Go Pro
→ Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (From InvestorPlace) (Ad)tc pixel Free EPR Stock Alerts

EPR Properties (EPR) Institutional Ownership

EPR Properties logo
$61.12 -0.95 (-1.54%)
Closing price 03:59 PM Eastern
Extended Trading
$62.64 +1.52 (+2.49%)
As of 05:22 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
74.66%
Number of
Institutional Buyers
(last 12 months)
259
Total
Institutional Inflows
(last 12 months)
$756.46M
Number of
Institutional Sellers
(last 12 months)
171
Total
Institutional Outflows
(last 12 months)
$314.29M
Get EPR Insider Trade Alerts

Want to know when executives and insiders are buying or selling EPR Properties stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EPR Institutional Buying and Selling by Quarter

EPR Properties Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Family Wealth Partners LLC14,509$842K0.3%+6.3%0.019%
7/10/2026 Wasatch Advisors LP951,109$55.17M0.4%-2.3%1.243%
7/10/2026 Handelsbanken Fonder AB26,000$1.51M0.0%+9.7%0.034%
7/10/2026 Wealthcare Advisory Partners LLC4,705$273K0.0%+6.9%0.006%
7/9/2026 Focus Financial Network Inc.42,394$2.46M0.1%+3.8%0.055%
7/9/2026 Hennion & Walsh Asset Management Inc.42,101$2.44M0.1%+20.3%0.055%
7/8/2026 Teamwork Financial Advisors LLC9,262$537K0.0%-3.9%0.012%
7/8/2026 Elevation Wealth Partners LLC657$38K0.0%+753.2%0.001%
7/6/2026 RDA Financial Network6,038$350K0.1%-8.8%0.008%
6/18/2026Pacer Advisors Inc.10,594$529K0.0%+16.3%0.014%
6/3/2026NewEdge Advisors LLC4,647$232K0.0%+658.1%0.006%
5/21/2026Essential Partners LLC2,110$105K0.0%-21.5%0.003%
5/19/2026NewEdge Advisors LLC4,147$207K0.0%+576.5%0.005%
5/19/2026Bank of America Corp DE352,049$17.59M0.0%-18.3%0.460%
5/19/2026Edgestream Partners L.P.11,552$577K0.0%-87.0%0.015%
5/18/2026Sunbelt Securities Inc.1,063$53K0.0%+2,557.5%0.001%
5/18/2026Amundi41,890$2.09M0.0%+3.4%0.055%
5/18/2026California State Teachers Retirement System92,688$4.63M0.0%+27.9%0.121%
5/16/2026The Manufacturers Life Insurance Company 53,194$2.66M0.0%-21.0%0.070%
5/16/2026Quantinno Capital Management LP1,572,738$78.57M0.1%+20.9%2.056%
5/16/2026Lazard Asset Management LLC29,880$1.49M0.0%+11.6%0.039%
5/15/2026Waverly Advisors LLC4,506$225K0.0%+8.2%0.006%
5/14/2026Renaissance Technologies LLC564,400$28.20M0.0%-18.4%0.738%
5/14/2026Public Employees Retirement System of Ohio108,798$5.44M0.0%-14.6%0.142%
5/14/2026Caxton Associates LLP75,827$3.79M0.1%-8.8%0.099%
5/14/2026Inceptionr LLC5,137$257K0.1%N/A0.007%
5/14/2026Sei Investments Co.95,095$4.75M0.0%+97.3%0.124%
5/14/2026Lido Advisors LLC7,339$369K0.0%-13.5%0.010%
5/13/2026Cetera Investment Advisers26,581$1.33M0.0%+14.9%0.035%
5/13/2026First Trust Advisors LP87,451$4.37M0.0%-28.0%0.114%
5/8/2026PNC Financial Services Group Inc.6,153$307K0.0%+37.7%0.008%
5/8/2026Convergence Investment Partners LLC21,558$1.08M0.2%N/A0.028%
5/7/2026Dimensional Fund Advisors LP1,131,680$56.54M0.0%+2.4%1.479%
5/6/2026Kera Capital Partners Inc.14,457$722K0.1%+5.7%0.019%
5/6/2026 Assetmark Inc.29,898$1.49M0.0%-2.7%0.039%
5/6/2026 Independent Financial Group LLC9,293$464K0.0%N/A0.012%
5/5/2026Midwest Professional Planners LTD.37,532$1.88M0.4%+0.9%0.049%
5/5/2026Bank of New York Mellon Corp1,118,889$55.90M0.0%+1.8%1.463%
5/5/2026Sanctuary Advisors LLC10,220$511K0.0%+9.4%0.013%
5/4/2026Calamos Wealth Management LLC6,020$301K0.0%N/A0.008%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
5/4/2026Calamos Advisors LLC6,020$301K0.0%N/A0.008%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management13,855$692K0.0%+47.3%0.018%
5/4/2026 State of Michigan Retirement System18,289$914K0.0%+1.7%0.024%
5/4/2026Principal Financial Group Inc.170,042$8.50M0.0%+3.8%0.222%
