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EPR Properties (EPR) Institutional Ownership

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$57.27 -0.65 (-1.12%)
Closing price 03:59 PM Eastern
Extended Trading
$57.48 +0.21 (+0.36%)
As of 07:10 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)
240
Total
Institutional Inflows
(last 12 months)
$855.24M
Number of
Institutional Sellers
(last 12 months)
125
Total
Institutional Outflows
(last 12 months)
$132.81M
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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
7/25/2025Yousif Capital Management LLC25,575$1.49M0.0%-1.2%0.034%
7/25/2025MGO One Seven LLC3,980$232K0.0%N/A0.005%
7/25/2025CWM LLC23,735$1.38M0.0%+156.5%0.031%
7/25/2025Vanguard Personalized Indexing Management LLC19,160$1.12M0.0%+5.1%0.025%
7/24/2025 Aberdeen Group plc414,121$23.66M0.0%+12.9%0.544%
7/24/2025 Monument Capital Management5,413$315K0.1%N/A0.007%
7/24/2025 Cyndeo Wealth Partners LLC161,474$9.41M0.6%+4.2%0.212%
7/24/2025 IFP Advisors Inc2,466$144K0.0%+92.7%0.003%
7/24/2025 Callan Family Office LLC7,201$420K0.0%+37.6%0.009%
7/23/2025 Maryland State Retirement & Pension System3,497$204K0.0%N/A0.005%
7/23/2025 Optas LLC6,349$370K0.1%+29.6%0.008%
7/23/2025 KLP Kapitalforvaltning AS22,400$1.31M0.0%+5.7%0.029%
7/23/2025 Prime Capital Investment Advisors LLC19,466$1.13M0.0%-1.0%0.026%
7/22/2025 Knights of Columbus Asset Advisors LLC15,054$877K0.1%N/A0.020%
7/21/2025 QRG Capital Management Inc.93,541$5.45M0.0%+15.0%0.123%
7/21/2025 Mirae Asset Global Investments Co. Ltd.1,576$92K0.0%-23.0%0.002%
7/18/2025 Robeco Institutional Asset Management B.V.11,523$671K0.0%+86.8%0.015%
7/18/2025 Cooper Financial Group3,810$222K0.0%N/A0.005%
7/18/2025 Truist Financial Corp3,994$233K0.0%N/A0.005%
7/16/2025 Formidable Asset Management LLC8,368$488K0.1%-5.7%0.011%
7/16/2025 Signaturefd LLC2,351$137K0.0%-8.2%0.003%
7/16/2025 State of Alaska Department of Revenue45,060$2.62M0.0%-0.7%0.059%
7/16/2025 Maridea Wealth Management LLC11,711$682K0.2%+1.7%0.015%
7/15/2025 Public Employees Retirement System of Ohio132,703$7.73M0.0%+1.5%0.174%
7/15/2025 Family Wealth Partners LLC7,475$436K0.2%+83.1%0.010%
7/14/2025 Lewis Asset Management LLC3,769$220K0.1%N/A0.005%
7/14/2025 Sound Stewardship LLC10,922$636K0.3%+94.1%0.014%
7/11/2025 Arrow Investment Advisors LLC3,523$205K0.2%N/A0.005%
7/11/2025 BTC Capital Management Inc.8,546$497K0.0%+5.9%0.011%
7/11/2025 Farther Finance Advisors LLC1,052$61K0.0%+501.1%0.001%
7/11/2025 Wedge Capital Management L L P NC38,105$2.22M0.0%-5.6%0.050%
7/11/2025 UMB Bank n.a.743$43K0.0%+231.7%0.001%
7/11/2025 IFM Investors Pty Ltd12,136$707K0.0%-19.7%0.016%
7/10/2025 Exchange Traded Concepts LLC44,198$2.58M0.0%+1.0%0.058%
7/10/2025 Wealth Enhancement Advisory Services LLC26,269$1.56M0.0%+63.1%0.035%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd16,819$980K0.0%+9.9%0.022%
