.11,535$511K0.0%N/A0.015%
2/13/2025 Grantham Mayo Van Otterloo & Co. LLC10,310$457K0.0%+34.0%0.014%
2/13/2025 Resona Asset Management Co. Ltd.30,012$1.32M0.0%N/A0.040%
2/12/2025 Arete Wealth Advisors LLC6,992$307K0.0%N/A0.009%
2/12/2025 Discovery Capital Management LLC CT112,618$4.99M0.3%+36.3%0.149%
2/12/2025 Ballast Asset Management LP73,282$3.25M1.7%-3.3%0.097%
2/12/2025 Geode Capital Management LLC1,424,428$63.09M0.0%0.0%1.881%
2/12/2025 Franklin Resources Inc.74,651$3.31M0.0%-5.5%0.099%
2/12/2025 Alliancebernstein L.P.108,619$4.81M0.0%-6.6%0.143%
2/12/2025 CIBC Private Wealth Group LLC5,787$260K0.0%+15.7%0.008%
2/12/2025 Maridea Wealth Management LLC11,510$510K0.2%N/A0.015%
2/12/2025 Brown Brothers Harriman & Co.1,359$60K0.0%N/A0.002%
2/12/2025 Pictet Asset Management Holding SA23,827$1.06M0.0%+6.6%0.031%
2/12/2025 Nomura Asset Management Co. Ltd.100,830$4.47M0.0%+7.2%0.133%
2/12/2025 New Age Alpha Advisors LLC88,741$3.93M0.2%N/A0.117%
2/12/2025 Norges Bank929,267$41.15M0.0%N/A1.227%
2/12/2025 JPMorgan Chase & Co.685,542$30.36M0.0%+1.8%0.905%
2/12/2025 Mitsubishi UFJ Trust & Banking Corp151,931$6.73M0.0%+13.5%0.201%
2/11/2025 Prudential Financial Inc.5,928$262K0.0%-84.8%0.008%
2/11/2025 Corebridge Financial Inc.85,684$3.79M0.0%-4.3%0.113%
2/11/2025 Vanguard Group Inc.11,248,058$498.06M0.0%-0.3%14.853%
2/11/2025 Fox Run Management L.L.C.6,354$281K0.1%N/A0.008%
2/11/2025 KLP Kapitalforvaltning AS21,200$944K0.0%N/A0.028%
2/11/2025 Sei Investments Co.144,645$6.41M0.0%-4.7%0.191%
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2/11/2025 American Century Companies Inc.1,085,947$48.09M0.0%+44.6%1.434%
2/11/2025 Summit Global Investments14,851$658K0.0%-47.4%0.020%
2/11/2025 MRP Capital Investments LLC4,446$197K0.2%+9.9%0.006%
2/11/2025 1620 Investment Advisors Inc.15,071$667K0.5%+1.5%0.020%
2/11/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS41,067$1.82M0.0%+38.0%0.054%
2/11/2025 Teacher Retirement System of Texas34,442$1.53M0.0%+42.4%0.045%
2/11/2025 Xponance Inc.9,373$415K0.0%+4.5%0.012%
2/11/2025 Intech Investment Management LLC43,905$1.94M0.1%+124.8%0.058%
2/10/2025 Thrivent Financial for Lutherans158,263$7.01M0.0%-37.0%0.209%
2/10/2025 Primecap Management Co. CA123,990$5.49M0.0%-4.1%0.164%
(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, 328 institutional investors and hedge funds held shares of EPR Properties. The most heavily invested institutionals were Vanguard Group Inc. ($498.06M), Wealthfront Advisers LLC ($302.31M), State Street Corp ($188.80M), Geode Capital Management LLC ($63.09M), Renaissance Technologies LLC ($61.17M), Charles Schwab Investment Management Inc. ($61.12M), and Bank of New York Mellon Corp ($50.71M).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 270 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: Wealthfront Advisers LLC ($6.83M), Norges Bank ($1.81M), Wellington Management Group LLP ($1.36M), Rush Island Management LP ($1.03M), AQR Capital Management LLC ($537.09K), Schonfeld Strategic Advisors LLC ($417.77K), and LSV Asset Management ($392.88K).

How much institutional buying is happening at EPR Properties?

Institutional investors have bought a total of 19,951,348 shares in the last 24 months. This purchase volume represents approximately $889.65M in transactions.

Which EPR Properties major shareholders have been selling company stock?

Of the 162 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: Invesco Ltd. ($670.18K), Envestnet Asset Management Inc. ($492.00K), Barclays PLC ($384.02K), Bank of New York Mellon Corp ($299.91K), Principal Financial Group Inc. ($207.07K), Ontario Teachers Pension Plan Board ($170.48K), and Los Angeles Capital Management LLC ($166.00K).

How much institutional selling is happening at EPR Properties?

Institutional investors have sold a total of 5,220,611 shares in the last 24 months. This volume of shares sold represents approximately $231.00M in transactions.



This page (NYSE:EPR) was last updated on 2/21/2025 by MarketBeat.com Staff
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