EPR Properties Ownership | Who Owns EPR Properties?
EPR Properties Ownership Summary
EPR Properties is owned by 48.64% institutional investors, 2.34% insiders, and 49.02% retail investors. Vanguard group is the largest institutional shareholder, holding 14.85% of EPR shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.80% of its assets in EPR Properties shares.
EPR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | EPR Properties | 48.64% | 2.34% | 49.02% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Specialty REIT Stocks | 63.59% | 3.41% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.25M | 14.85% | $498.06M |
| Blackrock funding, inc. /de | 10.65M | 14.07% | $471.68M |
| Blackrock | 10.50M | 13.92% | $440.59M |
| Wealthfront advisers | 6.83M | 9.02% | $391.07M |
| State street | 3.92M | 5.18% | $174.90M |
| Geode capital management | 1.42M | 1.88% | $63.09M |
| Renaissance | 1.38M | 1.82% | $61.16M |
| Charles schwab investment management | 1.38M | 1.82% | $61.12M |
| Bank of new york mellon | 1.15M | 1.51% | $50.71M |
| Lsv asset management | 1.13M | 1.49% | $50.00M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sycale advisors (ny) | 719.76K | 8.26% | $31.87M |
| Covalent partners | 12.50K | 2.03% | $553.50K |
| Ballast asset management, lp | 73.28K | 1.61% | $3.24M |
| Penn capital management company | 291.20K | 1.26% | $12.89M |
| Wealthfront advisers | 6.83M | 1.18% | $391.07M |
| Pensionfund dsm netherlands | 33.46K | 0.92% | $1.48M |
| Uniplan investment counsel | 142.22K | 0.59% | $6.30M |
| 1620 investment advisors | 15.07K | 0.51% | $667.35K |
| Cyndeo wealth partners | 146.03K | 0.44% | $6.47M |
| Advisors capital management | 495.06K | 0.34% | $21.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthfront advisers | 6.83M | 1.18% | 6.83M |
| Norges bank | 929.27K | 0.01% | 929.27K |
| Ubs group | 826.99K | 0.01% | 627.24K |
| Blackrock | 10.50M | 0.01% | 384.55K |
| Millennium management | 579.00K | 0.01% | 343.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pggm investments | - | - | -1.27M |
| Balyasny asset management | - | - | -680.96K |
| Invesco | 614.96K | 0.01% | -439.40K |
| Qube research | - | - | -391.99K |
| Centersquare investment management | - | - | -271.32K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wealthfront advisers | 6.83M | 1.18% | 6.83M | $391.07M |
| Norges bank | 929.27K | 0.01% | 929.27K | $41.15M |
| Raymond james financial | 296.85K | 0.00% | 296.85K | $13.14M |
| Lighthouse investment partners | 109.00K | 0.16% | 109.00K | $4.83M |
| New age alpha advisors | 88.74K | 0.16% | 88.74K | $3.93M |
Sold Out
| Holder | Change |
|---|---|
| Householder group estate & retirement specialist | -1.00 |
| Cornerstone planning group | -7.00 |
| Horizon investments | -8.00 |
| Cassady schiller wealth management | -9.00 |
| Gradient investments | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 179 | -50.96% | 36,829,111 | -30.28% | 48 | 1.00% | 95 | -43.79% | 46 | -67.38% |
| Sep 30, 2024 | 360 | -1.64% | 52,709,501 | -0.50% | 69 | 1.42% | 168 | -4.00% | 138 | 4.55% |
| Jun 30, 2024 | 361 | 0.56% | 52,913,854 | 0.34% | 70 | 1.43% | 172 | -14.00% | 132 | 45.05% |
| Mar 31, 2024 | 359 | - | 52,737,137 | -6.30% | 69 | 1.25% | 200 | 12.99% | 91 | -22.22% |
| Dec 31, 2023 | 359 | 9.12% | 56,281,928 | -2.90% | 74 | 1.26% | 177 | 18.00% | 117 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.89M | 3.80% | -34.71K |
| iShares Core S&P Mid-Cap ETF | 2.47M | 3.25% | 5.67K |
| Vanguard US Total Market Shares ETF | 2.38M | 3.13% | 1.27K |
| Vanguard Total Stock Mkt Idx Inv | 2.37M | 3.12% | 1.20K |
| Vanguard Small Cap Index | 1.93M | 2.54% | 1.57K |
| Vanguard Small Cap Value Index Inv | 1.27M | 1.67% | -3.90K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.15M | 1.51% | 1.38K |
| American Century Small Cap Value Inv | 805.00K | 1.06% | 225.00K |
| American Century U.S. Small Cap Value | 805.00K | 1.06% | 225.00K |
| SPDR® S&P MIDCAP 400 ETF Trust | 611.81K | 0.80% | 5.81K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 18, 2025 | Peterson Mark Alan | EVP & Chief Financial Officer | Sell | $709.29K |
| Mar 17, 2025 | Moriarty Brian Andrew | SVP - Corporate Communications | Sell | $129.97K |
| Mar 17, 2025 | Mater Tonya L. | SVP & Chief Accounting Officer | Sell | $161.93K |
| Mar 03, 2025 | Johnson Gwendolyn Mary | SVP - Asset Management | Sell | $210.68K |
| Aug 21, 2024 | Mater Tonya L. | SVP & Chief Accounting Officer | Sell | $46.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 4 |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
EPR Ownership FAQ
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