7/10/2025 Focus Financial Network Inc.29,866$1.74M0.1%+24.2%0.039%
7/10/2025 Jackson Square Capital LLC10,626$619K0.1%-2.0%0.014%
7/9/2025 Sivia Capital Partners LLC4,593$268K0.1%N/A0.006%
7/9/2025 Pallas Capital Advisors LLC8,652$504K0.0%+117.9%0.011%
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7/7/2025 Teamwork Financial Advisors LLC9,983$582K0.1%-9.1%0.013%
7/7/2025 Nova Wealth Management Inc.1,000$58K0.0%-18.2%0.001%
7/7/2025 RDA Financial Network14,116$822K0.2%-1.7%0.019%
7/1/2025 Kera Capital Partners Inc.6,345$370K0.1%N/A0.008%
6/30/2025Pensionfund Sabic15,500$815K0.2%-11.4%0.020%
6/30/2025 Pensionfund DSM Netherlands30,962$1.63M1.1%-7.5%0.041%
6/27/2025Goldman Sachs Group Inc.96,061$5.05M0.0%+1.0%0.126%
6/23/2025 Swedbank AB122,887$6.47M0.0%-30.9%0.162%
6/18/2025Voya Investment Management LLC91,701$4.82M0.0%+29.4%0.121%
5/28/2025Strs Ohio165,200$8.69M0.0%N/A0.217%
5/27/2025Advisors Capital Management LLC495,656$26.08M0.4%+0.1%0.652%
5/21/2025 IFM Investors Pty Ltd15,119$795K0.0%-13.2%0.020%
5/20/2025Intech Investment Management LLC23,723$1.25M0.0%-46.0%0.031%
5/20/2025Focus Partners Wealth8,861$466K0.0%+13.6%0.012%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC524,883$27.61M0.0%+13.4%0.690%
5/16/2025Empowered Funds LLC8,746$460K0.0%+10.1%0.011%
5/16/2025United Services Automobile Association4,853$251K0.0%N/A0.006%
5/16/2025Caxton Associates LLP54,817$2.88M0.1%N/A0.072%
5/16/2025Goldman Sachs Group Inc.96,061$5.05M0.0%+1.0%0.126%
5/16/2025Presima Securities ULC4,573$241K0.1%N/A0.006%
5/16/2025Kestra Investment Management LLC32,419$1.71M0.1%+137.9%0.043%
5/16/2025Nissay Asset Management Corp Japan ADV10,705$563K0.0%+2.5%0.014%
5/16/2025Hancock Whitney Corp27,840$1.47M0.0%+4.1%0.037%
5/16/2025AQR Capital Management LLC1,195,997$61.89M0.1%+38.3%1.572%
5/16/2025Amundi44,692$2.18M0.0%+6.2%0.059%
5/15/2025EP Wealth Advisors LLC4,880$257K0.0%+7.4%0.006%
5/15/2025Focus Partners Advisor Solutions LLC4,536$239K0.0%N/A0.006%
5/15/2025Evergreen Capital Management LLC5,353$282K0.0%N/A0.007%
5/14/2025Ieq Capital LLC26,876$1.41M0.0%+242.6%0.035%
5/14/2025Samalin Investment Counsel LLC12,357$650K0.3%-9.2%0.016%
5/14/2025Keeley Teton Advisors LLC39,298$2.07M0.3%-1.2%0.052%
5/14/2025Corebridge Financial Inc.83,642$4.40M0.0%-2.4%0.110%
5/14/2025MetLife Investment Management LLC44,197$2.33M0.0%-1.6%0.058%
5/14/2025Campbell & CO Investment Adviser LLC24,869$1.31M0.1%-59.2%0.033%
5/14/2025Penn Capital Management Company LLC291,609$15.39M1.5%+0.1%0.383%
5/14/2025Jump Financial LLC71,900$3.78M0.1%N/A0.095%
5/14/2025Groupe la Francaise12,140$623K0.0%-3.7%0.016%
5/14/2025APG Asset Management US Inc.152,729$7.99M0.1%N/A0.201%
5/14/2025AlphaQuest LLC4,950$260K0.0%-85.9%0.007%
5/14/2025Kestra Advisory Services LLC15,454$813K0.0%+32.3%0.020%
5/14/2025Hsbc Holdings PLC59,927$3.15M0.0%-5.8%0.079%
5/14/2025Quantbot Technologies LP26,296$1.38M0.0%N/A0.035%
5/14/2025Wellington Management Group LLP402,314$21.17M0.0%N/A0.529%