5/4/2026 Chicago Partners Investment Group LLC18,742$936K0.0%+14.0%0.024%
5/2/2026 Diversify Wealth Management LLC22,755$1.14M0.0%N/A0.030%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS53,000$2.65M0.0%+21.8%0.069%
5/1/2026 Sequoia Financial Advisors LLC18,130$906K0.0%+93.3%0.024%
4/30/2026Hsbc Holdings PLC335,470$16.77M0.0%+12.7%0.439%
4/30/2026 Kestra Advisory Services LLC17,908$895K0.0%+42.3%0.023%
4/30/2026 Sumitomo Mitsui Trust Group Inc.82,974$4.15M0.0%-2.1%0.108%
4/30/2026 Resona Asset Management Co. Ltd.33,814$1.67M0.0%+5.3%0.044%
4/30/2026 Oregon Public Employees Retirement Fund15,634$781K0.0%+2.6%0.020%
4/30/2026 Frank Rimerman Advisors LLC12,502$625K0.0%-2.3%0.016%
4/28/2026 Abel Hall LLC11,835$591K0.1%+7.7%0.015%
4/28/2026 QRG Capital Management Inc.26,706$1.33M0.0%-15.6%0.035%
4/27/2026 New York State Teachers Retirement System77,156$3.86M0.0%-3.1%0.101%
4/27/2026 Private Advisor Group LLC18,783$938K0.0%+4.9%0.025%
4/27/2026 Optas LLC10,815$540K0.1%-50.6%0.014%
4/27/2026 Y Intercept Hong Kong Ltd166,195$8.30M0.2%N/A0.217%
4/27/2026Elevation Point Wealth Partners LLC17,883$899K0.0%-44.6%0.023%
4/25/2026 Strs Ohio151,684$7.58M0.0%+707.4%0.198%
4/24/2026 Impact Partnership Wealth LLC8,721$436K0.1%-25.4%0.011%
4/24/2026MQS Management LLC10,367$518K0.4%N/A0.014%
4/23/2026 SJS Investment Consulting Inc.979$49K0.0%+25.5%0.001%
4/22/2026 Cornerstone Wealth Group LLC3,552$177K0.0%N/A0.005%
4/22/2026 Pictet Asset Management Holding SA11,549$577K0.0%+9.3%0.015%
4/22/2026 Sterling Capital Management LLC38,569$1.93M0.0%-4.6%0.050%
4/21/2026Maridea Wealth Management LLC9,190$459K0.1%-20.3%0.012%
4/21/2026 Wasatch Advisors LP973,439$48.63M0.3%N/A1.272%
4/21/2026 Louisiana State Employees Retirement System22,100$1.10M0.0%N/A0.029%
4/20/2026 BTC Capital Management Inc.11,543$577K0.0%+4.7%0.015%
4/20/2026 RFG Advisory LLC9,939$497K0.0%-10.0%0.013%
4/17/2026 Krilogy Financial LLC4,492$224K0.0%-15.3%0.006%
4/17/2026 Ocean Park Asset Management LLC13,649$681K0.0%N/A0.018%
4/16/2026SG Americas Securities LLC18,709$935K0.0%-7.0%0.024%
4/16/2026Evolve Private Wealth LLC15,419$770K0.0%+2.8%0.020%
3/20/2026Hsbc Holdings PLC297,760$14.91M0.0%+42.4%0.389%
3/17/2026Rockefeller Capital Management L.P.1,206$60K0.0%+1,446.2%0.002%
3/9/2026Corient Private Wealth LLC36,533$1.82M0.0%+146.7%0.048%
3/9/2026 EMC Capital Management3,879$194K0.1%-15.0%0.005%
3/6/2026Hsbc Holdings PLC297,760$14.91M0.0%+42.4%0.389%
2/24/2026Pacer Advisors Inc.9,110$455K0.0%-47.5%0.012%
2/23/2026Kera Capital Partners Inc.13,679$742K0.1%+92.2%0.018%
2/19/2026Invesco Ltd.1,018,685$50.83M0.0%+4.2%1.338%
2/19/2026Corient Private Wealth LLC54,167$2.70M0.0%+265.8%0.071%
2/18/2026Mercer Global Advisors Inc. ADV101,560$5.07M0.0%+4.6%0.133%
2/18/2026State of Tennessee Department of Treasury16,615$901K0.0%-4.1%0.022%
2/18/2026EP Wealth Advisors LLC9,858$492K0.0%N/A0.013%
2/18/2026XTX Topco Ltd32,916$1.64M0.0%+360.7%0.043%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
2/18/2026Zacks Investment Management114,426$5.71M0.0%-7.8%0.150%
2/18/2026Voloridge Investment Management LLC48,142$2.40M0.0%+9.0%0.063%
2/18/2026Virtus Investment Advisers LLC3,253$162K0.0%+6.2%0.004%
2/18/2026Wellington Management Group LLP201,946$10.08M0.0%-55.6%0.265%
2/18/2026Millennium Management LLC342,096$17.07M0.0%+527.7%0.449%
2/18/2026Gotham Asset Management LLC96,431$4.81M0.0%+314.6%0.127%
2/18/2026Evolve Private Wealth LLC15,005$753K0.0%N/A0.020%
2/18/2026Engineers Gate Manager LP5,950$297K0.0%-61.2%0.008%
2/18/2026Balyasny Asset Management L.P.131,685$6.57M0.0%+448.1%0.173%
2/18/2026Boothbay Fund Management LLC7,101$354K0.0%+77.5%0.009%


