EPR Properties (EPR) Institutional Ownership

$40.98
-0.13 (-0.32%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
74.66%
Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$305.23M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$126.13M
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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
4/26/2024Yousif Capital Management LLC34,288$1.46M0.0%-2.2%0.045%
4/25/2024New York State Teachers Retirement System110,595$4.70M0.0%-5.8%0.146%
4/24/2024 Spire Wealth Management2,554$108K0.0%+82.7%0.003%
4/23/2024 Louisiana State Employees Retirement System21,700$921K0.0%+2.4%0.029%
4/23/2024 Amalgamated Bank49,344$2.10M0.0%-7.6%0.065%
4/23/2024 Raymond James Financial Services Advisors Inc.56,267$2.39M0.0%+8.7%0.074%
4/22/2024 GraniteShares Advisors LLC34,585$1.47M0.8%+14.6%0.046%
4/19/2024 PCG Wealth Advisors LLC14,104$599K0.3%+78.0%0.019%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.88,618$3.76M0.0%-0.3%0.117%
4/18/2024 Naviter Wealth LLC6,013$257K0.0%+24.9%0.008%
4/18/2024 State of Michigan Retirement System18,489$785K0.0%+2.2%0.024%
4/18/2024 Allspring 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%
2/16/2024Spouting Rock Asset Management LLC17,271$837K0.3%-14.4%0.023%
2/14/2024Caxton Associates LP48,667$2.36M0.1%N/A0.065%
2/14/2024Lighthouse Investment Partners LLC175,000$8.48M0.4%+75.0%0.232%
2/14/2024Vermillion & White Wealth Management Group LLC512$25K0.0%N/A0.001%
2/13/2024Pinebridge Investments L.P.9,700$470K0.0%N/A0.013%
2/13/2024Keeley Teton Advisors LLC39,310$1.91M0.2%-1.2%0.052%
2/13/2024Oppenheimer & Co. Inc.58,887$2.85M0.1%-3.0%0.078%
2/13/2024Campbell & CO Investment Adviser LLC41,884$2.03M0.2%-28.0%0.056%
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%
2/12/2024Hsbc 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%
2/9/2024Allstate 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%
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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%
2/6/2024 Wealthcare Advisory Partners LLC4,581$222K0.0%N/A0.006%
2/6/2024Metis Global Partners LLC4,954$240K0.0%N/A0.007%
2/6/2024 Measured 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%
2/6/2024M&T Bank Corp11,474$556K0.0%+8.7%0.015%
2/6/2024 Amalgamated 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%
2/6/2024 First 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%
2/5/2024 Naviter Wealth LLC4,813$235K0.0%N/A0.006%
2/5/2024Retirement Systems of Alabama94,345$4.57M0.0%+0.3%0.125%
2/5/2024Russell Investments Group Ltd.31,524$1.53M0.0%+73.4%0.042%
2/2/2024Truist Financial Corp34,970$1.69M0.0%-17.0%0.046%
2/1/2024New York State Common Retirement Fund57,795$2.80M0.0%-10.8%0.077%
2/1/2024 Wedge Capital Management L L P NC51,124$2.48M0.0%+4.1%0.068%
2/1/2024Sigma Planning Corp5,255$255K0.0%-62.6%0.007%
2/1/2024 CWM LLC1,261$61K0.0%-22.6%0.002%
2/1/2024Sumitomo Mitsui DS Asset Management Company Ltd12,612$611K0.0%+12.0%0.017%
2/1/2024OVERSEA CHINESE BANKING Corp Ltd44,483$2.16M0.1%-31.8%0.059%
2/1/2024Signaturefd LLC3,939$191K0.0%+10.9%0.005%
1/31/2024abrdn plc14,562$706K0.0%-3.8%0.019%
1/31/2024Federated Hermes Inc.94,554$4.58M0.0%-3.4%0.126%
1/31/2024Daiwa Securities Group Inc.22,834$1.11M0.0%-24.3%0.030%
1/30/2024 GraniteShares Advisors LLC30,189$1.46M1.3%-18.3%0.040%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank30,012$1.45M0.0%+14.3%0.040%
1/30/2024Mackenzie Financial Corp7,465$362K0.0%-6.1%0.010%
1/30/2024Strs Ohio42,456$2.06M0.0%-55.8%0.056%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.88,929$4.31M0.0%+6.9%0.118%
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1/29/2024Lecap Asset Management Ltd.9,752$472K0.2%N/A0.013%
1/29/2024 Louisiana State Employees Retirement System21,200$1.03M0.0%N/A0.028%
1/29/2024 Byrne Asset Management LLC6,575$322K0.2%+8.8%0.009%
1/29/2024MRP Capital Investments LLC13,960$676K0.7%-45.8%0.019%
1/26/2024Cerity Partners LLC4,838$234K0.0%N/A0.006%
1/26/2024Mutual of America Capital Management LLC46,551$2.26M0.0%-4.9%0.062%
1/26/2024Custom Index Systems LLC5,242$254K0.2%N/A0.007%
1/25/2024 Allspring Global Investments Holdings LLC2,324$113K0.0%-78.8%0.003%
1/25/2024Nisa Investment Advisors LLC53,122$2.57M0.0%-7.8%0.071%
1/24/2024Mirae Asset Global Investments Co. Ltd.206,188$9.99M0.0%-4.2%0.274%
(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, 287 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), 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 ($58.46M), and LSV Asset Management ($53.90M).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 241 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 ($1.04M), Rush Island Management LP ($1.03M), Norges Bank ($882.59K), Bank of New York Mellon Corp ($530.08K), and Prudential Financial Inc. ($376.96K).

How much institutional buying is happening at EPR Properties?

Institutional investors have bought a total of 13,797,722 shares in the last 24 months. This purchase volume represents approximately $605.81M in transactions.

Which EPR Properties major shareholders have been selling company stock?

Of the 164 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), Natixis ($463.60K), Barclays PLC ($454.16K), Bank of New York Mellon Corp ($332.94K), Raymond James & Associates ($316.00K), and Point72 Asset Management L.P. ($298.70K).

How much institutional selling is happening at EPR Properties?

Institutional investors have sold a total of 8,062,756 shares in the last 24 months. This volume of shares sold represents approximately $339.14M in transactions.


This page (NYSE:EPR) was last updated on 4/27/2024 by MarketBeat.com Staff

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