S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
Closing prices for crude oil, gold and other commodities
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
Closing prices for crude oil, gold and other commodities
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
Closing prices for crude oil, gold and other commodities
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
Biden signs bill extending a key US surveillance program after divisions nearly forced it to lapse
Closing prices for crude oil, gold and other commodities
MarketBeat Week in Review – 4/15 - 4/19
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion

EPR Properties (EPR) Institutional Ownership

$40.41
-0.01 (-0.02%)
(As of 04/19/2024 ET)

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

Current
Institutional Ownership
Percentage
74.66%
Number of
Institutional Buyers
(last 12 months)
203
Total
Institutional Inflows
(last 12 months)
$471.13M
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$191.21M
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Skip Chart & View Institutional Buying and Selling Data

EPR Institutional Buying and Selling by Quarter

EPR Properties Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024PCG Wealth Advisors LLC14,104$599K0.3%+78.0%0.019%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.88,618$3.76M0.0%-0.3%0.117%
4/18/2024Naviter Wealth LLC6,013$257K0.0%+24.9%0.008%
4/18/2024State of Michigan Retirement System18,489$785K0.0%+2.2%0.024%
4/18/2024Allspring Global Investments Holdings LLC4,010$170K0.0%+72.5%0.005%
4/13/2024 Community Bank of Raymore5,110$217K0.1%-21.5%0.007%
4/11/2024 BTC Capital Management Inc.7,292$310K0.0%N/A0.010%
4/9/2024 Mather Group LLC.849$36K0.0%N/A0.001%
4/8/2024Pensionfund Sabic16,000$679K0.2%+14.3%0.021%
4/5/2024 Los Angeles Capital Management LLC252,904$10.74M0.0%+0.8%0.334%
4/5/2024 CWM LLC2,118$90K0.0%+68.0%0.003%
4/3/2024 Strategic Advocates LLC8,526$362K0.1%N/A0.011%
4/3/2024Pensionfund DSM Netherlands33,962$1.44M0.8%+9.7%0.045%
3/11/2024Vanguard Group Inc.11,257,272$545.42M0.0%-0.7%14.875%
3/5/2024Wellington Management Group LLP1,691,029$81.93M0.0%+290.3%2.234%
2/28/2024American International Group Inc.101,743$4.93M0.0%-4.1%0.135%
2/16/2024Price T Rowe Associates Inc. MD41,354$2.00M0.0%+4.4%0.055%
2/16/2024Spouting Rock Asset Management LLC17,271$837K0.3%-14.4%0.023%
2/16/2024GSA Capital Partners LLP37,673$1.83M0.2%+487.9%0.050%
2/16/2024Public Employees Retirement System of Ohio140,454$6.81M0.0%+0.6%0.186%
2/15/2024Mercer Global Advisors Inc. ADV49,474$2.40M0.0%+6.7%0.066%
2/15/2024Midwest Professional Planners LTD.23,953$1.16M0.5%+10.2%0.032%
2/15/2024Legal & General Group Plc621,231$30.10M0.0%+4.5%0.825%
2/15/2024Barclays PLC75,022$3.64M0.0%+92.3%0.100%
2/15/2024Atlas Capital Advisors LLC4,872$236K0.0%+42.2%0.006%
2/15/2024Vanguard Group Inc.11,257,272$545.42M0.0%-0.7%14.944%
2/15/2024Voloridge Investment Management LLC14,324$694K0.0%-42.1%0.019%
2/15/2024Nuveen Asset Management LLC666,223$32.36M0.0%-24.1%0.884%
2/15/2024Price T Rowe Associates Inc. MD41,354$2.00M0.0%+4.4%0.055%
2/15/2024Brevan Howard Capital Management LP4,644$225K0.0%N/A0.006%
