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EPR Properties (EPR) Institutional Ownership

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$45.37
-2.17 (-4.56%)
(As of 10/31/2024 ET)

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

Current
Institutional Ownership
Percentage
74.66%
Number of
Institutional Buyers
(last 12 months)
155
Total
Institutional Inflows
(last 12 months)
$283.31M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$62.31M
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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
10/30/2024Amalgamated Bank36,001$1.77M0.0%-23.9%0.048%
10/30/2024Asset Management One Co. Ltd.108,031$5.30M0.0%-1.9%0.143%
10/30/2024QRG Capital Management Inc.75,613$3.71M0.0%+10.5%0.100%
10/29/2024 Van ECK Associates Corp12,937$611K0.0%+12.3%0.017%
10/29/2024 Harbor Capital Advisors Inc.1,583$78K0.0%N/A0.002%
10/28/2024 Focus Financial Network Inc.18,701$922K0.0%+6.2%0.025%
10/25/2024 1620 Investment Advisors Inc.14,852$728K0.5%+2.3%0.020%
10/25/2024 New York State Teachers Retirement System97,695$4.79M0.0%-2.4%0.129%
10/25/2024 Abich Financial Wealth Management LLC511$25K0.1%+1,725.0%0.001%
10/25/2024 Diversify Advisory Services LLC13,441$640K0.0%+53.4%0.018%
10/25/2024 abrdn plc15,737$772K0.0%+15.6%0.021%
10/24/2024 Nisa Investment Advisors LLC48,708$2.40M0.0%-10.3%0.064%
10/24/2024 Wealth Enhancement Advisory Services LLC14,821$727K0.0%+12.7%0.020%
10/23/2024 Mirae Asset Global Investments Co. Ltd.4,014$195K0.0%+21.0%0.005%
10/23/2024 Louisiana State Employees Retirement System21,000$1.03M0.0%-1.9%0.028%
10/23/2024 Highland Capital Management LLC5,261$258K0.0%N/A0.007%
10/23/2024 Impact Partnership Wealth LLC6,114$300K0.1%N/A0.008%
10/22/2024 International Assets Investment Management LLC66,982$3.29M0.0%N/A0.089%
10/22/2024 Lecap Asset Management Ltd.16,621$815K0.2%-7.1%0.022%
10/22/2024 Private Advisor Group LLC16,297$799K0.0%+2.2%0.022%
10/22/2024 Signaturefd LLC2,360$116K0.0%+16.1%0.003%
10/19/2024 Allspring Global Investments Holdings LLC1,381$68K0.0%-65.7%0.002%
10/19/2024Cyndeo Wealth Partners LLC137,930$6.76M0.5%+7.1%0.182%
10/18/2024Raymond James & Associates154,198$7.56M0.0%+398.0%0.204%
10/18/2024Blue Trust Inc.709$35K0.0%+67.2%0.001%
10/17/2024V Square Quantitative Management LLC556$27K0.0%N/A0.001%
10/17/2024Sumitomo Mitsui DS Asset Management Company Ltd15,307$751K0.0%+21.4%0.020%
10/16/2024 Community Bank of Raymore4,555$223K0.2%-10.9%0.006%
10/16/2024 Presima Securities ULC4,400$216K0.0%N/A0.006%
10/15/2024 RDA Financial Network13,954$684K0.2%-1.9%0.018%
10/11/2024 Creative Planning22,552$1.11M0.0%+37.9%0.030%
10/11/2024 Wedge Capital Management L L P NC32,522$1.60M0.0%-19.1%0.043%
10/10/2024 Exchange Traded Concepts LLC44,639$2.19M0.1%-10.7%0.059%
10/9/2024 Pensionfund Sabic17,500$858K0.3%+9.4%0.023%
10/9/2024 Pensionfund DSM Netherlands38,462$1.89M0.9%+13.3%0.051%
10/8/2024 CWM LLC7,683$377K0.0%+49.6%0.010%
10/7/2024 GAMMA Investing LLC825$40K0.0%+38.9%0.001%
10/5/2024 Handelsbanken Fonder AB23,400$1.15M0.0%+49.0%0.031%
10/3/2024 SG Americas Securities LLC6,787$333K0.0%-60.9%0.009%
9/16/2024Cubist Systematic Strategies LLC63,124$2.65M0.0%-27.9%0.083%
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9/16/2024Point72 Asia Singapore Pte. Ltd.1,335$56K0.0%N/A0.002%
9/5/2024Sanctuary Advisors LLC10,921$448K0.0%N/A0.014%
8/21/2024Truist Financial Corp27,885$1.17M0.0%-20.3%0.037%
8/16/2024 Creative Planning16,353$686K0.0%+20.1%0.022%
8/16/2024Algert Global LLC88,646$3.72M0.1%+369.7%0.117%
8/15/2024Liberty Mutual Group Asset Management Inc.65,327$2.74M0.4%+34.9%0.086%
8/15/2024Millennium Management LLC458,764$19.26M0.0%-9.8%0.606%
8/15/2024AQR Capital Management LLC1,044,134$43.28M0.1%+64.1%1.380%
8/15/2024AXA S.A.33,138$1.39M0.0%N/A0.044%
8/15/2024Point72 Asia Singapore Pte. Ltd.1,335$56K0.0%N/A0.002%
8/14/2024Cubist Systematic Strategies LLC63,124$2.65M0.0%-27.9%0.083%
8/14/2024Point72 DIFC Ltd6,388$268K0.0%N/A0.008%
8/14/2024Marshall Wace LLP38,004$1.60M0.0%N/A0.050%
8/14/2024Xponance Inc.8,963$376K0.0%-14.6%0.012%
8/13/2024Hancock Whitney Corp24,315$1.02M0.0%-12.0%0.032%
8/13/2024Thrivent Financial for Lutherans275,347$11.56M0.0%+15.8%0.364%
