EPR Properties Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 9.92 M | $495.83 M | -1.97% | 13.05% |
| 05/08/2026 | 6.59 M | $329.31 M | 100.00% | 8.67% | |
| STATE STREET CORP | 05/15/2026 | 3.84 M | $193.25 M | -1.60% | 5.06% |
| 05/15/2026 | 3.29 M | $164.17 M | 100.00% | 4.32% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.64 M | $82.09 M | 3.68% | 2.16% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 1.57 M | $78.57 M | 20.94% | 2.07% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.46 M | $72.25 M | -0.37% | 1.92% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 1.45 M | $72.58 M | 6.40% | 1.91% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.37 M | $68.55 M | 2.04% | 1.80% |
| MORGAN STANLEY | 05/15/2026 | 1.24 M | $61.88 M | -5.05% | 1.63% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.18 M | $58.98 M | -4.47% | 1.55% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.13 M | $56.54 M | 2.40% | 1.49% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.12 M | $55.90 M | 1.80% | 1.47% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 975.06 K | $48.71 M | 640.45% | 1.28% |
| WASATCH ADVISORS LP | 04/21/2026 | 973.44 K | $48.63 M | 100.00% | 1.28% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 935.99 K | $46.76 M | 0.19% | 1.23% |
| INVESCO LTD. | 05/12/2026 | 825.10 K | $41.22 M | -19.00% | 1.09% |
| UBS GROUP AG | 05/05/2026 | 815.34 K | $40.73 M | 52.04% | 1.07% |
| JPMORGAN CHASE & CO | 05/13/2026 | 799.81 K | $39.42 M | 5.16% | 1.05% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 774.97 K | $38.72 M | 126.54% | 1.02% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 665.83 K | $33.25 M | 4.86% | 0.88% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 564.40 K | $28.20 M | -18.36% | 0.74% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 508.46 K | $25.40 M | 144,759.26% | 0.67% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 05/01/2026 | 507.19 K | $25.34 M | 2.58% | 0.67% |
| NUVEEN, LLC | 04/30/2026 | 485.58 K | $24.26 M | 35.80% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 470.26 K | $23.49 M | 100.00% | 0.62% |
| MARSHALL WACE, LLP | 05/15/2026 | 451.71 K | $22.57 M | 444.10% | 0.59% |
| ALLIANZ ASSET MANAGEMENT GMBH | 05/11/2026 | 446.61 K | $22.31 M | -10.09% | 0.59% |
| ABRDN PLC | 04/29/2026 | 439.75 K | $21.97 M | -5.18% | 0.58% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 414.62 K | $20.71 M | -10.36% | 0.55% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 399.83 K | $19.98 M | 158.09% | 0.53% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 367.29 K | $18.35 M | -3.97% | 0.48% |
| ALGERT GLOBAL LLC | 05/14/2026 | 360.69 K | $18.02 M | 59.26% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 352.05 K | $17.59 M | -18.33% | 0.46% |
| HSBC HOLDINGS PLC | 04/30/2026 | 335.47 K | $16.77 M | 12.66% | 0.44% |
| FREESTONE GROVE PARTNERS LP | 05/15/2026 | 281.77 K | $14.08 M | -53.22% | 0.37% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 256.72 K | $12.83 M | 51.14% | 0.34% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 256.50 K | $12.81 M | 27.01% | 0.34% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 256.24 K | $12.79 M | 40.55% | 0.34% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 249.04 K | $12.44 M | 100.00% | 0.33% |
| BARCLAYS PLC | 05/15/2026 | 247.69 K | $12.37 M | -17.97% | 0.33% |
| GOTHAM ASSET MANAGEMENT, LLC | 05/15/2026 | 212.86 K | $10.63 M | 120.74% | 0.28% |
| RHUMBLINE ADVISERS | 05/12/2026 | 209.63 K | $10.47 M | 0.47% | 0.28% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 201.15 K | $10.05 M | 2.58% | 0.26% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 195.53 K | $9.77 M | 100.00% | 0.26% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 05/14/2026 | 186.52 K | $9.32 M | 100.00% | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 171.04 K | $8.55 M | 158.12% | 0.22% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 170.04 K | $8.50 M | 3.84% | 0.22% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 169.50 K | $8.47 M | 7.91% | 0.22% |
| Y-INTERCEPT (HONG KONG) LTD | 04/27/2026 | 166.20 K | $8.30 M | 100.00% | 0.22% |
EPR Properties institutional Ownership - FAQ's
During the previous two years, 679 institutional investors and hedge funds held shares of EPR Properties. The most heavily invested institutionals were:
BlackRock, Inc.: 9.92 M
STATE STREET CORP: 3.84 M
GEODE CAPITAL MANAGEMENT, LLC: 1.64 M
Quantinno Capital Management LP: 1.57 M
AQR CAPITAL MANAGEMENT LLC: 1.46 M
LSV ASSET MANAGEMENT: 1.45 M
80.20% of EPR Properties stock is owned by institutional investors.
Institutional investors have bought a total of 92.87 M shares in the last 24 months. This purchase volume represents approximately $5.37 B in transactions.