2/14/2024Pathstone Holdings LLC13,161$638K0.0%N/A0.017%
2/14/2024Point72 Asset Management L.P.254,397$12.33M0.0%N/A0.338%
2/14/2024Creative Planning12,237$593K0.0%+8.9%0.016%
2/14/2024Cubist Systematic Strategies LLC82,363$3.99M0.0%N/A0.109%
2/14/2024Caxton Associates LP48,667$2.36M0.1%N/A0.065%
2/14/2024Nebula Research & Development LLC8,726$423K0.1%N/A0.012%
2/14/2024Putnam Investments LLC71,338$3.46M0.0%+1,055.6%0.095%
2/14/2024Balyasny Asset Management L.P.425,134$20.60M0.0%N/A0.564%
2/14/2024Lighthouse Investment Partners LLC175,000$8.48M0.4%+75.0%0.232%
2/14/2024State of Tennessee Treasury Department77,700$3.77M0.0%-46.8%0.103%
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2/14/2024Verition Fund Management LLC9,204$446K0.0%-58.5%0.012%
2/14/2024Sei Investments Co.6,976$338K0.0%+7.6%0.009%
2/14/2024Vermillion & White Wealth Management Group LLC512$25K0.0%N/A0.001%
2/13/2024Northern Trust Corp669,605$32.44M0.0%-8.2%0.889%
2/13/2024Pinebridge Investments L.P.9,700$470K0.0%N/A0.013%
2/13/2024American International Group Inc.101,743$4.93M0.0%-4.1%0.135%
2/13/2024Keeley Teton Advisors LLC39,310$1.91M0.2%-1.2%0.052%
2/13/2024Public Employees Retirement Association of Colorado8,653$419K0.0%-90.5%0.011%
2/13/2024Cetera Advisor Networks LLC6,370$309K0.0%+8.1%0.008%
2/13/2024Oppenheimer & Co. Inc.58,887$2.85M0.1%-3.0%0.078%
2/13/2024Tower Research Capital LLC TRC 19,518$946K0.0%+1,194.3%0.026%
2/13/2024First Trust Advisors LP126,742$6.14M0.0%+4.7%0.168%
2/13/2024Goldman Sachs Group Inc.101,413$4.91M0.0%-137.7%0.135%
2/13/2024CIBC Private Wealth Group LLC4,240$205K0.0%N/A0.006%
2/13/2024KBC Group NV1,043$51K0.0%N/A0.001%
2/13/2024Campbell & CO Investment Adviser LLC41,884$2.03M0.2%-28.0%0.056%
2/13/2024California State Teachers Retirement System79,419$3.85M0.0%-4.4%0.105%
2/12/2024Treasurer of the State of North Carolina32,910$1.59M0.0%+1.0%0.044%
2/12/2024Allianz Asset Management GmbH89,195$4.32M0.0%+93.9%0.118%
2/12/2024Stifel Financial Corp22,602$1.10M0.0%+54.4%0.030%
2/12/2024Hsbc Holdings PLC41,409$2.01M0.0%+14.7%0.055%
2/9/2024Primecap Management Co. CA136,400$6.61M0.0%-0.2%0.181%
2/9/2024Nomura Asset Management Co. Ltd.85,320$4.13M0.0%-1.9%0.113%
2/9/2024Cambridge Investment Research Advisors Inc.9,395$455K0.0%-5.4%0.012%
2/9/2024Allstate Corp12,408$601K0.0%-84.2%0.016%
2/9/2024Ontario Teachers Pension Plan Board53,595$2.60M0.0%-7.4%0.071%
2/9/2024Worth Venture Partners LLC5,450$264K0.1%-14.2%0.007%
2/9/2024Franklin Resources Inc.39,633$1.92M0.0%+14.7%0.053%
2/9/2024Assetmark Inc.25,793$1.25M0.0%+22.3%0.034%
2/9/2024Quest Partners LLC22,842$1.11M0.2%N/A0.030%
2/9/2024Coldstream Capital Management Inc.9,818$476K0.0%-2.6%0.013%
2/9/2024Norges Bank882,587$42.76M0.0%N/A1.172%
2/8/2024Panagora Asset Management Inc.5,896$286K0.0%+6.9%0.008%
2/8/2024Vanguard Personalized Indexing Management LLC12,298$596K0.0%-33.4%0.016%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.46,695$2.21M0.0%+2.2%0.062%
2/8/2024Massachusetts Financial Services Co. MA22,705$1.10M0.0%+1.6%0.030%
2/7/2024Avantax Advisory Services Inc.4,651$225K0.0%N/A0.006%
2/7/2024Principal Financial Group Inc.276,501$13.40M0.0%-0.5%0.367%