8/13/2024Sei Investments Co.10,239$430K0.0%+8.1%0.014%
8/13/2024Pacer Advisors Inc.19,912$836K0.0%+77.4%0.026%
8/13/2024Public Employees Retirement Association of Colorado7,078$297K0.0%-7.3%0.009%
8/12/2024Intech Investment Management LLC33,717$1.42M0.0%N/A0.045%
8/12/2024XTX Topco Ltd5,135$216K0.0%N/A0.007%
8/12/2024MRP Capital Investments LLC9,630$404K0.4%-26.5%0.013%
8/12/2024Hsbc Holdings PLC88,938$3.72M0.0%+3.5%0.118%
8/12/2024Waterloo Capital L.P.15,724$660K0.1%N/A0.021%
8/12/2024Vanguard Personalized Indexing Management LLC12,112$508K0.0%+3.5%0.016%
8/12/2024Amalgamated Bank47,282$1.99M0.0%-4.2%0.062%
8/12/2024Mercer Global Advisors Inc. ADV58,946$2.48M0.0%+16.8%0.078%
8/10/2024Mutual of America Capital Management LLC43,328$1.82M0.0%-3.5%0.057%
8/9/2024Primecap Management Co. CA131,900$5.54M0.0%-1.4%0.174%
8/9/2024Renaissance Technologies LLC1,177,586$49.44M0.1%+23.3%1.556%
8/9/2024Dimensional Fund Advisors LP1,106,593$46.45M0.0%+5.1%1.462%
8/8/2024Oppenheimer & Co. Inc.70,651$2.97M0.0%+1.2%0.093%
8/8/2024American Century Companies Inc.9,076$381K0.0%N/A0.012%
8/8/2024State of New Jersey Common Pension Fund D31,674$1.33M0.0%-67.8%0.042%
8/7/2024Headlands Technologies LLC2,809$118K0.0%N/A0.004%
8/7/2024Texas Permanent School Fund Corp90,099$3.78M0.0%+36.7%0.119%
8/7/2024Choreo LLC5,233$217K0.0%N/A0.007%
8/7/2024Ashton Thomas Private Wealth LLC1,302$55K0.0%N/A0.002%
8/6/2024Quest Partners LLC43,160$1.81M0.2%+96.2%0.057%
8/6/2024LSV Asset Management1,139,494$47.84M0.1%+0.5%1.506%
8/6/2024 Custom Index Systems LLC5,567$234K0.1%+13.2%0.007%
8/6/2024Los Angeles Capital Management LLC253,901$10.66M0.0%+0.4%0.336%
8/6/2024Savant Capital LLC18,061$758K0.0%N/A0.024%
8/5/2024 Private Advisor Group LLC15,947$669K0.0%+122.9%0.021%
8/5/2024Arizona State Retirement System21,187$889K0.0%+2.3%0.028%
8/5/2024Victory Capital Management Inc.15,592$655K0.0%-64.9%0.021%
8/1/2024Versor Investments LP13,000$546K0.1%-53.4%0.017%
8/1/2024 GraniteShares Advisors LLC39,513$1.66M0.6%+14.2%0.052%
7/31/2024 Van ECK Associates Corp11,517$483K0.0%+7.3%0.015%
7/31/2024Commonwealth Equity Services LLC145,066$6.09M0.0%+0.9%0.192%
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7/30/2024 Signaturefd LLC2,032$85K0.0%-41.6%0.003%
7/29/2024Crossmark Global Holdings Inc.8,644$363K0.0%-10.9%0.011%
7/29/2024Principal Financial Group Inc.252,032$10.58M0.0%-11.1%0.333%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank30,118$1.26M0.0%+7.2%0.040%
7/26/2024State of Michigan Retirement System18,189$764K0.0%-1.6%0.024%
7/26/2024Bank of New York Mellon Corp1,199,640$50.36M0.0%-1.6%1.585%
7/24/2024Retirement Systems of Alabama93,399$3.92M0.0%-1.3%0.123%
7/24/2024 Louisiana State Employees Retirement System21,400$898K0.0%-1.4%0.028%
7/23/2024 All Season Financial Advisors Inc.7,860$330K0.3%-6.0%0.010%
7/23/2024 1620 Investment Advisors Inc.14,511$609K0.5%+8.9%0.019%
(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, 279 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), Bank of New York Mellon Corp ($50.36M), and PGGM Investments ($49.73M).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 233 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 ($1.07M), Rush Island Management LP ($1.03M), Norges Bank ($882.59K), AQR Capital Management LLC ($478.98K), and Schonfeld Strategic Advisors LLC ($334.80K).

How much institutional buying is happening at EPR Properties?

Institutional investors have bought a total of 12,531,475 shares in the last 24 months. This purchase volume represents approximately $528.64M in transactions.

Which EPR Properties major shareholders have been selling company stock?

Of the 149 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), Barclays PLC ($454.16K), Bank of New York Mellon Corp ($352.27K), Invesco Ltd. ($230.79K), Thrivent Financial for Lutherans ($205.24K), and Raymond James & Associates ($196.39K).

How much institutional selling is happening at EPR Properties?

Institutional investors have sold a total of 6,554,095 shares in the last 24 months. This volume of shares sold represents approximately $262.68M in transactions.



This page (NYSE:EPR) was last updated on 10/31/2024 by MarketBeat.com Staff
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