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EPR Properties (EPR) Institutional Ownership

EPR Properties logo
$56.49 +1.00 (+1.81%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$56.47 -0.02 (-0.04%)
As of 10/2/2026 07:30 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.
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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)
237
Total
Institutional Inflows
(last 12 months)
$644.17M
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$273.66M
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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
10/2/2026CX Institutional1,018$57K0.0%+5,555.6%0.001%
10/2/2026Versant Capital Management Inc14,845$833K0.1%+4.8%0.019%
9/23/2026QRG Capital Management Inc.29,459$1.71M0.0%+10.3%0.038%
9/9/2026Sequoia Financial Advisors LLC11,499$667K0.0%-36.6%0.015%
9/9/2026Engineers Gate Manager LP26,432$1.53M0.0%+19.9%0.035%
9/9/2026Integrated Wealth Concepts LLC3,696$214K0.0%N/A0.005%
9/9/2026RFG Advisory LLC9,581$556K0.0%-3.6%0.013%
9/9/2026Squarepoint Ops LLC7,659$444K0.0%N/A0.010%
9/8/2026Allworth Financial LP2,952$171K0.0%-8.1%0.004%
9/8/2026Arizona State Retirement System21,110$1.23M0.0%+0.9%0.028%
9/8/2026Waverly Advisors LLC4,733$275K0.0%+5.0%0.006%
9/8/2026Nykredit A S2,143$124K0.0%N/A0.003%
8/27/2026Corient Private Wealth LP160,736$9.33M0.0%+158.7%0.210%
8/25/2026Groupe la Francaise10,405$604K0.0%+5.8%0.014%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al81,633$4.74M0.0%N/A0.107%
8/23/2026Ameritas Advisory Services LLC9,746$565K0.0%N/A0.013%
8/23/2026Wedmont Private Capital5,453$325K0.0%+41.3%0.007%
8/22/2026AlphaGrep UK Ltd7,500$435K0.1%N/A0.010%
8/22/2026Syon Capital LLC21,117$1.23M0.1%+13.0%0.028%
8/22/2026Concurrent Investment Advisors LLC3,577$208K0.0%N/A0.005%
8/21/2026Nykredit A S2,143$124K0.0%N/A0.003%
8/21/2026Midwest Professional Planners LTD.53,325$3.09M0.6%+42.1%0.070%
8/20/2026Proficio Capital Partners LLC5,179$300K0.0%N/A0.007%
8/20/2026Wedbush Securities Inc.10,850$629K0.0%-7.3%0.014%
8/19/2026Wellington Management Group LLP260,615$15.12M0.0%+1.6%0.340%
8/18/2026Public Employees Retirement System of Ohio108,055$6.27M0.0%N/A0.141%
8/15/2026First Bancorp Inc ME465$27K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp1,094,415$63.49M0.0%N/A1.429%
7/10/2026Family Wealth Partners LLC14,509$842K0.3%+6.3%0.019%
7/10/2026Wasatch Advisors LP951,109$55.17M0.4%-2.3%1.243%
7/10/2026Handelsbanken Fonder AB26,000$1.51M0.0%+9.7%0.034%
7/10/2026Wealthcare Advisory Partners LLC4,705$273K0.0%+6.9%0.006%
7/9/2026Focus Financial Network Inc.42,394$2.46M0.1%+3.8%0.055%
7/9/2026Hennion & Walsh Asset Management Inc.42,101$2.44M0.1%+20.3%0.055%
7/8/2026Teamwork Financial Advisors LLC9,262$537K0.0%-3.9%0.012%
7/8/2026Elevation Wealth Partners LLC657$38K0.0%+753.2%0.001%
7/6/2026RDA 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%
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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 Company53,194$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%
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%
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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%
4/21/2026Wasatch 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%


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), Bank of New York Mellon Corp ($1.19M), Wasatch Advisors LP ($973.44K), Northern Trust Corp ($915.75K), and Russell Investments Group Ltd. ($742.10K).

Institutional investors have bought a total of 12,013,193 shares in the last 24 months. This purchase volume represents approximately $644.17M in transactions.

Of the 148 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), Daiwa Securities Group Inc. ($165.05K), Two Sigma Investments LP ($153.73K), and JPMorgan Chase & Co. ($141.22K).

Institutional investors have sold a total of 5,109,862 shares in the last 24 months. This volume of shares sold represents approximately $273.66M in transactions.


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Institutional ownership data for NYSE:EPR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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