EPR Properties Ownership 2024 | Who Owns EPR Properties Now?
Institutional Ownership
70.07%
Insider Ownership
2.13%
Retail Ownership
27.80%
Institutional Holders
355.00
EPR Properties Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 15.05% | 0.01% | 11,345,593 | -20,823 | -0.18% | 476,287,994 | Jun 30, 2024 |
| BLACKROCK INC. | 13.92% | 0.01% | 10,495,167 | 384,548 | 3.80% | 440,587,114 | Jun 30, 2024 |
| STATE STREET CORP | 5.09% | 0.01% | 3,840,528 | -32,914 | -0.85% | 162,307,359,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.88% | 0.01% | 1,417,690 | 35,926 | 2.60% | 59,528,762 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.72% | 0.01% | 1,295,333 | 11,602 | 0.90% | 54,378,079 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.59% | 0.01% | 1,199,640 | -19,336 | -1.59% | 50,360,872 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.56% | 0.08% | 1,177,586 | 222,800 | 23.34% | 49,435,060 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.51% | 0.10% | 1,139,494 | 5,140 | 0.45% | 47,836,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.47% | 0.01% | 1,106,593 | 53,997 | 5.13% | 46,454,443 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.38% | 0.07% | 1,044,134 | 407,767 | 64.08% | 43,279,359 | Jun 30, 2024 |
| INVESCO LTD. | 1.38% | 0.01% | 1,037,826 | -1,343,117 | -56.41% | 43,567,939 | Jun 30, 2024 |
| NORGES BANK | 1.20% | 0.01% | 908,105 | 908,105 | 100.00% | 38,122,248 | Jun 30, 2024 |
| MORGAN STANLEY | 0.99% | 0.00% | 748,940 | 68,881 | 10.13% | 31,440,543 | Jun 30, 2024 |
| SYCALE ADVISORS (NY) LLC | 0.99% | 8.98% | 745,671 | 745,671 | 100.00% | 31,303,269 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.90% | 0.00% | 676,650 | 77,398 | 12.92% | 28,405,768,000 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.84% | 0.01% | 635,253 | -28,727 | -4.33% | 26,753,272 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.78% | 0.01% | 584,943 | -20,493 | -3.38% | 24,555,906 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.66% | 0.00% | 496,056 | 66,122 | 15.38% | 20,824,438 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.64% | 0.04% | 481,481 | 481,481 | 100.00% | 20,212,572 | Jun 30, 2024 |
| ADVISORS CAPITAL MANAGEMENT, LLC | 0.63% | 0.35% | 472,802 | 472,802 | 100.00% | 19,848,000 | Jun 30, 2024 |
EPR Properties's largest institutional shareholder is VANGUARD GROUP INC, holding 15.05% of the company's total share outstanding, currently valued at $476.29M. The top 10 institutional shareholders own together 45.18% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SYCALE ADVISORS (NY) LLC | 0.99% | 8.98% | 745,671 | 745,671 | 100.00% | 31,303,269 | Jun 30, 2024 |
| WORTH VENTURE PARTNERS, LLC | 0.01% | 2.35% | 7,550 | 200 | 2.72% | 316,949 | Jun 30, 2024 |
| BALLAST ASSET MANAGEMENT, LP | 0.10% | 1.75% | 76,896 | 4,682 | 6.48% | 3,228,094 | Jun 30, 2024 |
| UNIPLAN INVESTMENT COUNSEL, INC. | 0.21% | 0.60% | 158,083 | -29,318 | -15.64% | 6,636,000 | Jun 30, 2024 |
| GRANITESHARES ADVISORS LLC | 0.05% | 0.55% | 39,513 | 4,928 | 14.25% | 1,658,756 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.02% | 0.47% | 14,511 | 1,188 | 8.92% | 609,179 | Jun 30, 2024 |
| MIDWEST PROFESSIONAL PLANNERS, LTD. | 0.04% | 0.44% | 31,303 | 861 | 2.83% | 1,314,105 | Jun 30, 2024 |
| CYNDEO WEALTH PARTNERS, LLC | 0.17% | 0.42% | 128,789 | 8,609 | 7.16% | 5,406,580 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | 0.02% | 0.42% | 17,826 | 7,429 | 71.45% | 748,335 | Jun 30, 2024 |
| LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. | 0.09% | 0.40% | 65,327 | 16,897 | 34.89% | 2,742,000 | Jun 30, 2024 |
| MRP CAPITAL INVESTMENTS, LLC | 0.01% | 0.38% | 9,630 | -3,475 | -26.52% | 404,268 | Jun 30, 2024 |
| ADVISORS CAPITAL MANAGEMENT, LLC | 0.63% | 0.35% | 472,802 | 472,802 | 100.00% | 19,848,000 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.21% | 0.32% | 160,823 | 160,823 | 100.00% | 6,751,350 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.06% | 0.31% | 45,395 | 24,140 | 113.57% | 1,905,682 | Jun 30, 2024 |
| ALL SEASON FINANCIAL ADVISORS, INC. | 0.01% | 0.30% | 7,860 | -498 | -5.96% | 329,943 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.10% | 0.27% | 75,299 | 10,940 | 17.00% | 3,161,052 | Jun 30, 2024 |
| AFFINITY INVESTMENT ADVISORS, LLC | 0.01% | 0.26% | 8,207 | - | - | 344,530 | Jun 30, 2024 |
| PCG WEALTH ADVISORS, LLC | 0.02% | 0.26% | 14,104 | - | - | 592,086 | Jun 30, 2024 |
| SAMALIN INVESTMENT COUNSEL, LLC | 0.02% | 0.26% | 13,055 | 1,029 | 8.56% | 548,087 | Jun 30, 2024 |
| QUEST PARTNERS LLC | 0.06% | 0.25% | 43,160 | 21,164 | 96.22% | 1,811,857 | Jun 30, 2024 |
The largest EPR Properties shareholder by % of total assets is SYCALE ADVISORS (NY) LLC. The company owns 745.67K shares of EPR Properties (EPR), representing 8.98% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.20% | 0.01% | 908,105 | 908,105 | 100.00% | 38,122,248 | Jun 30, 2024 |
| SYCALE ADVISORS (NY) LLC | 0.99% | 8.98% | 745,671 | 745,671 | 100.00% | 31,303,269 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.64% | 0.04% | 481,481 | 481,481 | 100.00% | 20,212,572 | Jun 30, 2024 |
| ADVISORS CAPITAL MANAGEMENT, LLC | 0.63% | 0.35% | 472,802 | 472,802 | 100.00% | 19,848,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 1.38% | 0.07% | 1,044,134 | 407,767 | 64.08% | 43,279,359 | Jun 30, 2024 |
