EPR Properties Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 10.26 M | $594.95 M | 3.34% | 13.44% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 6.81 M | $395.00 M | 3.30% | 8.92% |
| STATE STREET CORP | 08/07/2026 | 3.81 M | $222.22 M | -0.88% | 4.99% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.44 M | $199.67 M | 4.75% | 4.51% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 2.15 M | $124.61 M | 36.59% | 2.81% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 1.97 M | $114.10 M | 35.40% | 2.58% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.66 M | $96.33 M | 1.06% | 2.18% |
| NORTHERN TRUST CORP | 08/13/2026 | 1.54 M | $89.07 M | 30.07% | 2.01% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 1.49 M | $86.26 M | 271.91% | 1.95% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.37 M | $79.43 M | -0.21% | 1.79% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.37 M | $79.43 M | 100.00% | 1.79% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.34 M | $77.54 M | -8.42% | 1.75% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.12 M | $64.90 M | -1.14% | 1.47% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.09 M | $63.49 M | -2.19% | 1.43% |
| MORGAN STANLEY | 08/13/2026 | 1.02 M | $59.32 M | -17.44% | 1.34% |
| INVESCO LTD. | 08/14/2026 | 986.76 K | $57.24 M | 19.59% | 1.29% |
| NORGES BANK | 08/12/2026 | 963.88 K | $55.91 M | 100.00% | 1.26% |
| WASATCH ADVISORS LP | 07/10/2026 | 951.11 K | $55.17 M | -2.29% | 1.25% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 876.67 K | $50.86 M | -6.34% | 1.15% |
| JPMORGAN CHASE & CO | 08/12/2026 | 873.40 K | $51.76 M | 9.20% | 1.14% |
| UBS GROUP AG | 08/13/2026 | 730.06 K | $42.35 M | -10.46% | 0.96% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 669.33 K | $35.67 M | 0.53% | 0.88% |
| NUVEEN, LLC | 08/11/2026 | 535.17 K | $31.05 M | 10.21% | 0.70% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 08/11/2026 | 527.08 K | $30.58 M | 3.92% | 0.69% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 483.99 K | $28.08 M | 2.92% | 0.63% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 467.65 K | $27.13 M | -8.02% | 0.61% |
| ABRDN PLC | 07/31/2026 | 458.02 K | $26.57 M | 4.16% | 0.60% |
| GOLDENTREE ASSET MANAGEMENT LP | 08/14/2026 | 448.30 K | $25.96 M | 100.00% | 0.59% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 439.73 K | $25.51 M | -43.26% | 0.58% |
| ALGERT GLOBAL LLC | 08/13/2026 | 418.85 K | $24.30 M | 16.12% | 0.55% |
| ALLIANZ ASSET MANAGEMENT GMBH | 08/14/2026 | 395.43 K | $22.94 M | -11.46% | 0.52% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 380.01 K | $22.04 M | -8.35% | 0.50% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 345.40 K | $20.04 M | -38.80% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 287.98 K | $16.71 M | -18.20% | 0.38% |
| HSBC HOLDINGS PLC | 08/14/2026 | 263.21 K | $15.33 M | -21.54% | 0.34% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 260.62 K | $15.12 M | 1.61% | 0.34% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 233.22 K | $13.53 M | -36.50% | 0.31% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 227.33 K | $13.19 M | -8.72% | 0.30% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 223.18 K | $12.95 M | 155.21% | 0.29% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 219.80 K | $12.75 M | 42.75% | 0.29% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 08/14/2026 | 217.78 K | $12.63 M | 16.76% | 0.29% |
| MARSHALL WACE, LLP | 08/13/2026 | 215.87 K | $12.52 M | -52.21% | 0.28% |
| RHUMBLINE ADVISERS | 08/12/2026 | 209.29 K | $12.14 M | -0.16% | 0.27% |
| APG ASSET MANAGEMENT US INC. | 08/12/2026 | 200.18 K | $11.56 M | 100.00% | 0.26% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 197.10 K | $11.43 M | -2.01% | 0.26% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 193.30 K | $11.21 M | 14.04% | 0.25% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 08/06/2026 | 187.48 K | $10.88 M | 75.64% | 0.25% |
| GOTHAM ASSET MANAGEMENT, LLC | 08/14/2026 | 182.49 K | $10.59 M | -14.27% | 0.24% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 178.68 K | $8.93 M | -30.27% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 173.74 K | $10.08 M | 2.18% | 0.23% |
EPR Properties institutional Ownership - FAQ's
During the previous two years, 719 institutional investors and hedge funds held shares of EPR Properties. The most heavily invested institutionals were:
BlackRock, Inc.: 10.26 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 6.81 M
STATE STREET CORP: 3.81 M
VANGUARD CAPITAL MANAGEMENT LLC: 3.44 M
Quantinno Capital Management LP: 2.15 M
LSV ASSET MANAGEMENT: 1.97 M
84.73% of EPR Properties stock is owned by institutional investors.
Institutional investors have bought a total of 105.01 M shares in the last 24 months. This purchase volume represents approximately $6.07 B in transactions.