2/7/2024Dimensional Fund Advisors LP1,061,160$51.41M0.0%+0.3%1.409%
2/7/2024QRG Capital Management Inc.57,635$2.79M0.0%+7.7%0.077%
2/7/2024BNP Paribas Financial Markets14,293$692K0.0%+16.1%0.019%
2/7/2024Teacher Retirement System of Texas36,189$1.75M0.0%-26.1%0.048%
2/7/2024Versor Investments LP9,000$436K0.1%N/A0.012%
2/7/2024Principal Securities Inc.637$31K0.0%N/A0.001%
2/6/2024Charles Schwab Investment Management Inc.1,244,414$60.29M0.0%+1.4%1.652%
2/6/2024Private Advisor Group LLC7,903$383K0.0%+31.6%0.010%
2/6/2024Wealthcare Advisory Partners LLC4,581$222K0.0%N/A0.006%
2/6/2024Metis Global Partners LLC4,954$240K0.0%N/A0.007%
2/6/2024Measured Wealth Private Client Group LLC6,535$317K0.1%N/A0.009%
2/6/2024LSV Asset Management1,112,454$53.90M0.1%-2.9%1.477%
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2/6/2024M&T Bank Corp11,474$556K0.0%+8.7%0.015%
2/6/2024Amalgamated Bank53,380$2.59M0.0%+8.6%0.071%
2/6/2024 Los Angeles Capital Management LLC251,020$12.16M0.0%+0.3%0.333%
2/6/2024Swiss National Bank148,388$7.19M0.0%-10.3%0.197%
2/6/2024Robertson Stephens Wealth Management LLC4,724$230K0.0%N/A0.006%
2/6/2024First Trust Direct Indexing L.P.4,385$212K0.0%N/A0.006%
2/6/2024New York Life Investment Management LLC9,065$439K0.0%-2.8%0.012%
2/5/2024Victory Capital Management Inc.39,128$1.90M0.0%+188.7%0.052%
2/5/2024Van ECK Associates Corp10,487$508K0.0%+19.7%0.014%
2/5/2024Naviter Wealth LLC4,813$235K0.0%N/A0.006%
(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, 345 institutional investors and hedge funds held shares of EPR Properties. The most heavily invested institutionals were Vanguard Group Inc. ($545.42M), Invesco Ltd. ($218.45M), State Street Corp ($197.58M), Wellington Management Group LLP ($81.93M), Charles Schwab Investment Management Inc. ($60.29M), Geode Capital Management LLC ($58.95M), and Bank of New York Mellon Corp ($58.46M).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 300 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: Norges Bank ($1.70M), Wellington Management Group LLP ($1.37M), PGGM Investments ($1.34M), Waterfront Capital Partners LLC ($1.27M), LSV Asset Management ($1.04M), Rush Island Management LP ($1.03M), and Prudential Financial Inc. ($713.69K).

How much institutional buying is happening at EPR Properties?

Institutional investors have bought a total of 21,529,968 shares in the last 24 months. This purchase volume represents approximately $949.13M in transactions.

Which EPR Properties major shareholders have been selling company stock?

Of the 208 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. ($1.72M), Arrowstreet Capital Limited Partnership ($904.02K), Millennium Management LLC ($552.43K), Envestnet Asset Management Inc. ($541.12K), Natixis ($488.10K), Alliancebernstein L.P. ($464.95K), and Invesco Ltd. ($461.04K).

How much institutional selling is happening at EPR Properties?

Institutional investors have sold a total of 12,254,905 shares in the last 24 months. This volume of shares sold represents approximately $535.52M in transactions.


This page (NYSE:EPR) was last updated on 4/20/2024 by MarketBeat.com Staff

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