EPR Properties Ownership | Who Owns EPR Properties?
EPR Properties Ownership Summary
EPR Properties is owned by 79.58% institutional investors, 2.15% insiders, and 18.27% retail investors. Vanguard group is the largest institutional shareholder, holding 14.85% of EPR shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.71% of its assets in EPR Properties shares.
EPR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | EPR Properties | 79.58% | 2.15% | 18.27% |
| Sector | Real Estate Stocks | 70.14% | 9.14% | 20.72% |
| Industry | Specialty REIT Stocks | 85.67% | 3.51% | 10.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 11.25M | 14.85% | $498.06M |
| Blackrock | 10.50M | 13.92% | $440.59M |
| Blackrock funding, inc. /de | 9.67M | 12.71% | $563.31M |
| State street | 3.92M | 5.18% | $174.90M |
| Geode capital management | 1.42M | 1.88% | $63.09M |
| Renaissance | 1.38M | 1.82% | $61.16M |
| Charles schwab investment management | 1.38M | 1.82% | $61.12M |
| Lsv asset management | 1.29M | 1.70% | $75.36M |
| American century companies | 1.23M | 1.62% | $71.65M |
| Bank of new york mellon | 1.15M | 1.51% | $50.71M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ballast asset management, lp | 74.37K | 2.25% | $4.33M |
| Pensionfund dsm netherlands | 33.46K | 0.92% | $1.48M |
| 1620 investment advisors | 22.85K | 0.90% | $1.33M |
| Uniplan investment counsel | 130.26K | 0.77% | $7.59M |
| Pcg wealth advisors | 19.88K | 0.59% | $1.16M |
| Midwest professional planners | 34.69K | 0.53% | $2.02M |
| Friedenthal financial | 16.74K | 0.50% | $971.09K |
| Jackson creek investment advisors | 25.90K | 0.41% | $1.51M |
| Advisors capital management | 468.31K | 0.37% | $27.28M |
| Longboard asset management, lp | 3.92K | 0.37% | $227.34K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 929.27K | 0.01% | 929.27K |
| Ubs group | 826.99K | 0.01% | 627.24K |
| Blackrock | 10.50M | 0.01% | 384.55K |
| Millennium management | 579.00K | 0.01% | 343.73K |
| Allspring global investments | 200.04K | 0.02% | 200.04K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthfront advisers | - | - | -6.83M |
| Pggm investments | - | - | -1.27M |
| Sycale advisors (ny) | - | - | -719.76K |
| Balyasny asset management | - | - | -680.96K |
| Invesco | 614.96K | 0.01% | -439.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 929.27K | 0.01% | 929.27K | $41.15M |
| Allspring global investments | 200.04K | 0.02% | 200.04K | $11.67M |
| Hrt financial lp | 63.58K | 0.02% | 63.58K | $3.70M |
| Voloridge investment management | 54.63K | 0.01% | 54.63K | $3.18M |
| Gamco investors, inc. et al | 39.30K | 0.02% | 39.30K | $2.29M |
Sold Out
| Holder | Change |
|---|---|
| Activest wealth management | -1.00 |
| Householder group estate & retirement specialist | -1.00 |
| Creekmur asset management | -4.00 |
| New millennium group | -4.00 |
| Cornerstone planning group | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 423 | 6.28% | 60,549,933 | 5.24% | 79 | 1.38% | 239 | -2.05% | 117 | 39.29% |
| Mar 31, 2025 | 391 | 3.71% | 56,667,745 | -6.02% | 74 | 1.18% | 241 | 16.99% | 81 | -19.00% |
| Dec 31, 2024 | 179 | -50.96% | 36,829,111 | -30.28% | 48 | 1.00% | 95 | -43.79% | 46 | -67.38% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.83M | 3.71% | 3.65K |
| iShares Core S&P Mid-Cap ETF | 2.48M | 3.25% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.39M | 3.14% | -50.20K |
| Vanguard US Total Market Shares ETF | 2.38M | 3.13% | 1.27K |
| Vanguard Small Cap Index | 1.85M | 2.43% | -11.25K |
| Vanguard Small Cap Value Index Inv | 1.19M | 1.56% | 2.63K |
| Vanguard Institutional Extnd Mkt Idx Tr | 817.00K | 1.07% | -351.30K |
| American Century Small Cap Value Inv | 780.00K | 1.03% | -25.00K |
| American Century U.S. Small Cap Value | 780.00K | 1.03% | -25.00K |
| SPDR® S&P MIDCAP 400 ETF Trust | 582.69K | 0.77% | -14.57K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 01, 2025 | Zimmerman Gregory E | EVP & Chief Investment Officer | Sell | $435.86K |
| Sep 02, 2025 | Zimmerman Gregory E | EVP & Chief Investment Officer | Sell | $400.11K |
| Aug 01, 2025 | Zimmerman Gregory E | EVP & Chief Investment Officer | Sell | $412.05K |
| Jul 01, 2025 | Zimmerman Gregory E | EVP & Chief Investment Officer | Sell | $437.78K |
| Jun 13, 2025 | Sterneck Robin Peppe | - | Sell | $215.35K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | 4 |
| 2024 Q4 | - | - |
EPR Ownership FAQ
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