EPR Properties (EPR) Institutional Ownership

$45.30

+0.59 (+1.32%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 74.66%
Number of Institutional Buyers (last 12 months): 158
Total Institutional Inflows (last 12 months): $300.62M

Number of Institutional Sellers (last 12 months): 102
Total Institutional Outflows (last 12 months): $96.88M

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EPR Institutional Buying and Selling by Quarter

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EPR Properties Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	State of Michigan Retirement System	18,189	$764K	0.0%	-1.6%	0.024%
7/26/2024	Bank of New York Mellon Corp	1,199,640	$50.36M	0.0%	-1.6%	1.585%
7/24/2024	Retirement Systems of Alabama	93,399	$3.92M	0.0%	-1.3%	0.123%
7/24/2024	Louisiana State Employees Retirement System	21,400	$898K	0.0%	-1.4%	0.028%
7/23/2024	All Season Financial Advisors Inc.	7,860	$330K	0.3%	-6.0%	0.010%
7/23/2024	1620 Investment Advisors Inc.	14,511	$609K	0.5%	+8.9%	0.019%
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7/23/2024	Byrne Asset Management LLC	6,045	$252K	0.2%	-9.4%	0.008%
7/23/2024	Lecap Asset Management Ltd.	17,888	$751K	0.2%	+3.7%	0.024%
7/22/2024	Summit Global Investments	29,698	$1.25M	0.1%	N/A	0.039%
7/22/2024	Focus Financial Network Inc.	17,613	$783K	0.0%	+37.0%	0.023%
7/20/2024	Nisa Investment Advisors LLC	54,306	$2.30M	0.0%	+2.8%	0.072%
7/19/2024	BTC Capital Management Inc.	6,866	$288K	0.0%	-5.8%	0.009%
7/19/2024	Raymond James & Associates	30,965	$1.30M	0.0%	-19.9%	0.041%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	88,097	$3.70M	0.0%	-0.6%	0.116%
7/18/2024	Swedbank AB	177,757	$7.46M	0.0%	+1.6%	0.235%
7/17/2024	Wedge Capital Management L L P NC	40,212	$1.69M	0.0%	-17.7%	0.053%
7/16/2024	Wealth Enhancement Advisory Services LLC	13,153	$552K	0.0%	+39.0%	0.017%
7/12/2024	Diversify Advisory Services LLC	8,762	$363K	0.0%	N/A	0.012%
7/12/2024	SG Americas Securities LLC	17,348	$728K	0.0%	+138.5%	0.023%
7/12/2024	QRG Capital Management Inc.	68,431	$2.87M	0.0%	+13.7%	0.090%
7/10/2024	CWM LLC	5,136	$216K	0.0%	+142.5%	0.007%
7/8/2024	Versant Capital Management Inc	1,462	$61K	0.0%	+1,682.9%	0.002%
7/2/2024	GAMMA Investing LLC	594	$25K	0.0%	+262.2%	0.001%
6/21/2024	Abich Financial Wealth Management LLC	902	$38K	0.0%	+53.7%	0.001%
6/4/2024	DekaBank Deutsche Girozentrale	17,938	$747K	0.0%	-68.9%	0.024%
5/28/2024	Boston Partners	12,184	$517K	0.0%	N/A	0.016%
5/21/2024	Swedbank AB	175,000	$7.43M	0.0%	N/A	0.231%
5/20/2024	EMC Capital Management	8,800	$374K	0.2%	+189.3%	0.012%
5/17/2024	Hancock Whitney Corp	27,642	$1.17M	0.0%	-5.7%	0.037%
5/16/2024	California State Teachers Retirement System	75,270	$3.20M	0.0%	-5.2%	0.099%
5/16/2024	Caxton Associates LP	96,103	$4.08M	0.2%	+97.5%	0.127%
5/15/2024	Public Employees Retirement System of Ohio	137,156	$5.82M	0.0%	-2.3%	0.181%
5/15/2024	Public Employees Retirement Association of Colorado	7,638	$324K	0.0%	-11.7%	0.010%
5/15/2024	Price T Rowe Associates Inc. MD	61,346	$2.61M	0.0%	+48.3%	0.081%
5/15/2024	Keeley Teton Advisors LLC	44,292	$1.88M	0.2%	+12.7%	0.059%
5/14/2024	EntryPoint Capital LLC	1,117	$47K	0.0%	N/A	0.001%
5/14/2024	MQS Management LLC	9,138	$388K	0.2%	N/A	0.012%
5/14/2024	Natixis	72,764	$3.09M	0.0%	+188.4%	0.096%
5/14/2024	CANADA LIFE ASSURANCE Co	109,137	$4.63M	0.0%	+2.8%	0.144%
5/14/2024	American International Group Inc.	99,704	$4.23M	0.0%	-2.0%	0.132%
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5/10/2024	Ontario Teachers Pension Plan Board	78,854	$3.35M	0.0%	+47.1%	0.104%
5/10/2024	Vanguard Group Inc.	11,366,416	$482.50M	0.0%	+1.0%	15.020%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	23,843	$997K	0.0%	+64.4%	0.032%
5/9/2024	Midwest Professional Planners LTD.	30,442	$1.29M	0.5%	+27.1%	0.040%
5/9/2024	State Board of Administration of Florida Retirement System	87,338	$3.71M	0.0%	+0.5%	0.115%
5/9/2024	Camelot Portfolios LLC	10,397	$441K	0.4%	-41.9%	0.014%
5/8/2024	Russell Investments Group Ltd.	96,379	$4.09M	0.0%	+205.7%	0.127%
5/8/2024	QRG Capital Management Inc.	60,200	$2.56M	0.0%	+4.5%	0.080%
5/7/2024	Oppenheimer & Co. Inc.	69,802	$2.96M	0.0%	+18.5%	0.092%
5/7/2024	SG Americas Securities LLC	7,273	$309K	0.0%	-61.3%	0.010%
5/6/2024	Quantbot Technologies LP	10,726	$455K	0.0%	N/A	0.014%
5/6/2024	LSV Asset Management	1,134,354	$48.15M	0.1%	+2.0%	1.499%
5/6/2024	Texas Permanent School Fund Corp	65,927	$2.80M	0.0%	+1.4%	0.087%
5/3/2024	GSA Capital Partners LLP	29,231	$1.24M	0.1%	-22.4%	0.039%
5/2/2024	Mutual of America Capital Management LLC	44,884	$1.91M	0.0%	-3.6%	0.059%
5/1/2024	BNP Paribas Financial Markets	22,216	$943K	0.0%	+55.4%	0.029%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	233,469	$9.91M	0.0%	+13.2%	0.309%
4/30/2024	Retirement Systems of Alabama	94,594	$4.02M	0.0%	+0.3%	0.125%
4/30/2024	Allspring Global Investments Holdings LLC	4,010	$170K	0.0%	+72.5%	0.005%
4/29/2024	Commonwealth Equity Services LLC	143,745	$6.10M	0.0%	+3.4%	0.190%
4/29/2024	Principal Financial Group Inc.	283,575	$12.04M	0.0%	+2.6%	0.375%
4/26/2024	Yousif Capital Management LLC	34,288	$1.46M	0.0%	-2.2%	0.045%
4/25/2024	New York State Teachers Retirement System	110,595	$4.70M	0.0%	-5.8%	0.146%
4/24/2024	Spire Wealth Management	2,554	$108K	0.0%	+82.7%	0.003%
4/23/2024	Louisiana State Employees Retirement System	21,700	$921K	0.0%	+2.4%	0.029%
4/23/2024	Amalgamated Bank	49,344	$2.10M	0.0%	-7.6%	0.065%
4/23/2024	Raymond James Financial Services Advisors Inc.	56,267	$2.39M	0.0%	+8.7%	0.074%
4/22/2024	GraniteShares Advisors LLC	34,585	$1.47M	0.8%	+14.6%	0.046%
4/19/2024	PCG Wealth Advisors LLC	14,104	$599K	0.3%	+78.0%	0.019%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	88,618	$3.76M	0.0%	-0.3%	0.117%
4/18/2024	Naviter Wealth LLC	6,013	$257K	0.0%	+24.9%	0.008%
4/18/2024	State of Michigan Retirement System	18,489	$785K	0.0%	+2.2%	0.024%
4/18/2024	Allspring Global Investments Holdings LLC	4,010	$170K	0.0%	+72.5%	0.005%
4/13/2024	Community Bank of Raymore	5,110	$217K	0.1%	-21.5%	0.007%
4/11/2024	BTC Capital Management Inc.	7,292	$310K	0.0%	N/A	0.010%
4/9/2024	Mather Group LLC.	849	$36K	0.0%	N/A	0.001%
4/8/2024	Pensionfund Sabic	16,000	$679K	0.2%	+14.3%	0.021%
4/5/2024	Los Angeles Capital Management LLC	252,904	$10.74M	0.0%	+0.8%	0.334%
4/5/2024	CWM LLC	2,118	$90K	0.0%	+68.0%	0.003%
4/3/2024	Strategic Advocates LLC	8,526	$362K	0.1%	N/A	0.011%
4/3/2024	Pensionfund DSM Netherlands	33,962	$1.44M	0.8%	+9.7%	0.045%
3/11/2024	Vanguard Group Inc.	11,257,272	$545.42M	0.0%	-0.7%	14.875%
3/5/2024	Wellington Management Group LLP	1,691,029	$81.93M	0.0%	+290.3%	2.234%
2/28/2024	American International Group Inc.	101,743	$4.93M	0.0%	-4.1%	0.135%
2/16/2024	Spouting Rock Asset Management LLC	17,271	$837K	0.3%	-14.4%	0.023%
2/14/2024	Caxton Associates LP	48,667	$2.36M	0.1%	N/A	0.065%
2/14/2024	Lighthouse Investment Partners LLC	175,000	$8.48M	0.4%	+75.0%	0.232%
2/14/2024	Vermillion & White Wealth Management Group LLC	512	$25K	0.0%	N/A	0.001%
2/13/2024	Pinebridge Investments L.P.	9,700	$470K	0.0%	N/A	0.013%
2/13/2024	Keeley Teton Advisors LLC	39,310	$1.91M	0.2%	-1.2%	0.052%
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2/13/2024	Oppenheimer & Co. Inc.	58,887	$2.85M	0.1%	-3.0%	0.078%
2/13/2024	Campbell & CO Investment Adviser LLC	41,884	$2.03M	0.2%	-28.0%	0.056%
2/12/2024	Treasurer of the State of North Carolina	32,910	$1.59M	0.0%	+1.0%	0.044%
2/12/2024	Allianz Asset Management GmbH	89,195	$4.32M	0.0%	+93.9%	0.118%
2/12/2024	Hsbc Holdings PLC	41,409	$2.01M	0.0%	+14.7%	0.055%
2/9/2024	Primecap Management Co. CA	136,400	$6.61M	0.0%	-0.2%	0.181%
2/9/2024	Nomura Asset Management Co. Ltd.	85,320	$4.13M	0.0%	-1.9%	0.113%
2/9/2024	Allstate Corp	12,408	$601K	0.0%	-84.2%	0.016%
2/9/2024	Ontario Teachers Pension Plan Board	53,595	$2.60M	0.0%	-7.4%	0.071%
2/9/2024	Worth Venture Partners LLC	5,450	$264K	0.1%	-14.2%	0.007%

(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, 273 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), Wellington Management Group LLP ($81.93M), Charles Schwab Investment Management Inc. ($60.29M), Geode Capital Management LLC ($58.95M), Dimensional Fund Advisors LP ($51.41M), and Bank of New York Mellon Corp ($50.36M).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 232 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), PGGM Investments ($1.34M), LSV Asset Management ($1.06M), Rush Island Management LP ($1.03M), Norges Bank ($882.59K), Prudential Financial Inc. ($376.96K), and Schonfeld Strategic Advisors LLC ($334.80K).

How much institutional buying is happening at EPR Properties?: Institutional investors have bought a total of 12,948,640 shares in the last 24 months. This purchase volume represents approximately $551.21M in transactions.
Which EPR Properties major shareholders have been selling company stock?: Of the 157 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: Prudential Financial Inc. ($1.68M), Envestnet Asset Management Inc. ($499.62K), Natixis ($463.60K), Barclays PLC ($454.16K), Bank of New York Mellon Corp ($352.27K), Raymond James & Associates ($323.67K), and Point72 Asset Management L.P. ($298.70K).
How much institutional selling is happening at EPR Properties?: Institutional investors have sold a total of 7,373,468 shares in the last 24 months. This volume of shares sold represents approximately $300.66M in transactions.