| BLACKROCK INC. | 13.92% | 0.01% | 10,495,167 | 384,548 | 3.80% | 440,587,114 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 1.56% | 0.08% | 1,177,586 | 222,800 | 23.34% | 49,435,060 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.23% | 0.02% | 170,192 | 170,192 | 100.00% | 7,144,660 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.21% | 0.32% | 160,823 | 160,823 | 100.00% | 6,751,350 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.02% | 95,710 | 95,710 | 100.00% | 4,017,906 | Jun 30, 2024 |
| FMR LLC | 0.26% | 0.00% | 193,588 | 89,960 | 86.81% | 8,126,815 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.90% | 0.00% | 676,650 | 77,398 | 12.92% | 28,405,768,000 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.12% | 0.12% | 88,646 | 69,774 | 369.72% | 3,721,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.99% | 0.00% | 748,940 | 68,881 | 10.13% | 31,440,543 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.66% | 0.00% | 496,056 | 66,122 | 15.38% | 20,824,438 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.08% | 0.02% | 59,515 | 59,515 | 100.00% | 2,498,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.47% | 0.01% | 1,106,593 | 53,997 | 5.13% | 46,454,443 | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 0.09% | 0.01% | 69,847 | 46,004 | 192.95% | 2,932,177 | Jun 30, 2024 |
| ALLIANCEBERNSTEIN L.P. | 0.23% | 0.00% | 173,140 | 42,956 | 33.00% | 7,268,417 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.05% | 0.00% | 38,004 | 38,004 | 100.00% | 1,595,409 | Jun 30, 2024 |
As of Jun 30 2024, EPR Properties's largest institutional buyer is NORGES BANK. The company purchased 908.11K stocks of EPR, valued at $38.12M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | 1.38% | 0.01% | 1,037,826 | -1,343,117 | -56.41% | 43,567,939 | Jun 30, 2024 |
| PGGM INVESTMENTS | - | - | - | -1,272,738 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.11% | 0.02% | 80,898 | -314,330 | -79.53% | 3,396,097 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.15% | 0.00% | 113,077 | -284,971 | -71.59% | 4,746,973 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 3,317 | -230,152 | -98.58% | 138,385 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -217,240 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.52% | 0.03% | 391,987 | -112,979 | -22.37% | 16,455,614 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.01% | 0.01% | 11,120 | -104,241 | -90.36% | 466,827 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -99,704 | -100.00% | - | Jun 30, 2024 |
| CANDRIAM S.C.A. | - | - | - | -91,196 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.05% | 0.00% | 35,463 | -90,052 | -71.75% | 1,489,000 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.04% | 0.00% | 31,400 | -83,800 | -72.74% | 1,318,172 | Jun 30, 2024 |
| MAN GROUP PLC | 0.19% | 0.02% | 143,142 | -81,448 | -36.27% | 6,009,101 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.04% | 0.01% | 31,674 | -66,807 | -67.84% | 1,329,675 | Jun 30, 2024 |
| NATIXIS | 0.02% | 0.00% | 13,126 | -59,638 | -81.96% | 551,029 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.00% | 10,754 | -52,324 | -82.95% | 451,451 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.61% | 0.01% | 458,764 | -49,985 | -9.83% | 19,258,913 | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | 0.02% | 0.00% | 12,372 | -49,924 | -80.14% | 525,000 | Jun 30, 2024 |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | 0.04% | 0.00% | 32,038 | -45,662 | -58.77% | 1,344,956 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.15% | 0.00% | 115,517 | -36,162 | -23.84% | 4,849,403 | Jun 30, 2024 |
As of Jun 30 2024, EPR Properties's biggest institutional seller is INVESCO LTD.. The company sold -1.34M shares of EPR, valued at $43.57M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.20% | 0.01% | 908,105 | 908,105 | 100.00% | 38,122,248 | Jun 30, 2024 |
| SYCALE ADVISORS (NY) LLC | 0.99% | 8.98% | 745,671 | 745,671 | 100.00% | 31,303,269 | Jun 30, 2024 |
| ADVISORS CAPITAL MANAGEMENT, LLC | 0.63% | 0.35% | 472,802 | 472,802 | 100.00% | 19,848,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.23% | 0.02% | 170,192 | 170,192 | 100.00% | 7,144,660 | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | 0.21% | 0.32% | 160,823 | 160,823 | 100.00% | 6,751,350 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.02% | 95,710 | 95,710 | 100.00% | 4,017,906 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.05% | 0.00% | 38,004 | 38,004 | 100.00% | 1,595,409 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.04% | 0.02% | 33,717 | 33,717 | 100.00% | 1,415,440 | Jun 30, 2024 |
| AXA S.A. | 0.04% | 0.00% | 33,138 | 33,138 | 100.00% | 1,391,133 | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | 0.04% | 0.08% | 29,698 | 29,698 | 100.00% | 1,247,000 | Jun 30, 2024 |
| UBS OCONNOR LLC | 0.03% | 0.00% | 25,700 | 25,700 | 100.00% | 46,260 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.03% | 0.07% | 25,532 | 25,532 | 100.00% | 1,071,833 | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | 0.02% | 0.01% | 18,061 | 18,061 | 100.00% | 758,185 | Jun 30, 2024 |
| IFM INVESTORS PTY LTD | 0.02% | 0.01% | 17,371 | 17,371 | 100.00% | 729,235 | Jun 30, 2024 |
| WATERLOO CAPITAL, L.P. | 0.02% | 0.08% | 15,724 | 15,724 | 100.00% | 660,107 | Jun 30, 2024 |
| KOVACK ADVISORS, INC. | 0.02% | 0.06% | 12,956 | 12,956 | 100.00% | 543,884 | Jun 30, 2024 |
