EPR Properties Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 11.25 M | $498.06 M | -0.29% | 14.85% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 10.65 M | $471.68 M | 0.75% | 14.07% |
WEALTHFRONT ADVISERS LLC | 02/07/2025 | 6.83 M | $391.07 M | 100.00% | 9.02% |
STATE STREET CORP | 02/14/2025 | 3.92 M | $174.90 M | 2.54% | 5.18% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.42 M | $63.09 M | -0.05% | 1.88% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 1.38 M | $61.16 M | -0.21% | 1.82% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 1.38 M | $61.12 M | 2.25% | 1.82% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 1.15 M | $50.71 M | 5.62% | 1.51% |
LSV ASSET MANAGEMENT | 02/13/2025 | 1.13 M | $50.00 M | 12.27% | 1.49% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 1.09 M | $48.09 M | 44.60% | 1.43% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.08 M | $47.62 M | -1.42% | 1.42% |
NORGES BANK | 02/12/2025 | 929,267 | $41.15 M | 100.00% | 1.23% |
AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 864,484 | $38.28 M | 7.21% | 1.14% |
UBS GROUP AG | 02/14/2025 | 826,989 | $36.62 M | 314.00% | 1.09% |
SYCALE ADVISORS (NY) LLC | 02/14/2025 | 719,758 | $31.87 M | -6.48% | 0.95% |
JPMORGAN CHASE & CO | 02/12/2025 | 685,542 | $30.36 M | 1.85% | 0.91% |
INVESCO LTD. | 02/13/2025 | 614,958 | $27.23 M | -41.67% | 0.81% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 578,995 | $25.64 M | 146.10% | 0.76% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 497,578 | $22.03 M | -8.13% | 0.66% |
ADVISORS CAPITAL MANAGEMENT, LLC | 02/13/2025 | 495,055 | $21.92 M | 2.35% | 0.65% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 463,039 | $20.50 M | 1.18% | 0.61% |
PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 318,383 | $14.10 M | 6.66% | 0.42% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 297,444 | $13.17 M | -34.44% | 0.39% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 296,853 | $13.14 M | 100.00% | 0.39% |
PENN CAPITAL MANAGEMENT COMPANY, LLC | 02/14/2025 | 291,203 | $12.89 M | 2.25% | 0.38% |
RHUMBLINE ADVISERS | 01/30/2025 | 236,095 | $10.45 M | 3.93% | 0.31% |
NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 235,999 | $10.45 M | 12.03% | 0.31% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 190,242 | $8.43 M | -8.85% | 0.25% |
SWEDBANK AB | 01/22/2025 | 177,872 | $7.88 M | 0.03% | 0.23% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 173,583 | $7.69 M | -0.96% | 0.23% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 171,857 | $7.61 M | 27.34% | 0.23% |
STATE OF WISCONSIN INVESTMENT BOARD | 02/14/2025 | 169,356 | $7.50 M | -2.92% | 0.22% |
LOS ANGELES CAPITAL MANAGEMENT LLC | 02/04/2025 | 164,326 | $7.28 M | -45.61% | 0.22% |
QUANTINNO CAPITAL MANAGEMENT LP | 02/14/2025 | 162,393 | $7.19 M | 28.86% | 0.21% |
ALLIANZ ASSET MANAGEMENT GMBH | 02/03/2025 | 162,242 | $7.18 M | 13.64% | 0.21% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 160,693 | $7.12 M | -1.71% | 0.21% |
THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 158,263 | $7.01 M | -37.01% | 0.21% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 157,104 | $6.96 M | 1.62% | 0.21% |
MITSUBISHI UFJ TRUST & BANKING CORP | 02/12/2025 | 151,931 | $6.73 M | 13.55% | 0.20% |
SWISS NATIONAL BANK | 02/10/2025 | 148,988 | $6.60 M | 0.81% | 0.20% |
CYNDEO WEALTH PARTNERS, LLC | 01/21/2025 | 146,032 | $6.47 M | 5.87% | 0.19% |
SEI INVESTMENTS CO | 02/11/2025 | 144,645 | $6.40 M | -4.68% | 0.19% |
UNIPLAN INVESTMENT COUNSEL, INC. | 02/14/2025 | 142,223 | $6.30 M | -2.18% | 0.19% |
COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 138,050 | $6.11 M | 0.40% | 0.18% |
PRIMECAP MANAGEMENT CO/CA/ | 02/10/2025 | 123,990 | $5.49 M | -4.08% | 0.16% |
MACQUARIE GROUP LTD | 02/14/2025 | 116,137 | $5.14 M | 0.59% | 0.15% |
BARCLAYS PLC | 02/13/2025 | 114,596 | $5.07 M | 181.93% | 0.15% |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 02/12/2025 | 112,618 | $4.99 M | 36.31% | 0.15% |
ASSET MANAGEMENT ONE CO., LTD. | 01/30/2025 | 110,474 | $4.85 M | 2.26% | 0.15% |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | 02/14/2025 | 109,000 | $4.83 M | 100.00% | 0.14% |
EPR Properties institutional Ownership - FAQ's
During the previous two years, 547 institutional investors and hedge funds held shares of EPR Properties. The most heavily invested institutionals were:
VANGUARD GROUP INC: 11.25 M
BlackRock Funding, Inc. /DE: 10.65 M
Wealthfront Advisers LLC: 6.83 M
STATE STREET CORP: 3.92 M
GEODE CAPITAL MANAGEMENT, LLC: 1.42 M
RENAISSANCE TECHNOLOGIES LLC: 1.38 M
79.59% of EPR Properties stock is owned by institutional investors.
Institutional investors have bought a total of 88.58 M shares in the last 24 months. This purchase volume represents approximately $3.96 B in transactions.