5/13/2025Northern Trust Corp838,853$44.13M0.0%-0.7%1.103%
5/13/2025Elequin Capital LP1,165$61K0.0%N/A0.002%
5/13/2025Versor Investments LP18,984$999K0.2%+58.4%0.025%
5/13/2025Affinity Investment Advisors LLC4,416$232K0.2%N/A0.006%
5/13/2025Raymond James Financial Inc.308,707$16.24M0.0%+4.0%0.406%
5/13/2025American Century Companies Inc.1,092,032$57.45M0.0%+0.6%1.436%
5/13/2025 Aberdeen Group plc366,765$19.14M0.0%+1,361.4%0.482%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/13/2025Community Bank of Raymore5,955$313K0.3%+30.7%0.008%
5/13/2025Caitong International Asset Management Co. Ltd537$28K0.0%+235.6%0.001%
5/13/2025Russell Investments Group Ltd.821,532$43.22M0.1%+378.0%1.080%
5/13/2025Resona Asset Management Co. Ltd.32,949$1.71M0.0%+9.8%0.043%
5/13/2025 Callan Family Office LLC5,233$275K0.0%-13.8%0.007%
5/13/2025HighTower Advisors LLC10,434$549K0.0%+53.6%0.014%
5/12/2025Nuveen LLC184,415$9.70M0.0%N/A0.242%
5/12/2025Entropy Technologies LP11,377$599K0.1%N/A0.015%
5/12/2025Invesco Ltd.548,164$28.84M0.0%-10.9%0.721%
5/12/2025Atlas Capital Advisors Inc.9,660$508K0.1%N/A0.013%
(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, 363 institutional investors and hedge funds held shares of EPR Properties. The most heavily invested institutionals were Vanguard Group Inc. ($582.16M), Wealthfront Advisers LLC ($302.31M), State Street Corp ($188.80M), Deutsche Bank AG ($98.64M), Charles Schwab Investment Management Inc. ($70.20M), LSV Asset Management ($66.17M), and Geode Capital Management LLC ($63.09M).Learn more on EPR Properties' 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 303 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), Deutsche Bank AG ($1.83M), Norges Bank ($1.81M), Wellington Management Group LLP ($1.76M), Rush Island Management LP ($1.03M), AQR Capital Management LLC ($868.60K), and Russell Investments Group Ltd. ($764.78K).

How much institutional buying is happening at EPR Properties?

Institutional investors have bought a total of 18,138,736 shares in the last 24 months. This purchase volume represents approximately $855.24M in transactions.

Which of EPR Properties' major shareholders have been selling company stock?

Of the 125 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. ($506.19K), Vanguard Group Inc. ($215.22K), Principal Financial Group Inc. ($186.76K), Nuveen Asset Management LLC ($156.25K), Los Angeles Capital Management LLC ($137.80K), Thrivent Financial for Lutherans ($117.08K), and FMR LLC ($97.22K).

How much institutional selling is happening at EPR Properties?

Institutional investors have sold a total of 2,833,500 shares in the last 24 months. This volume of shares sold represents approximately $132.81M in transactions.


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This page (NYSE:EPR) was last updated on 7/25/2025 by MarketBeat.com Staff
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