| KESTRA ADVISORY SERVICES, LLC | 0.02% | 0.00% | 12,485 | 12,485 | 100.00% | 527,679 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.01% | 0.17% | 9,600 | 9,600 | 100.00% | 403,008 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.01% | 0.00% | 9,076 | 9,076 | 100.00% | 381,010 | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | 0.01% | 0.02% | 8,762 | 8,762 | 100.00% | 363,097 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.01% | 0.01% | 6,388 | 6,388 | 100.00% | 268,170 | Jun 30, 2024 |
| CHOREO, LLC | 0.01% | 0.00% | 5,233 | 5,233 | 100.00% | 217,418 | Jun 30, 2024 |
| XTX TOPCO LTD | 0.01% | 0.02% | 5,135 | 5,135 | 100.00% | 215,567 | Jun 30, 2024 |
| ATRIA WEALTH SOLUTIONS, INC. | 0.01% | 0.00% | 4,779 | 4,779 | 100.00% | 200,606 | Jun 30, 2024 |
| STRATOS WEALTH PARTNERS, LTD. | 0.01% | 0.00% | 4,779 | 4,779 | 100.00% | 200,622 | Jun 30, 2024 |
| FIL LTD | 0.00% | 0.00% | 3,291 | 3,291 | 100.00% | 138,156 | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | 0.00% | 0.01% | 2,809 | 2,809 | 100.00% | 117,922 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.01% | 1,335 | 1,335 | 100.00% | 56,026 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 1,302 | 1,302 | 100.00% | 54,661 | Jun 30, 2024 |
| STATE OF WYOMING | 0.00% | 0.01% | 996 | 996 | 100.00% | 41,812 | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | 0.00% | 0.00% | 504 | 504 | 100.00% | 21,139 | Jun 30, 2024 |
| MATRIX TRUST CO | 0.00% | 0.00% | 413 | 413 | 100.00% | 17,000 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 339 | 339 | 100.00% | 14,232 | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | 0.00% | 0.00% | 112 | 112 | 100.00% | 4,702 | Jun 30, 2024 |
| ALPHAMARK ADVISORS, LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 4,000 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 91 | 91 | 100.00% | 3,796 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.00% | 54 | 54 | 100.00% | 2,267 | Jun 30, 2024 |
| ARCHER INVESTMENT CORP | - | 0.00% | 25 | 25 | 100.00% | 1,064 | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | - | 0.00% | 17 | 17 | 100.00% | 724 | Jun 30, 2024 |
| MV CAPITAL MANAGEMENT, INC. | - | - | 5 | 5 | 100.00% | 210 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | - | 4 | 4 | 100.00% | 168 | Jun 30, 2024 |
EPR Properties's largest new institutional shareholder by number of shares is NORGES BANK, purchased 908.11K shares, valued at $38.12M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PGGM INVESTMENTS | - | - | - | -1,272,738 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -217,240 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -99,704 | -100.00% | - | Jun 30, 2024 |
| CANDRIAM S.C.A. | - | - | - | -91,196 | -100.00% | - | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | - | - | - | -23,196 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -13,250 | -100.00% | - | Jun 30, 2024 |
| BOSTON PARTNERS | - | - | - | -12,184 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -10,726 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -9,789 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -9,138 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -7,640 | -100.00% | - | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | - | - | - | -7,235 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -6,776 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -5,991 | -100.00% | - | Jun 30, 2024 |
| GREAT LAKES ADVISORS, LLC | - | - | - | -5,892 | -100.00% | - | Jun 30, 2024 |
| EHP FUNDS INC. | - | - | - | -5,500 | -100.00% | - | Jun 30, 2024 |
| WEALTHSTAR ADVISORS, LLC | - | - | - | -5,133 | -100.00% | - | Jun 30, 2024 |
| WEALTHCARE ADVISORY PARTNERS LLC | - | - | - | -4,724 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -3,948 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,326 | -100.00% | - | Jun 30, 2024 |
| LOOMIS SAYLES & CO L P | - | - | - | -524 | -100.00% | - | Jun 30, 2024 |
| LGT FINANCIAL ADVISORS LLC | - | - | - | -471 | -100.00% | - | Jun 30, 2024 |
| EVERMAY WEALTH MANAGEMENT LLC | - | - | - | -340 | -100.00% | - | Jun 30, 2024 |
| ORION CAPITAL MANAGEMENT LLC | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -255 | -100.00% | - | Jun 30, 2024 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| SOA WEALTH ADVISORS, LLC. | - | - | - | -225 | -100.00% | - | Jun 30, 2024 |
| RALEIGH CAPITAL MANAGEMENT INC. | - | - | - | -220 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -161 | -100.00% | - | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | - | - | - | -154 | -100.00% | - | Jun 30, 2024 |
| NEWSQUARE CAPITAL LLC | - | - | - | -113 | -100.00% | - | Jun 30, 2024 |
| VISIONPOINT ADVISORY GROUP, LLC | - | - | - | -90 | -100.00% | - | Jun 30, 2024 |
| MASSMUTUAL TRUST CO FSB/ADV | - | - | - | -65 | -100.00% | - | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | - | - | - | -23 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
| GRADIENT INVESTMENTS LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
EPR Properties's largest sold out institutional shareholder by shares sold is PGGM INVESTMENTS, sold -1.27M shares, valued at -, as of undefined.
EPR Properties Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AGF Investments Trust | 1.77% | -33,403 | - | - | Mar 31, 2024 |
| Walthausen Funds | 0.69% | 23,580 | - | - | Apr 30, 2023 |
| AB GLOBAL REAL ESTATE INVESTMENT FUND INC | 0.45% | 24,140 | - | - | Feb 29, 2024 |
| PIONEER REAL ESTATE SHARES | 0.43% | 16,396 | - | - | Mar 31, 2023 |
| PIONEER MID CAP VALUE FUND | 0.39% | 67,783 | - | - | Jan 31, 2024 |
