EPR Properties Ownership | Who Owns EPR Properties?
EPR Properties Ownership Summary
EPR Properties is owned by 69.61% institutional investors, 2.13% insiders, and 28.26% retail investors. Vanguard group is the largest institutional shareholder, holding 15.05% of EPR shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.93% of its assets in EPR Properties shares.
EPR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | EPR Properties | 69.61% | 2.13% | 28.26% |
| Sector | Real Estate Stocks | 63.44% | 7.95% | 28.61% |
| Industry | Specialty REIT Stocks | 82.85% | 3.14% | 14.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.35M | 15.05% | $476.29M |
| Blackrock | 10.50M | 13.92% | $440.59M |
| State street | 3.84M | 5.09% | $162.31M |
| Geode capital management | 1.42M | 1.88% | $59.53M |
| Charles schwab investment management | 1.30M | 1.72% | $54.38M |
| Bank of new york mellon | 1.20M | 1.59% | $50.36M |
| Renaissance | 1.18M | 1.56% | $49.44M |
| Lsv asset management | 1.14M | 1.51% | $47.84M |
| Dimensional fund advisors lp | 1.11M | 1.47% | $46.45M |
| Aqr capital management | 1.04M | 1.38% | $43.28M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Sycale advisors (ny) | 745.67K | 8.98% | $31.30M |
| Ballast asset management, lp | 76.90K | 1.75% | $3.23M |
| Uniplan investment counsel | 158.08K | 0.60% | $6.64M |
| Graniteshares advisors | 39.51K | 0.55% | $1.66M |
| 1620 investment advisors | 14.51K | 0.47% | $609.18K |
| Midwest professional planners | 31.30K | 0.44% | $1.31M |
| Cyndeo wealth partners | 128.79K | 0.42% | $5.41M |
| Liberty mutual group asset management | 65.33K | 0.40% | $2.74M |
| Mrp capital investments | 9.63K | 0.38% | $404.27K |
| Advisors capital management | 472.80K | 0.35% | $19.85M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 908.11K | 0.01% | 908.11K |
| Sycale advisors (ny) | 745.67K | 8.98% | 745.67K |
| Balyasny asset management | 481.48K | 0.04% | 481.48K |
| Advisors capital management | 472.80K | 0.35% | 472.80K |
| Aqr capital management | 1.04M | 0.07% | 407.77K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 1.04M | 0.01% | -1.34M |
| Pggm investments | - | - | -1.27M |
| Qube research | - | - | -391.99K |
| Schonfeld strategic advisors | 80.90K | 0.02% | -314.33K |
| Ubs asset management americas | 113.08K | 0.00% | -284.97K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 908.11K | 0.01% | 908.11K | $38.12M |
| Sycale advisors (ny) | 745.67K | 8.98% | 745.67K | $31.30M |
| Advisors capital management | 472.80K | 0.35% | 472.80K | $19.85M |
| Mirae asset global etfs | 170.19K | 0.02% | 170.19K | $7.14M |
| Corebridge financial | 95.71K | 0.02% | 95.71K | $4.02M |
Sold Out
| Holder | Change |
|---|---|
| Householder group estate & retirement specialist | -1.00 |
| Horizon investments | -8.00 |
| Cassady schiller wealth management | -9.00 |
| Gradient investments | -10.00 |
| Financial gravity asset management | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Sep 30, 2023 | 329 | -5.73% | 57,963,047 | 0.07% | 76 | 1.30% | 150 | -1.96% | 117 | -6.40% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.98M | 3.93% | -7.61K |
| iShares Core S&P Mid-Cap ETF | 2.38M | 3.15% | 1.30K |
| Vanguard Total Stock Mkt Idx Inv | 2.37M | 3.13% | -8.42K |
| Vanguard Small Cap Index | 1.90M | 2.51% | 3.70K |
| Vanguard Small Cap Value Index Inv | 1.28M | 1.69% | -444.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.12M | 1.48% | -3.67K |
| SPDR® S&P MIDCAP 400 ETF Trust | 595.57K | 0.79% | -8.77K |
| American Century Small Cap Value Inv | 580.00K | 0.77% | 580.00K |
| American Century U.S. Small Cap Value | 580.00K | 0.77% | 580.00K |
| Vanguard Real Estate II Index | 486.47K | 0.64% | 1.02K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 22, 2024 | Mater Tonya L. | SVP & Chief Accounting Officer | Sell | $69.75K |
| Aug 21, 2024 | Mater Tonya L. | SVP & Chief Accounting Officer | Sell | $46.00K |
| Aug 05, 2024 | Johnson Gwendolyn Mary | SVP - Asset Management | Sell | $25.94K |
| Dec 26, 2023 | Mater Tonya L. | SVP & CAO | Sell | $72.75K |
| Dec 22, 2023 | BROWN PETER C | - | Sell | $121.70K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 3 |
| 2023 Q3 | - | 1 |
EPR Ownership FAQ
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