EPR Properties Ownership | Who Owns EPR Properties?
EPR Properties Ownership Summary
EPR Properties is owned by 51.48% institutional investors, 2.15% insiders, and 46.37% retail investors. Vanguard group is the largest institutional shareholder, holding 14.35% 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 | 51.48% | 2.15% | 46.37% |
| Sector | Real Estate Stocks | 49.33% | 9.10% | 41.57% |
| Industry | Specialty REIT Stocks | 67.27% | 3.51% | 29.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 10.92M | 14.35% | $633.32M |
| Blackrock | 10.50M | 13.92% | $440.59M |
| Blackrock funding, inc. /de | 10.58M | 13.91% | $613.80M |
| State street | 3.96M | 5.21% | $231.12M |
| Prudential financial | 1.99M | 2.62% | $115.68M |
| Northern trust | 1.56M | 2.06% | $90.75M |
| Geode capital management | 1.56M | 2.05% | $90.38M |
| Charles schwab investment management | 1.33M | 1.75% | $77.02M |
| Lsv asset management | 1.27M | 1.67% | $73.68M |
| Bank of new york mellon | 1.12M | 1.47% | $65.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ballast asset management, lp | 76.34K | 2.02% | $4.43M |
| Pensionfund dsm netherlands | 33.46K | 0.92% | $1.48M |
| 1620 investment advisors | 22.85K | 0.90% | $1.33M |
| Wincap financial | 15.32K | 0.61% | $888.53K |
| Uniplan investment counsel | 105.32K | 0.60% | $6.11M |
| Friedenthal financial | 16.74K | 0.50% | $971.09K |
| Midwest professional planners | 35.32K | 0.50% | $2.05M |
| Convergence investment partners | 38.16K | 0.50% | $2.21M |
| Longboard asset management, lp | 3.92K | 0.37% | $227.34K |
| Advisors capital management | 483.54K | 0.35% | $28.05M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 929.27K | 0.01% | 929.27K |
| Blackrock funding, inc. /de | 10.58M | 0.01% | 912.04K |
| Northern trust | 1.56M | 0.01% | 717.73K |
| Morgan stanley | 1.09M | 0.00% | 553.79K |
| Schonfeld strategic advisors | 480.86K | 0.16% | 480.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthfront advisers | - | - | -6.83M |
| Deutsche bank ag\ | 102.23K | 0.00% | -2.01M |
| Pggm investments | - | - | -1.27M |
| Sycale advisors (ny) | - | - | -719.76K |
| Wellington management group llp | 455.05K | 0.00% | -711.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 929.27K | 0.01% | 929.27K | $41.15M |
| Schonfeld strategic advisors | 480.86K | 0.16% | 480.86K | $27.89M |
| Allspring global investments | 200.04K | 0.02% | 200.04K | $11.67M |
| Jupiter asset management | 193.80K | 0.10% | 193.80K | $11.24M |
| Jefferies financial group | 66.60K | 0.02% | 66.60K | $3.86B |
Sold Out
| Holder | Change |
|---|---|
| Total investment management | -1.00 |
| Householder group estate & retirement specialist | -1.00 |
| Activest wealth management | -1.00 |
| New millennium group | -4.00 |
| Creekmur asset management | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 302 | -27.58% | 39,169,022 | -32.42% | 51 | 0.89% | 150 | -36.97% | 93 | -19.13% |
| 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% |
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 |
|---|---|---|---|---|
| Dec 01, 2025 | Zimmerman Gregory E | EVP & Chief Investment Officer | Sell | $391.86K |
| Nov 03, 2025 | Zimmerman Gregory E | EVP & Chief Investment Officer | Sell | $369.10K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | 4 |
| 2024 Q4 | - | - |
EPR Ownership FAQ
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