| KAVILCO INC/WA/ | 0.35% | 2,575 | 2,575 | - | Mar 31, 2021 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.20% | 3,802,000 | 3,802,000 | - | Jan 31, 2024 |
| AB INSTITUTIONAL FUNDS INC | 0.20% | 35,244 | - | - | Jan 31, 2024 |
| MFS SERIES TRUST VII | 0.19% | 30,961 | - | - | Jan 31, 2024 |
| BNY Mellon Investment Funds VII, Inc. | 0.19% | 196,000 | 196,000 | - | Jan 31, 2024 |
| MFS SERIES TRUST XI | 0.18% | 863,731 | - | - | Mar 31, 2024 |
| BNY Mellon Investment Funds VII, Inc. | 0.17% | 200,000 | - | - | Apr 30, 2022 |
| HSBC FUNDS | 0.17% | 5,470 | - | - | Jan 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.16% | 11,602 | - | - | Sep 30, 2022 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.16% | 615,888 | 5,198 | 0.85% | Mar 28, 2024 |
| LMP CAPITAL & INCOME FUND INC. | 0.15% | 43,300 | - | - | Feb 29, 2024 |
| Seven Hills Realty Trust | 0.12% | 114,660 | - | - | Dec 31, 2020 |
| Brookfield Investment Funds | 0.11% | 181,900 | - | - | Mar 31, 2024 |
| Keeley Funds, Inc. | 0.11% | 28,369 | - | - | Dec 29, 2023 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.11% | 46,580 | -4,383 | -8.60% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.10% | 52,733 | - | - | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.09% | 2,548 | - | - | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.08% | 18,569 | - | - | Mar 31, 2024 |
| COPLEY FUND INC /NV/ | 0.07% | 1,000 | - | - | Nov 30, 2022 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.07% | 16,300 | - | - | Jan 31, 2024 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.07% | 926,100 | -288,900 | -23.78% | Jan 31, 2024 |
| BNY Mellon Investment Funds V, Inc. | 0.07% | 51,960 | - | - | Jan 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.06% | 3,042,997 | -59,575 | -1.92% | Jan 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.05% | 4,000,000 | 4,000,000 | - | Feb 29, 2024 |
| Federated Hermes Index Trust | 0.05% | 11,880 | -701 | -5.57% | Jan 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.05% | 3,600,000 | - | - | Aug 31, 2023 |
| Apollo Diversified Real Estate Fund | 0.05% | 166,620 | - | - | Mar 31, 2024 |
| Zacks Trust | 0.04% | 3,917 | 2,465 | 169.77% | Feb 29, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.04% | 533,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.04% | 5,185,000 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.04% | 153,354 | -5,582 | -3.51% | Feb 29, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.03% | 4,800,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.03% | 4,730,000 | 4,730,000 | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.03% | 77,000 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.02% | 49,589 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.02% | 241,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.02% | 57,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.02% | 3,240,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.02% | 3,013,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.02% | 191,000 | - | - | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.02% | 447,966 | -19,790 | -4.23% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.02% | 102,160 | 13,765 | 15.57% | Mar 31, 2024 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.02% | 257,000 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.02% | 5,797 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST I | 0.02% | 347,137 | - | - | Feb 29, 2024 |
| PRIMECAP Odyssey Funds | 0.02% | 136,400 | -320 | -0.23% | Jan 31, 2024 |
| NORTHERN FUNDS | 0.02% | 2,325,000 | - | - | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.02% | 6,707,216 | -1,119,104 | -14.30% | Mar 31, 2024 |
| Fidelity Commonwealth Trust II | 0.01% | 92,070 | 18,294 | 24.80% | Aug 31, 2023 |
| AMERICAN CENTURY ETF TRUST | 0.01% | 1,298,000 | - | - | Feb 29, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 6,325 | -309 | -4.66% | Mar 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.01% | 49,200 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 38,240 | 11,289 | 41.89% | Jan 31, 2024 |
| DEUTSCHE DWS MARKET TRUST | 0.01% | 182,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.01% | 24,000 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.01% | 19,370 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.01% | 200,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.01% | 20,498 | - | - | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.01% | 11,715 | 3,015 | 34.66% | Feb 29, 2024 |
| GraniteShares ETF Trust | 0.01% | 34,585 | 4,396 | 14.56% | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 235,451 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS SECURITIES TRUST | 0.01% | 265,254 | - | - | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 16,260 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.01% | 1,000,000 | - | - | Mar 28, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.01% | 226,142 | -19,694 | -8.01% | Jan 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.01% | 16,600 | - | - | Mar 31, 2024 |
| Principal Real Estate Income Fund | 0.01% | 17,105 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 16,893 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,203 | - | - | Mar 31, 2024 |
| GLENMEDE FUND INC | 0.01% | 46,818 | - | - | Jan 31, 2024 |
| SYNTAX ETF TRUST | 0.01% | 164 | 30 | 22.39% | Mar 31, 2024 |
| WASATCH FUNDS TRUST | 0.01% | 47,000 | - | - | Mar 31, 2024 |
| EATON VANCE GROWTH TRUST | 0.00% | 53,311 | - | - | Feb 29, 2024 |
| CARILLON SERIES TRUST | 0.00% | 262,149 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.00% | 14,941 | -16,300 | -52.18% | Mar 31, 2024 |
| Humankind Benefit Corp | 0.00% | 97 | -6 | -5.83% | Dec 31, 2023 |
| PIMCO Energy & Tactical Credit Opportunities Fund | 0.00% | 8,900 | -8,900 | -50.00% | Sep 30, 2022 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.00% | 369,621 | - | - | Feb 29, 2024 |
| MFS SERIES TRUST V | 0.00% | 245,986 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 2,028 | - | - | Apr 30, 2021 |
| FIDELITY COVINGTON TRUST | 0.00% | 71,150 | 37,013 | 108.42% | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 8,593 | -527 | -5.78% | Jan 31, 2024 |
| Federated Hermes Equity Funds | 0.00% | 71,176 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST XIII | 0.00% | 283,524 | - | - | Feb 29, 2024 |
| Brookfield Investment Funds | 0.00% | 5,688 | - | - | Mar 31, 2024 |
| Brookfield Real Assets Income Fund Inc. | 0.00% | 41,040 | - | - | Mar 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 54,394 | 6,444 | 13.44% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 7,607 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 673,483 | 31,084 | 4.84% | Feb 29, 2024 |
| NORTHERN FUNDS | 0.00% | 460,000 | - | - | Mar 28, 2024 |
| OBERWEIS FUNDS | 0.00% | 3,200 | - | - | Mar 31, 2024 |
| ETF Series Solutions | 0.00% | 68,177 | -6,371 | -8.55% | Feb 29, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 200,000 | - | - | Feb 29, 2024 |
| EMPOWER FUNDS, INC. | 0.00% | 3,420,000 | - | - | Mar 31, 2024 |
| ETFis Series Trust I | 0.00% | 3,992 | -36,550 | -90.15% | Jan 31, 2024 |
EPR Properties's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -33.40K shares, compromising 1.77% of its total assets.
EPR Properties Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 355 | -0.84% |
| 31 Mar, 24 | 358 | - |
| 31 Dec, 23 | 358 | 8.81% |
| 30 Sep, 23 | 329 | -5.46% |
| 30 Jun, 23 | 348 | 5.14% |
| 31 Mar, 23 | 331 | -3.50% |
| 31 Dec, 22 | 343 | 5.54% |
| 30 Sep, 22 | 325 | -4.41% |
| 30 Jun, 22 | 340 | -5.29% |
| 31 Mar, 22 | 359 | 8.13% |
| 31 Dec, 21 | 332 | 3.11% |
| 30 Sep, 21 | 322 | -3.30% |
| 30 Jun, 21 | 333 | 7.07% |
| 31 Mar, 21 | 311 | 0.65% |
| 31 Dec, 20 | 309 | -0.96% |
| 30 Sep, 20 | 312 | -4.00% |
| 30 Jun, 20 | 325 | -4.97% |
| 31 Mar, 20 | 342 | -21.56% |
| 31 Dec, 19 | 436 | 3.56% |
| 30 Sep, 19 | 421 | -2.55% |
| 30 Jun, 19 | 432 | 0.70% |
| 31 Mar, 19 | 429 | 3.13% |
| 31 Dec, 18 | 416 | 8.90% |
| 30 Sep, 18 | 382 | 4.66% |
| 30 Jun, 18 | 365 | 6.10% |
| 31 Mar, 18 | 344 | -6.52% |
| 31 Dec, 17 | 368 | 5.14% |
| 30 Sep, 17 | 350 | -1.69% |
| 30 Jun, 17 | 356 | 14.84% |
| 31 Mar, 17 | 310 | -4.32% |
| 31 Dec, 16 | 324 | 1.57% |
| 30 Sep, 16 | 319 | 0.31% |
| 30 Jun, 16 | 318 | 10.42% |
| 31 Mar, 16 | 288 | 7.06% |
| 31 Dec, 15 | 269 | 3.86% |
| 30 Sep, 15 | 259 | 1.17% |
| 30 Jun, 15 | 256 | 0.39% |
| 31 Mar, 15 | 255 | -0.39% |
| 31 Dec, 14 | 256 | 7.56% |
| 30 Sep, 14 | 238 | 1.28% |
| 30 Jun, 14 | 235 | -2.08% |
| 31 Mar, 14 | 240 | 8.60% |
| 31 Dec, 13 | 221 | 3.27% |
| 30 Sep, 13 | 214 | -1.38% |
| 30 Jun, 13 | 217 | 161.45% |
| 31 Mar, 13 | 83 | 1.22% |
| 31 Dec, 12 | 82 | 1950.00% |
| 30 Sep, 12 | 4 | - |
| 31 Mar, 12 | 1 | - |
| 31 Dec, 11 | 1 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 11 | 1 | - |
| 31 Dec, 10 | 2 | 100.00% |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | 1 | - |
| 31 Dec, 06 | 1 | - |
As of 30 Jun 24, 355 institutions are holding EPR Properties's shares, representing a decrease of -0.84% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 52,831,103 | 0.18% |
| 31 Mar, 24 | 52,737,122 | -6.28% |
| 31 Dec, 23 | 56,273,528 | -2.91% |
| 30 Sep, 23 | 57,963,047 | 0.08% |
| 30 Jun, 23 | 57,913,871 | -2.55% |
| 31 Mar, 23 | 59,432,226 | 0.13% |
| 31 Dec, 22 | 59,356,870 | 0.52% |
| 30 Sep, 22 | 59,047,278 | 0.87% |
| 30 Jun, 22 | 58,540,020 | 0.17% |
| 31 Mar, 22 | 58,440,555 | -0.52% |
| 31 Dec, 21 | 58,744,148 | 1.19% |
| 30 Sep, 21 | 58,054,205 | -2.39% |
| 30 Jun, 21 | 59,474,514 | -4.79% |
| 31 Mar, 21 | 62,465,049 | -5.24% |
| 31 Dec, 20 | 65,917,313 | 2.67% |
| 30 Sep, 20 | 64,200,798 | 0.28% |
| 30 Jun, 20 | 64,018,907 | 2.66% |
| 31 Mar, 20 | 62,359,602 | -6.65% |
| 31 Dec, 19 | 66,802,477 | 1.78% |
| 30 Sep, 19 | 65,633,539 | -2.93% |
| 30 Jun, 19 | 67,613,310 | 3.60% |
| 31 Mar, 19 | 65,266,592 | 2.88% |
| 31 Dec, 18 | 63,438,162 | -5.69% |
| 30 Sep, 18 | 67,262,640 | -0.14% |
| 30 Jun, 18 | 67,358,181 | -0.01% |
| 31 Mar, 18 | 67,367,716 | 2.66% |
| 31 Dec, 17 | 65,620,705 | -0.13% |
| 30 Sep, 17 | 65,703,103 | 4.06% |
| 30 Jun, 17 | 63,142,081 | 9.96% |
| 31 Mar, 17 | 57,423,805 | 1.40% |
| 31 Dec, 16 | 56,629,551 | -5.89% |
| 30 Sep, 16 | 60,172,006 | -3.39% |
| 30 Jun, 16 | 62,285,479 | 0.66% |
| 31 Mar, 16 | 61,876,132 | 8.06% |
| 31 Dec, 15 | 57,260,175 | -14.32% |
| 30 Sep, 15 | 66,832,905 | 21.59% |
| 30 Jun, 15 | 54,965,222 | 4.22% |
| 31 Mar, 15 | 52,740,534 | 0.02% |
| 31 Dec, 14 | 52,729,693 | -2.65% |
| 30 Sep, 14 | 54,166,940 | 6.03% |
| 30 Jun, 14 | 51,087,640 | -0.62% |
| 31 Mar, 14 | 51,404,391 | 9.51% |
| 31 Dec, 13 | 46,942,063 | 6.87% |
| 30 Sep, 13 | 43,922,492 | -1.14% |
| 30 Jun, 13 | 44,429,149 | 149.46% |
| 31 Mar, 13 | 17,809,778 | -6.18% |
| 31 Dec, 12 | 18,981,934 | 11739.36% |
| 30 Sep, 12 | 160,329 | - |
| 31 Mar, 12 | 6,579 | -90.96% |
| 31 Dec, 11 | 72,745 | 10.37% |
| 30 Sep, 11 | 65,908 | 40.53% |
| 30 Jun, 11 | 46,898 | - |
| 31 Dec, 10 | 160,791 | 425.75% |
| 30 Sep, 10 | 30,583 | -3.15% |
| 30 Jun, 10 | 31,579 | 0.58% |
| 31 Mar, 10 | 31,398 | - |
| 31 Dec, 09 | 31,398 | -25.78% |
| 30 Sep, 09 | 42,305 | -19.23% |
| 30 Jun, 09 | 52,379 | 19.75% |
| 31 Mar, 09 | 43,739 | 14.82% |
| 31 Dec, 08 | 38,092 | -5.17% |
| 30 Sep, 08 | 40,168 | -21.85% |
| 30 Jun, 08 | 51,400 | -41.90% |
| 31 Mar, 08 | 88,470 | 102.12% |
| 31 Dec, 07 | 43,770 | -36.97% |
| 30 Sep, 07 | 69,440 | 27.04% |
| 30 Jun, 07 | 54,660 | 103.35% |
| 31 Mar, 07 | 26,880 | -38.59% |
| 31 Dec, 06 | 43,770 | - |
EPR Properties (EPR) has 52.83M shares outstanding as of 30 Jun 24, up 0.18% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 70.07% | 1.43% |
| 31 Mar, 24 | 69.94% | 1.25% |
| 31 Dec, 23 | 74.77% | 1.26% |
| 30 Sep, 23 | 76.95% | 1.30% |
| 30 Jun, 23 | 76.91% | 1.23% |
| 31 Mar, 23 | 79.15% | 1.26% |
| 31 Dec, 22 | 79.12% | 1.28% |
| 30 Sep, 22 | 78.71% | 1.29% |
| 30 Jun, 22 | 78.07% | 1.28% |
| 31 Mar, 22 | 78.08% | 1.27% |
| 31 Dec, 21 | 78.53% | 1.30% |
| 30 Sep, 21 | 77.61% | 1.23% |
| 30 Jun, 21 | 79.53% | 1.14% |
| 31 Mar, 21 | 83.70% | 1.07% |
| 31 Dec, 20 | 88.34% | 1.19% |
| 30 Sep, 20 | 86.05% | 1.22% |
| 30 Jun, 20 | 83.89% | 1.33% |
| 31 Mar, 20 | 79.47% | 1.05% |
| 31 Dec, 19 | 87.04% | 1.22% |
| 30 Sep, 19 | 84.54% | 1.07% |
| 30 Jun, 19 | 88.77% | 1.16% |
| 31 Mar, 19 | 87.40% | 1.20% |
| 31 Dec, 18 | 85.39% | 1.04% |
| 30 Sep, 18 | 90.47% | 1.10% |
| 30 Jun, 18 | 90.62% | 1.10% |
| 31 Mar, 18 | 90.86% | 1.15% |
| 31 Dec, 17 | 88.95% | 1.12% |
| 30 Sep, 17 | 89.19% | 1.20% |
| 30 Jun, 17 | 86.31% | 1.07% |
| 31 Mar, 17 | 89.68% | 1.12% |
| 31 Dec, 16 | 89.35% | 1.00% |
| 30 Sep, 16 | 94.57% | 0.99% |
| 30 Jun, 16 | 97.95% | 1.00% |
| 31 Mar, 16 | 98.74% | 1.09% |
| 31 Dec, 15 | 95.24% | 0.72% |
| 30 Sep, 15 | 115.06% | 1.25% |
| 30 Jun, 15 | 96.09% | 1.13% |
| 31 Mar, 15 | 92.35% | 0.98% |
| 31 Dec, 14 | 97.21% | 0.96% |
| 30 Sep, 14 | 100.70% | 1.10% |
| 30 Jun, 14 | 95.57% | 1.00% |
| 31 Mar, 14 | 97.84% | 1.15% |
| 31 Dec, 13 | 92.42% | 1.07% |
| 30 Sep, 13 | 92.76% | 1.04% |
| 30 Jun, 13 | 94.37% | 6.53% |
| 31 Mar, 13 | 38.01% | 2.31% |
| 31 Dec, 12 | 40.53% | 34587.67% |
| 30 Sep, 12 | 0.34% | - |
| 31 Mar, 12 | 0.01% | 57.95% |
| 31 Dec, 11 | 0.16% | 782.37% |
| 30 Sep, 11 | 0.14% | 1397.41% |
| 30 Jun, 11 | 0.10% | - |
| 31 Dec, 10 | 0.36% | 8220.82% |
| 30 Sep, 10 | 0.07% | 1327.13% |
| 30 Jun, 10 | 0.07% | 1310.37% |
| 31 Mar, 10 | 0.07% | 933.63% |
| 31 Dec, 09 | 0.09% | 621.61% |
| 30 Sep, 09 | 0.12% | 531.91% |
| 30 Jun, 09 | 0.15% | 924.35% |
| 31 Mar, 09 | 0.13% | 884.08% |
| 31 Dec, 08 | 0.12% | 749.64% |
| 30 Sep, 08 | 0.13% | 439.42% |
| 30 Jun, 08 | 0.17% | 171.46% |
| 31 Mar, 08 | 0.31% | 1147.10% |
| 31 Dec, 07 | 0.17% | 239.93% |
| 30 Sep, 07 | 0.26% | 613.68% |
| 30 Jun, 07 | 0.21% | 1977.52% |
| 31 Mar, 07 | 0.10% | 364.99% |
| 31 Dec, 06 | 0.17% | - |
As of 30 Jun 24, EPR Properties is held by 70.07% institutional shareholders, representing a 1.43% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 169 | -15.08% |
| 31 Mar, 24 | 199 | 12.43% |
| 31 Dec, 23 | 177 | 18.00% |
| 30 Sep, 23 | 150 | -1.32% |
| 30 Jun, 23 | 152 | -7.88% |
| 31 Mar, 23 | 165 | -11.76% |
| 31 Dec, 22 | 187 | 21.43% |
| 30 Sep, 22 | 154 | -10.47% |
| 30 Jun, 22 | 172 | -4.97% |
| 31 Mar, 22 | 181 | 8.38% |
| 31 Dec, 21 | 167 | 26.52% |
| 30 Sep, 21 | 132 | -2.94% |
| 30 Jun, 21 | 136 | 8.80% |
| 31 Mar, 21 | 125 | 6.84% |
| 31 Dec, 20 | 117 | 18.18% |
| 30 Sep, 20 | 99 | -35.71% |
| 30 Jun, 20 | 154 | -11.49% |
| 31 Mar, 20 | 174 | -18.31% |
| 31 Dec, 19 | 213 | 11.52% |
| 30 Sep, 19 | 191 | -9.91% |
| 30 Jun, 19 | 212 | 2.91% |
| 31 Mar, 19 | 206 | -5.50% |
| 31 Dec, 18 | 218 | 13.54% |
| 30 Sep, 18 | 192 | 7.26% |
| 30 Jun, 18 | 179 | -1.65% |
| 31 Mar, 18 | 182 | -4.21% |
| 31 Dec, 17 | 190 | 15.85% |
| 30 Sep, 17 | 164 | -19.21% |
| 30 Jun, 17 | 203 | 37.16% |
| 31 Mar, 17 | 148 | -14.45% |
| 31 Dec, 16 | 173 | 20.14% |
| 30 Sep, 16 | 144 | -7.69% |
| 30 Jun, 16 | 156 | -1.89% |
| 31 Mar, 16 | 159 | 3.25% |
| 31 Dec, 15 | 154 | 2.67% |
| 30 Sep, 15 | 150 | 22.95% |
| 30 Jun, 15 | 122 | -3.94% |
| 31 Mar, 15 | 127 | -6.62% |
| 31 Dec, 14 | 136 | -4.23% |
| 30 Sep, 14 | 142 | 14.52% |
| 30 Jun, 14 | 124 | -16.78% |
| 31 Mar, 14 | 149 | 18.25% |
| 31 Dec, 13 | 126 | 23.53% |
| 30 Sep, 13 | 102 | -39.64% |
| 30 Jun, 13 | 169 | 212.96% |
| 31 Mar, 13 | 54 | -32.50% |
| 31 Dec, 12 | 80 | 1900.00% |
| 30 Sep, 12 | 4 | - |
| 31 Mar, 12 | - | -100.00% |
| 31 Dec, 11 | 1 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 11 | 1 | - |
| 31 Dec, 10 | 1 | - |
| 30 Sep, 10 | - | -100.00% |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | - |
| 30 Sep, 09 | - | -100.00% |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | - | - |
| 30 Sep, 08 | - | - |
| 30 Jun, 08 | - | -100.00% |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | - | -100.00% |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | - | -100.00% |
| 31 Dec, 06 | 1 | - |
169 institutional shareholders have increased their position in EPR stock as of 30 Jun 24 compared to 199 in the previous quarter (a -15.08% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 131 | 43.96% |
| 31 Mar, 24 | 91 | -21.55% |
| 31 Dec, 23 | 116 | -0.85% |
| 30 Sep, 23 | 117 | -6.40% |
| 30 Jun, 23 | 125 | 26.26% |
| 31 Mar, 23 | 99 | 5.32% |
| 31 Dec, 22 | 94 | -16.07% |
| 30 Sep, 22 | 112 | 17.89% |
| 30 Jun, 22 | 95 | -12.84% |
| 31 Mar, 22 | 109 | 17.20% |
| 31 Dec, 21 | 93 | -15.45% |
| 30 Sep, 21 | 110 | 1.85% |
| 30 Jun, 21 | 108 | 0.93% |
| 31 Mar, 21 | 107 | -9.32% |
| 31 Dec, 20 | 118 | -13.24% |
| 30 Sep, 20 | 136 | 23.64% |
| 30 Jun, 20 | 110 | 4.76% |
| 31 Mar, 20 | 105 | -19.85% |
| 31 Dec, 19 | 131 | 1.55% |
| 30 Sep, 19 | 129 | 4.03% |
| 30 Jun, 19 | 124 | -5.34% |
| 31 Mar, 19 | 131 | 21.30% |
| 31 Dec, 18 | 108 | -8.47% |
| 30 Sep, 18 | 118 | 10.28% |
| 30 Jun, 18 | 107 | -3.60% |
| 31 Mar, 18 | 111 | -0.89% |
| 31 Dec, 17 | 112 | -2.61% |
| 30 Sep, 17 | 115 | 8.49% |
| 30 Jun, 17 | 106 | -3.64% |
| 31 Mar, 17 | 110 | 10.00% |
| 31 Dec, 16 | 100 | -23.66% |
| 30 Sep, 16 | 131 | 20.18% |
| 30 Jun, 16 | 109 | 13.54% |
| 31 Mar, 16 | 96 | 35.21% |
| 31 Dec, 15 | 71 | 18.33% |
| 30 Sep, 15 | 60 | -23.08% |
| 30 Jun, 15 | 78 | -11.36% |
| 31 Mar, 15 | 88 | 7.32% |
| 31 Dec, 14 | 82 | 18.84% |
| 30 Sep, 14 | 69 | -11.54% |
| 30 Jun, 14 | 78 | 25.81% |
| 31 Mar, 14 | 62 | -3.13% |
| 31 Dec, 13 | 64 | -20.00% |
| 30 Sep, 13 | 80 | 142.42% |
| 30 Jun, 13 | 33 | 94.12% |
| 31 Mar, 13 | 17 | 1600.00% |
| 31 Dec, 12 | 1 | - |
| 30 Sep, 12 | - | - |
| 31 Mar, 12 | 1 | - |
| 31 Dec, 11 | - | - |
| 30 Sep, 11 | - | - |
| 30 Jun, 11 | - | - |
| 31 Dec, 10 | - | -100.00% |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | -100.00% |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | - | - |
| 31 Mar, 09 | - | -100.00% |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | - | -100.00% |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | - | - |
| 30 Jun, 07 | - | -100.00% |
| 31 Mar, 07 | 1 | - |
| 31 Dec, 06 | - | - |
131 institutional shareholders have reduced their position in EPR stock as of 30 Jun 24 compared to 91 in the previous quarter (a 43.96% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 355 | -0.84% | 52,831,103 | 0.18% | 70.07% | 1.43% | 169 | -15.08% | 131 | 43.96% |
| 31 Mar, 24 | 358 | - | 52,737,122 | -6.28% | 69.94% | 1.25% | 199 | 12.43% | 91 | -21.55% |
| 31 Dec, 23 | 358 | 8.81% | 56,273,528 | -2.91% | 74.77% | 1.26% | 177 | 18.00% | 116 | -0.85% |
| 30 Sep, 23 | 329 | -5.46% | 57,963,047 | 0.08% | 76.95% | 1.30% | 150 | -1.32% | 117 | -6.40% |
| 30 Jun, 23 | 348 | 5.14% | 57,913,871 | -2.55% | 76.91% | 1.23% | 152 | -7.88% | 125 | 26.26% |
| 31 Mar, 23 | 331 | -3.50% | 59,432,226 | 0.13% | 79.15% | 1.26% | 165 | -11.76% | 99 | 5.32% |
| 31 Dec, 22 | 343 | 5.54% | 59,356,870 | 0.52% | 79.12% | 1.28% | 187 | 21.43% | 94 | -16.07% |
| 30 Sep, 22 | 325 | -4.41% | 59,047,278 | 0.87% | 78.71% | 1.29% | 154 | -10.47% | 112 | 17.89% |
| 30 Jun, 22 | 340 | -5.29% | 58,540,020 | 0.17% | 78.07% | 1.28% | 172 | -4.97% | 95 | -12.84% |
| 31 Mar, 22 | 359 | 8.13% | 58,440,555 | -0.52% | 78.08% | 1.27% | 181 | 8.38% | 109 | 17.20% |
| 31 Dec, 21 | 332 | 3.11% | 58,744,148 | 1.19% | 78.53% | 1.30% | 167 | 26.52% | 93 | -15.45% |
| 30 Sep, 21 | 322 | -3.30% | 58,054,205 | -2.39% | 77.61% | 1.23% | 132 | -2.94% | 110 | 1.85% |
| 30 Jun, 21 | 333 | 7.07% | 59,474,514 | -4.79% | 79.53% | 1.14% | 136 | 8.80% | 108 | 0.93% |
| 31 Mar, 21 | 311 | 0.65% | 62,465,049 | -5.24% | 83.70% | 1.07% | 125 | 6.84% | 107 | -9.32% |
| 31 Dec, 20 | 309 | -0.96% | 65,917,313 | 2.67% | 88.34% | 1.19% | 117 | 18.18% | 118 | -13.24% |
| 30 Sep, 20 | 312 | -4.00% | 64,200,798 | 0.28% | 86.05% | 1.22% | 99 | -35.71% | 136 | 23.64% |
| 30 Jun, 20 | 325 | -4.97% | 64,018,907 | 2.66% | 83.89% | 1.33% | 154 | -11.49% | 110 | 4.76% |
| 31 Mar, 20 | 342 | -21.56% | 62,359,602 | -6.65% | 79.47% | 1.05% | 174 | -18.31% | 105 | -19.85% |
| 31 Dec, 19 | 436 | 3.56% | 66,802,477 | 1.78% | 87.04% | 1.22% | 213 | 11.52% | 131 | 1.55% |
| 30 Sep, 19 | 421 | -2.55% | 65,633,539 | -2.93% | 84.54% | 1.07% | 191 | -9.91% | 129 | 4.03% |
| 30 Jun, 19 | 432 | 0.70% | 67,613,310 | 3.60% | 88.77% | 1.16% | 212 | 2.91% | 124 | -5.34% |
| 31 Mar, 19 | 429 | 3.13% | 65,266,592 | 2.88% | 87.40% | 1.20% | 206 | -5.50% | 131 | 21.30% |
| 31 Dec, 18 | 416 | 8.90% | 63,438,162 | -5.69% | 85.39% | 1.04% | 218 | 13.54% | 108 | -8.47% |
| 30 Sep, 18 | 382 | 4.66% | 67,262,640 | -0.14% | 90.47% | 1.10% | 192 | 7.26% | 118 | 10.28% |
| 30 Jun, 18 | 365 | 6.10% | 67,358,181 | -0.01% | 90.62% | 1.10% | 179 | -1.65% | 107 | -3.60% |
| 31 Mar, 18 | 344 | -6.52% | 67,367,716 | 2.66% | 90.86% | 1.15% | 182 | -4.21% | 111 | -0.89% |
| 31 Dec, 17 | 368 | 5.14% | 65,620,705 | -0.13% | 88.95% | 1.12% | 190 | 15.85% | 112 | -2.61% |
| 30 Sep, 17 | 350 | -1.69% | 65,703,103 | 4.06% | 89.19% | 1.20% | 164 | -19.21% | 115 | 8.49% |
| 30 Jun, 17 | 356 | 14.84% | 63,142,081 | 9.96% | 86.31% | 1.07% | 203 | 37.16% | 106 | -3.64% |
| 31 Mar, 17 | 310 | -4.32% | 57,423,805 | 1.40% | 89.68% | 1.12% | 148 | -14.45% | 110 | 10.00% |
| 31 Dec, 16 | 324 | 1.57% | 56,629,551 | -5.89% | 89.35% | 1.00% | 173 | 20.14% | 100 | -23.66% |
| 30 Sep, 16 | 319 | 0.31% | 60,172,006 | -3.39% | 94.57% | 0.99% | 144 | -7.69% | 131 | 20.18% |
| 30 Jun, 16 | 318 | 10.42% | 62,285,479 | 0.66% | 97.95% | 1.00% | 156 | -1.89% | 109 | 13.54% |
| 31 Mar, 16 | 288 | 7.06% | 61,876,132 | 8.06% | 98.74% | 1.09% | 159 | 3.25% | 96 | 35.21% |
| 31 Dec, 15 | 269 | 3.86% | 57,260,175 | -14.32% | 95.24% | 0.72% | 154 | 2.67% | 71 | 18.33% |
| 30 Sep, 15 | 259 | 1.17% | 66,832,905 | 21.59% | 115.06% | 1.25% | 150 | 22.95% | 60 | -23.08% |
| 30 Jun, 15 | 256 | 0.39% | 54,965,222 | 4.22% | 96.09% | 1.13% | 122 | -3.94% | 78 | -11.36% |
| 31 Mar, 15 | 255 | -0.39% | 52,740,534 | 0.02% | 92.35% | 0.98% | 127 | -6.62% | 88 | 7.32% |
| 31 Dec, 14 | 256 | 7.56% | 52,729,693 | -2.65% | 97.21% | 0.96% | 136 | -4.23% | 82 | 18.84% |
| 30 Sep, 14 | 238 | 1.28% | 54,166,940 | 6.03% | 100.70% | 1.10% | 142 | 14.52% | 69 | -11.54% |
| 30 Jun, 14 | 235 | -2.08% | 51,087,640 | -0.62% | 95.57% | 1.00% | 124 | -16.78% | 78 | 25.81% |
| 31 Mar, 14 | 240 | 8.60% | 51,404,391 | 9.51% | 97.84% | 1.15% | 149 | 18.25% | 62 | -3.13% |
| 31 Dec, 13 | 221 | 3.27% | 46,942,063 | 6.87% | 92.42% | 1.07% | 126 | 23.53% | 64 | -20.00% |
| 30 Sep, 13 | 214 | -1.38% | 43,922,492 | -1.14% | 92.76% | 1.04% | 102 | -39.64% | 80 | 142.42% |
| 30 Jun, 13 | 217 | 161.45% | 44,429,149 | 149.46% | 94.37% | 6.53% | 169 | 212.96% | 33 | 94.12% |
| 31 Mar, 13 | 83 | 1.22% | 17,809,778 | -6.18% | 38.01% | 2.31% | 54 | -32.50% | 17 | 1600.00% |
| 31 Dec, 12 | 82 | 1950.00% | 18,981,934 | 11739.36% | 40.53% | 34587.67% | 80 | 1900.00% | 1 | - |
| 30 Sep, 12 | 4 | - | 160,329 | - | 0.34% | - | 4 | - | - | - |
| 31 Mar, 12 | 1 | - | 6,579 | -90.96% | 0.01% | 57.95% | - | -100.00% | 1 | - |
| 31 Dec, 11 | 1 | - | 72,745 | 10.37% | 0.16% | 782.37% | 1 | - | - | - |
| 30 Sep, 11 | 1 | - | 65,908 | 40.53% | 0.14% | 1397.41% | 1 | - | - | - |
| 30 Jun, 11 | 1 | - | 46,898 | - | 0.10% | - | 1 | - | - | - |
| 31 Dec, 10 | 2 | 100.00% | 160,791 | 425.75% | 0.36% | 8220.82% | 1 | - | - | -100.00% |
| 30 Sep, 10 | 1 | - | 30,583 | -3.15% | 0.07% | 1327.13% | - | -100.00% | 1 | - |
| 30 Jun, 10 | 1 | - | 31,579 | 0.58% | 0.07% | 1310.37% | 1 | - | - | - |
| 31 Mar, 10 | 1 | - | 31,398 | - | 0.07% | 933.63% | - | - | - | -100.00% |
| 31 Dec, 09 | 1 | - | 31,398 | -25.78% | 0.09% | 621.61% | - | - | 1 | - |
| 30 Sep, 09 | 1 | - | 42,305 | -19.23% | 0.12% | 531.91% | - | -100.00% | 1 | - |
| 30 Jun, 09 | 1 | - | 52,379 | 19.75% | 0.15% | 924.35% | 1 | - | - | - |
| 31 Mar, 09 | 1 | - | 43,739 | 14.82% | 0.13% | 884.08% | 1 | - | - | -100.00% |
| 31 Dec, 08 | 1 | - | 38,092 | -5.17% | 0.12% | 749.64% | - | - | 1 | - |
| 30 Sep, 08 | 1 | - | 40,168 | -21.85% | 0.13% | 439.42% | - | - | 1 | - |
| 30 Jun, 08 | 1 | - | 51,400 | -41.90% | 0.17% | 171.46% | - | -100.00% | 1 | - |
| 31 Mar, 08 | 1 | - | 88,470 | 102.12% | 0.31% | 1147.10% | 1 | - | - | -100.00% |
| 31 Dec, 07 | 1 | - | 43,770 | -36.97% | 0.17% | 239.93% | - | -100.00% | 1 | - |
| 30 Sep, 07 | 1 | - | 69,440 | 27.04% | 0.26% | 613.68% | 1 | - | - | - |
| 30 Jun, 07 | 1 | - | 54,660 | 103.35% | 0.21% | 1977.52% | 1 | - | - | -100.00% |
| 31 Mar, 07 | 1 | - | 26,880 | -38.59% | 0.10% | 364.99% | - | -100.00% | 1 | - |
| 31 Dec, 06 | 1 | - | 43,770 | - | 0.17% | - | 1 | - | - | - |
EPR Properties Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of EPR Properties's stock was made by Johnson Gwendolyn Mary on Aug 06 2024, selling 592 shares at $43.82 per share (valued at $25.94K).
EPR Properties Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 19 | 5 | 380.00% |
| Q1 2024 | 25 | 21 | 119.05% |
| Q4 2023 | - | 4 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 21 | 7 | 300.00% |
| Q1 2023 | 21 | 12 | 175.00% |
| Q2 2022 | 24 | 6 | 400.00% |
| Q1 2022 | 28 | 22 | 127.27% |
| Q2 2021 | 24 | 11 | 218.18% |
| Q1 2021 | 12 | 8 | 150.00% |
| Q4 2020 | 1 | 1 | 100.00% |
| Q3 2020 | 1 | - | - |
| Q2 2020 | 20 | 5 | 400.00% |
| Q1 2020 | 17 | 12 | 141.67% |
| Q4 2019 | - | 1 | - |
| Q3 2019 | - | 10 | - |
| Q2 2019 | 26 | 17 | 152.94% |
| Q1 2019 | 29 | 28 | 103.57% |
| Q4 2018 | 6 | 15 | 40.00% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by EPR Properties's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | 3 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q2 2022 | 1 | - | - |
| Q1 2022 | - | 6 | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | 1 | - |
| Q4 2020 | 1 | 1 | 100.00% |
| Q3 2020 | 1 | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | - | 2 | - |
| Q4 2019 | - | 1 | - |
| Q3 2019 | - | 10 | - |
| Q2 2019 | - | 8 | - |
| Q1 2019 | - | 5 | - |
| Q4 2018 | - | 4 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of EPR Properties's stocks.
EPR Ownership FAQ
Who Owns EPR Properties?
EPR Properties is owned by institutional shareholders (70.07%), insiders (2.13%), and public (27.80%). The largest institutional shareholder of EPR Properties is VANGUARD GROUP INC (15.05% of total shares) and the top mutual fund owner is AGF Investments Trust (1.77% of total shares).
Who are the major institutional shareholders of EPR Properties?
EPR Properties's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC. The top five shareholders own together 37.66% of the company's share outstanding.
How many EPR Properties shareholders are there?
As of Jun 2024, there are 355 institutional shareholders of EPR Properties.
What percentage of EPR Properties is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 11.35M shares of EPR Properties, representing 15.05% of the company's total shares outstanding, valued at $476.29M (as of Jun 2024).
What percentage of EPR Properties is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 10.5M shares of EPR Properties (EPR), compromising 13.92% of the company, valued at $440.59M.
What percentage of EPR Properties is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of EPR Properties. The company owns 3.84M of the company's shares outstanding (worth $162.31B).