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EPR Properties (EPR) Institutional Ownership

EPR Properties logo
$60.43 -0.79 (-1.29%)
As of 08/21/2026 03:58 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)
232
Total
Institutional Inflows
(last 12 months)
$637.68M
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$273.63M
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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
8/23/2026 Ameritas Advisory Services LLC9,746$565K0.0%N/A0.013%
8/23/2026 Wedmont Private Capital5,453$325K0.0%+41.3%0.007%
8/22/2026 AlphaGrep UK Ltd7,500$435K0.1%N/A0.010%
8/22/2026 Syon Capital LLC21,117$1.23M0.1%+13.0%0.028%
8/22/2026 Concurrent Investment Advisors LLC3,577$208K0.0%N/A0.005%
8/21/2026 Nykredit A S2,143$124K0.0%N/A0.003%
8/21/2026 Midwest Professional Planners LTD.53,325$3.09M0.6%+42.1%0.070%
8/20/2026 Proficio Capital Partners LLC5,179$300K0.0%N/A0.007%
8/20/2026 Wedbush Securities Inc.10,850$629K0.0%-7.3%0.014%
8/19/2026 Wellington Management Group LLP260,615$15.12M0.0%+1.6%0.340%
8/18/2026 Public Employees Retirement System of Ohio108,055$6.27M0.0%N/A0.141%
8/15/2026 First Bancorp Inc ME 465$27K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp1,094,415$63.49M0.0%N/A1.429%
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%
6/18/2026 Pacer Advisors Inc.10,594$529K0.0%+16.3%0.014%
6/3/2026 NewEdge Advisors LLC4,647$232K0.0%+658.1%0.006%
5/21/2026 Essential Partners LLC2,110$105K0.0%-21.5%0.003%
5/19/2026 NewEdge Advisors LLC4,147$207K0.0%+576.5%0.005%
5/19/2026 Bank of America Corp DE352,049$17.59M0.0%-18.3%0.460%
5/19/2026 Edgestream 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%
5/18/2026 Amundi41,890$2.09M0.0%+3.4%0.055%
5/18/2026California State Teachers Retirement System92,688$4.63M0.0%+27.9%0.121%
5/16/2026 The Manufacturers Life Insurance Company53,194$2.66M0.0%-21.0%0.070%
5/16/2026 Quantinno Capital Management LP1,572,738$78.57M0.1%+20.9%2.056%
5/16/2026 Lazard Asset Management LLC29,880$1.49M0.0%+11.6%0.039%
5/15/2026 Waverly Advisors LLC4,506$225K0.0%+8.2%0.006%
5/14/2026 Renaissance Technologies LLC564,400$28.20M0.0%-18.4%0.738%
5/14/2026 Public Employees Retirement System of Ohio108,798$5.44M0.0%-14.6%0.142%
5/14/2026 Caxton Associates LLP75,827$3.79M0.1%-8.8%0.099%
5/14/2026 Inceptionr LLC5,137$257K0.1%N/A0.007%
5/14/2026 Sei Investments Co.95,095$4.75M0.0%+97.3%0.124%
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5/14/2026 Lido Advisors LLC7,339$369K0.0%-13.5%0.010%
5/13/2026 Cetera Investment Advisers26,581$1.33M0.0%+14.9%0.035%
5/13/2026 First Trust Advisors LP87,451$4.37M0.0%-28.0%0.114%
5/8/2026 PNC Financial Services Group Inc.6,153$307K0.0%+37.7%0.008%
5/8/2026 Convergence Investment Partners LLC21,558$1.08M0.2%N/A0.028%
5/7/2026 Dimensional Fund Advisors LP1,131,680$56.54M0.0%+2.4%1.479%
5/6/2026 Kera 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%
5/5/2026 Midwest Professional Planners LTD.37,532$1.88M0.4%+0.9%0.049%
5/5/2026 Bank of New York Mellon Corp1,118,889$55.90M0.0%+1.8%1.463%
5/5/2026 Sanctuary Advisors LLC10,220$511K0.0%+9.4%0.013%
5/4/2026 Calamos Wealth Management LLC6,020$301K0.0%N/A0.008%
5/4/2026 Calamos 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%
5/4/2026 Principal 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%
4/30/2026 Hsbc 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%
4/27/2026 Elevation 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%
4/24/2026 MQS 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%
4/21/2026 Maridea 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%
4/16/2026 SG Americas Securities LLC18,709$935K0.0%-7.0%0.024%
4/16/2026 Evolve Private Wealth LLC15,419$770K0.0%+2.8%0.020%
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3/20/2026 Hsbc Holdings PLC297,760$14.91M0.0%+42.4%0.389%
3/17/2026 Rockefeller Capital Management L.P.1,206$60K0.0%+1,446.2%0.002%
3/9/2026 Corient Private Wealth LLC36,533$1.82M0.0%+146.7%0.048%
3/9/2026 EMC Capital Management3,879$194K0.1%-15.0%0.005%
3/6/2026 Hsbc Holdings PLC297,760$14.91M0.0%+42.4%0.389%
2/24/2026 Pacer Advisors Inc.9,110$455K0.0%-47.5%0.012%
2/23/2026 Kera Capital Partners Inc.13,679$742K0.1%+92.2%0.018%
2/19/2026 Invesco Ltd.1,018,685$50.83M0.0%+4.2%1.338%
2/19/2026 Corient Private Wealth LLC54,167$2.70M0.0%+265.8%0.071%
2/18/2026 Mercer Global Advisors Inc. ADV101,560$5.07M0.0%+4.6%0.133%


EPR Institutional Ownership - Frequently Asked Questions

During the previous two years, 436 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 376 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 11,901,007 shares in the last 24 months. This purchase volume represents approximately $637.68M in transactions.

Of the 147 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 5,109,402 shares in the last 24 months. This volume of shares sold represents approximately $273.63M 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 8/23/2026. New 13F filings are added each quarter as they're published.
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