EPR Institutional Ownership - Frequently Asked Questions

During the previous two years, 438 institutional investors and hedge funds held shares of EPR Properties. The most heavily invested institutionals were Vanguard Group Inc. ($540.99M), Wealthfront Advisers LLC ($302.31M), State Street Corp ($196.10M), Prudential Financial Inc. ($108.98M), Northern Trust Corp ($90.75M), Norges Bank ($82.82M), and Geode Capital Management LLC ($79.08M).Learn more on EPR Properties' institutional investors.

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

Of the 381 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 ($3.53M), Deutsche Bank AG ($1.83M), AQR Capital Management LLC ($1.15M), Wasatch Advisors LP ($973.44K), Northern Trust Corp ($915.75K), and Russell Investments Group Ltd. ($742.10K).

Institutional investors have bought a total of 13,939,804 shares in the last 24 months. This purchase volume represents approximately $756.46M in transactions.

Of the 171 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: Wellington Management Group LLP ($964.57K), Renaissance Technologies LLC ($411.42K), American Century Companies Inc. ($352.07K), Raymond James Financial Inc. ($239.49K), New York State Common Retirement Fund ($174.41K), Daiwa Securities Group Inc. ($165.05K), and Strs Ohio ($163.42K).

Institutional investors have sold a total of 5,808,434 shares in the last 24 months. This volume of shares sold represents approximately $314.29M in transactions.


Related Companies

This page (NYSE:EPR) was last updated on 8/3/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Three oil giants buried the same discovery for 50 years
In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the ...
Behind the Markets | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel