EPR Properties (EPR) Ownership

51.67 ↑1.31 (2.60%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of EPR Properties (EPR), owning a total of 11.2 million shares. Combined, the top 45 institutional holders of EPR own 90.81% of the company with a total of 68.9 million shares.

In the latest ownership report on December 31st 2024, the top 45 institutional holders increased their combined ownership of EPR by 7.6 million shares. 13 institutions bought 8,864,875 total additional shares and increased their ownership by an average of 44.55%. However 8 institutions sold 1,245,735 total shares and decreased their ownership by an average of 13.42%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of EPR Properties increased by a net total of 7,619,140 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc14.788%-0.290%11,248,058-32,6802024-12-31
BlackRock Inc14.004%0.754%10,652,13079,7182024-12-31
Wealthfront Advisers LLC8.976%0.000%6,827,3006,827,3002024-12-31
State Street Corp5.160%2.541%3,924,88497,2422024-12-31
Geode Capital Management, LLC1.873%-0.049%1,424,428-6912024-12-31
Renaissance Technologies Corp1.816%-0.210%1,381,323-2,9002024-12-31
Charles Schwab Investment Management Inc1.815%2.252%1,380,30130,4012024-12-31
Bank of New York Mellon Corp1.506%5.621%1,145,26760,9532024-12-31
LSV Asset Management1.484%12.270%1,129,098123,4002024-12-31
American Century Companies Inc1.428%44.599%1,085,947334,9432024-12-31
Dimensional Fund Advisors, Inc.1.414%-1.421%1,075,329-15,4972024-12-31
NORGES BANK1.222%2.330%929,26721,1622024-12-31
AQR Capital Management LLC1.137%7.206%864,48458,1062024-12-31
Northern Trust Corp1.111%30.610%844,940198,0192024-12-31
UBS Group AG1.087%314.004%826,989627,2352024-12-31
Sycale Advisors (NY) LLC0.946%-6.479%719,758-49,8662024-12-31
JPMorgan Chase & Co0.901%-49.077%685,542-660,6922024-12-31
Morgan Stanley - Brokerage Accounts0.838%10.898%637,69362,6672024-12-31
Amvescap Plc.0.809%-41.675%614,958-439,3972024-12-31
Millennium Management LLC0.761%146.102%578,995343,7292024-12-31
Legal & General Group PLC0.657%-8.126%497,578-44,0122024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc14.788%-0.290%11,248,058-32,6802024-12-31
BlackRock Inc14.004%0.754%10,652,13079,7182024-12-31
Wealthfront Advisers LLC8.976%0.000%6,827,3006,827,3002024-12-31
State Street Corp5.160%2.541%3,924,88497,2422024-12-31
State Street Corporation5.115%-8.088%3,873,442-340,8312024-03-31
Wellington Management Company LLP2.235%290.323%1,691,0291,257,7912023-12-31
Geode Capital Management, LLC1.873%-0.049%1,424,428-6912024-12-31
Renaissance Technologies Corp1.816%-0.210%1,381,323-2,9002024-12-31
Charles Schwab Investment Management Inc1.815%2.252%1,380,30130,4012024-12-31
Brookfield Asset Management Inc1.818%-13.788%1,364,214-218,1772022-06-30
PGGM Investments1.682%0.000%1,272,73802024-03-31
Bank of New York Mellon Corp1.506%5.621%1,145,26760,9532024-12-31
LSV Asset Management1.484%12.270%1,129,098123,4002024-12-31
American Century Companies Inc1.428%44.599%1,085,947334,9432024-12-31
Dimensional Fund Advisors, Inc.1.414%-1.421%1,075,329-15,4972024-12-31
Rush Island Management, LP1.356%1,022.540%1,026,081934,6742023-09-30
NORGES BANK1.222%2.330%929,26721,1622024-12-31
CBRE Investment Management Listed Real Assets LLC1.211%59.267%912,073339,4052023-09-30
Brookfield Corp1.210%-33.487%907,387-456,8272022-09-30
AQR Capital Management LLC1.137%7.206%864,48458,1062024-12-31
Northern Trust Corp1.111%30.610%844,940198,0192024-12-31
Waterfront Capital Partners, LLC1.116%-30.793%841,000-374,2022023-09-30
UBS Group AG1.087%314.004%826,989627,2352024-12-31
Sycale Advisors (NY) LLC0.946%-6.479%719,758-49,8662024-12-31
Heitman Real Estate Securities LLC0.932%-14.083%701,848-115,0422023-03-31
JPMorgan Chase & Co0.901%-49.077%685,542-660,6922024-12-31
Balyasny Asset Management LLC0.899%41.431%680,963199,4822024-09-30
Morgan Stanley - Brokerage Accounts0.838%10.898%637,69362,6672024-12-31
Nuveen Asset Management, LLC0.839%-4.327%635,253-28,7272024-06-30
Cohen & Steers Inc0.820%834,296.000%617,453617,3792023-06-30
Amvescap Plc.0.809%-41.675%614,958-439,3972024-12-31
AllianceBernstein L.P.0.788%-8.378%591,416-54,0792022-06-30
Millennium Management LLC0.761%146.102%578,995343,7292024-12-31
Envestnet Asset Management Inc0.738%903.154%556,189500,7452023-03-31
Prudential Financial Inc0.690%-45.136%521,811-429,2902023-12-31
Goldman Sachs Group Inc0.679%-32.756%511,071-248,9512023-03-31
Qube Research & Technologies0.667%6,610.510%504,966497,4412024-03-31
Bank of America Corp0.664%164.326%498,437309,8682022-06-30
Legal & General Group PLC0.657%-8.126%497,578-44,0122024-12-31
Advisors Capital Management, LLC0.639%2.305%483,69810,8962024-09-30
Citadel Advisors Llc0.633%-70.145%476,641-1,119,8812023-06-30
Thrivent Financial For Lutherans0.621%1.066%467,7004,9322022-09-30
UBS Asset Mgmt Americas Inc0.604%304.699%457,621344,5442024-09-30
Discovery Capital Management LLC0.599%166.787%450,729281,7822022-09-30
Schonfeld Strategic Advisors LLC0.522%18.050%395,22860,4312024-03-31

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of EPR Properties (EPR), owning a total of 2.9 million shares. Combined, the top 35 mutual fund holders of EPR own 37.89% of the company with a total of 28.8 million shares.

In the latest ownership report on March 31st 2025, the top 35 fund holders increased their combined ownership of EPR by 101 thousand shares. 7 funds bought 47,182 total additional shares and increased their ownership by an average of 0.85%. However 6 funds sold 147,961 total shares and decreased their ownership by an average of 3.23%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding EPR Properties decreased by a net total of -100,779 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor3.799%-0.155%2,889,641-4,4722025-03-31
iShares Core S&P Mid-Cap ETF3.254%0.230%2,474,9655,6742025-03-31
Vanguard Total Stock Mkt Idx Inv3.125%0.275%2,377,1346,5262025-03-31
Vanguard Small Cap Index2.497%-1.784%1,899,011-34,4842025-03-31
Vanguard Small Cap Value Index Inv1.618%-3.412%1,230,561-43,4632025-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.538%1.893%1,169,90221,7332025-03-31
American Century Small Cap Value Inv1.058%0.000%805,00002025-03-31
American Century U.S. Small Cap Value1.058%0.000%805,00002025-03-31
SPDR® S&P MIDCAP 400 ETF Trust0.795%-1.167%604,667-7,1422025-03-31
Vanguard Real Estate II Index0.643%0.654%488,8983,1772025-03-31
iShares S&P Mid-Cap 400 Value ETF0.562%0.349%427,8011,4882025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.558%-6.440%424,225-29,2002025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.558%-6.440%424,225-29,2002025-03-31
WisdomTree US SmallCap Dividend ETF0.528%0.000%401,92802025-03-31
State St S&P Midcap® Indx SL Cl II0.458%2.441%348,3308,3002025-03-31
SPDR® Portfolio S&P 400™ Mid Cap ETF0.441%0.085%335,1502842025-03-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor3.799%-0.155%2,889,641-4,4722025-03-31
iShares Core S&P Mid-Cap ETF3.254%0.230%2,474,9655,6742025-03-31
Vanguard US Total Market Shares ETF3.127%0.054%2,378,3471,2712024-09-30
Vanguard Total Stock Mkt Idx Inv3.125%0.275%2,377,1346,5262025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.112%3.071%2,344,52369,8472023-03-31
Vanguard Small Cap Index2.497%-1.784%1,899,011-34,4842025-03-31
Vanguard Small Cap Value Index Inv1.618%-3.412%1,230,561-43,4632025-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.538%1.893%1,169,90221,7332025-03-31
Vanguard Extended Market Index Investor1.381%-0.016%1,039,856-1692023-08-31
American Century Small Cap Value Inv1.058%0.000%805,00002025-03-31
American Century U.S. Small Cap Value1.058%0.000%805,00002025-03-31
SPDR® S&P MIDCAP 400 ETF Trust0.795%-1.167%604,667-7,1422025-03-31
Vanguard Real Estate II Index0.643%0.654%488,8983,1772025-03-31
Schwab US REIT ETF™0.570%0.211%433,6689152025-03-29
BlackRock Multi-Asset Income Instl0.576%17.676%432,14264,9132022-10-31
iShares S&P Mid-Cap 400 Value ETF0.562%0.349%427,8011,4882025-03-31
Vanguard Strategic Equity Inv0.559%0.000%425,13102024-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.558%-6.440%424,225-29,2002025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I0.558%-6.440%424,225-29,2002025-03-31
Fidelity Extended Market Index0.546%0.574%415,0782,3672025-02-28
DFA Real Estate Securities I0.536%3.349%407,40313,2002025-02-28
Fidelity® Extended Market Index0.541%1.182%407,1254,7572023-11-30
Invesco Summit P0.533%-40.107%403,200-270,0002024-03-31
Heitman US RES Total Return0.534%10.359%401,95637,7312022-12-31
WisdomTree US SmallCap Dividend ETF0.528%0.000%401,92802025-03-31
Schwab US Small-Cap ETF™0.464%0.356%352,8251,2502025-03-29
State St S&P Midcap® Indx SL Cl II0.458%2.441%348,3308,3002025-03-31
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc0.455%4.105%341,38213,4622022-10-31
iShares Glb Prpty Secs Eq Idx (UK) L Acc0.455%4.105%341,38213,4622022-10-31
SPDR® Portfolio S&P 400™ Mid Cap ETF0.441%0.085%335,1502842025-03-31
Invesco Glbl Consmr Trnds A USD Acc0.443%41.937%335,07099,0002024-08-31
DFA Global Real Estate Securities Port0.430%0.000%326,86902025-01-31
iShares S&P Mid-Cap 400 Growth ETF0.403%-0.140%305,286-4272024-09-30
SPDR® Portfolio S&P 400 Mid Cap ETF0.379%0.466%287,1231,3322024-05-30
Schwab Fundamental U.S. Small CompanyETF0.359%0.033%271,719892024-08-31

Discussions

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three_dayNotice

$EPR Waiting waiting waiting — you know for what !!! Announcement!!!

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gangganggang

$EPR Ahhhhhhh payday tomorrow. Know what I’m doing with some spare

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