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EPR Properties (EPR) Institutional Ownership

EPR Properties logo
$59.79 +0.17 (+0.28%)
Closing price 07/13/2026 03:59 PM Eastern
Extended Trading
$59.91 +0.12 (+0.20%)
As of 09:04 AM 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.
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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)
278
Total
Institutional Inflows
(last 12 months)
$782.86M
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$314.61M
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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
7/10/2026 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%
5/6/2026Assetmark Inc.29,898$1.49M0.0%-2.7%0.039%
5/6/2026Independent 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%
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5/4/2026Calamos Advisors LLC6,020$301K0.0%N/A0.008%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management13,855$692K0.0%+47.3%0.018%
5/4/2026State 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%
5/4/2026Chicago Partners Investment Group LLC18,742$936K0.0%+14.0%0.024%
5/2/2026Diversify Wealth Management LLC22,755$1.14M0.0%N/A0.030%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS53,000$2.65M0.0%+21.8%0.069%
5/1/2026Sequoia Financial Advisors LLC18,130$906K0.0%+93.3%0.024%
4/30/2026Hsbc Holdings PLC335,470$16.77M0.0%+12.7%0.439%
4/30/2026Kestra Advisory Services LLC17,908$895K0.0%+42.3%0.023%
4/30/2026Sumitomo Mitsui Trust Group Inc.82,974$4.15M0.0%-2.1%0.108%
4/30/2026Resona Asset Management Co. Ltd.33,814$1.67M0.0%+5.3%0.044%
4/30/2026Oregon Public Employees Retirement Fund15,634$781K0.0%+2.6%0.020%
4/30/2026Frank Rimerman Advisors LLC12,502$625K0.0%-2.3%0.016%
4/28/2026Abel Hall LLC11,835$591K0.1%+7.7%0.015%
4/28/2026QRG Capital Management Inc.26,706$1.33M0.0%-15.6%0.035%
4/27/2026New York State Teachers Retirement System77,156$3.86M0.0%-3.1%0.101%
4/27/2026Private Advisor Group LLC18,783$938K0.0%+4.9%0.025%
4/27/2026Optas LLC10,815$540K0.1%-50.6%0.014%
4/27/2026Y 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%
4/25/2026Strs Ohio151,684$7.58M0.0%+707.4%0.198%
4/24/2026Impact Partnership Wealth LLC8,721$436K0.1%-25.4%0.011%
4/24/2026MQS Management LLC10,367$518K0.4%N/A0.014%
4/23/2026SJS Investment Consulting Inc.979$49K0.0%+25.5%0.001%
4/22/2026Cornerstone Wealth Group LLC3,552$177K0.0%N/A0.005%
4/22/2026Pictet Asset Management Holding SA11,549$577K0.0%+9.3%0.015%
4/22/2026Sterling 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%
4/21/2026Louisiana State Employees Retirement System22,100$1.10M0.0%N/A0.029%
4/20/2026BTC Capital Management Inc.11,543$577K0.0%+4.7%0.015%
4/20/2026RFG Advisory LLC9,939$497K0.0%-10.0%0.013%
4/17/2026Krilogy 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%
3/9/2026EMC 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%
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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, 441 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 384 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 14,393,678 shares in the last 24 months. This purchase volume represents approximately $782.86M in transactions.

Of the 176 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 5,813,922 shares in the last 24 months. This volume of shares sold represents approximately $314.61M in transactions.


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This page (NYSE:EPR) was last updated on 7/14/2026 by MarketBeat.com Staff.
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