EPR Properties Ownership | Who Owns EPR Properties?

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EPR Properties Ownership Summary

EPR Properties is owned by 79.53% institutional investors, 2.25% insiders, and 18.22% retail investors. Vanguard group is the largest institutional shareholder, holding 14.26% of EPR shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.81% of its assets in EPR Properties shares.

EPR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	EPR Properties	79.53%	2.25%	18.22%
Sector	Real Estate Stocks	49.59%	9.70%	40.71%
Industry	Specialty REIT Stocks	52.29%	2.17%	45.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	10.84M	14.26%	$540.99M
Blackrock	10.50M	13.92%	$440.59M
Blackrock funding, inc. /de	9.92M	13.05%	$495.83M
State street	3.84M	5.06%	$193.25M
Norges bank	1.66M	2.18%	$82.82M
Geode capital management	1.64M	2.16%	$82.09M
Quantinno capital management lp	1.57M	2.07%	$78.57M
Aqr capital management	1.46M	1.92%	$72.25M
Lsv asset management	1.45M	1.91%	$72.58M
Charles schwab investment management	1.37M	1.80%	$68.55M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ballast asset management, lp	75.62K	1.68%	$3.78M
Pensionfund sabic	17.30K	1.07%	$1.00M
Pensionfund dsm netherlands	32.96K	0.98%	$1.91M
1620 investment advisors	21.17K	0.76%	$1.23M
Wincap financial	18.31K	0.57%	$1.06M
Uniplan investment counsel	96.03K	0.49%	$4.80M
Midwest professional planners	37.53K	0.44%	$1.88M
Bridgefront capital	33.01K	0.41%	$1.65M
Byrne asset management	13.06K	0.41%	$757.50K
Wasatch advisors lp	951.11K	0.36%	$55.17M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.66M	0.01%	1.66M
Balyasny asset management	975.06K	0.06%	843.38K
Ubs asset management americas	508.46K	0.01%	508.11K
Schonfeld strategic advisors	480.86K	0.16%	480.86K
Vanguard fiduciary trust	470.25K	0.01%	470.25K

Top Sellers

Holder	Shares	% Assets	Change
Wealthfront advisers	-	-	-6.83M
Pggm investments	-	-	-1.27M
Citadel advisors	47.94K	0.00%	-797.79K
Sycale advisors (ny)	-	-	-719.76K
Prudential financial	119.97K	0.01%	-371.10K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.66M	0.01%	1.66M	$82.82M
Schonfeld strategic advisors	480.86K	0.16%	480.86K	$27.89M
Vanguard fiduciary trust	470.25K	0.01%	470.25K	$23.49M
Public sector pension investment board	249.04K	0.04%	249.04K	$12.44M
Qube research	195.53K	0.01%	195.53K	$9.77M

Sold Out

Holder	Change
Total investment management	-1.00
Householder group estate & retirement specialist	-1.00
Activest wealth management	-1.00
Tortoise investment management	-3.00
New millennium group	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	462	-0.65%	60,478,346	-0.12%	79	1.25%	259	11.64%	121	-19.87%
Dec 31, 2025	311	-33.69%	43,807,503	-27.77%	57	0.91%	147	-41.67%	106	-20.90%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	2.91M	3.81%	45.04K
iShares Core S&P Mid-Cap ETF	2.60M	3.40%	-16.01K
Vanguard Total Stock Mkt Idx Inv	2.43M	3.18%	113.61K
Vanguard US Total Market Shares ETF	2.38M	3.13%	1.27K
Vanguard Small Cap Index	1.76M	2.29%	82.44K
Vanguard Small Cap Value Index Inv	1.11M	1.46%	36.67K
Vanguard Institutional Extnd Mkt Idx Tr	877.04K	1.15%	15.48K
Schwab US REIT ETF™	591.95K	0.77%	-
SPDR® S&P MIDCAP 400 ETF Trust	582.69K	0.77%	-14.57K
State Street® SPDR® S&P MIDCAP 400® ETF	570.41K	0.75%	-5.62K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 17, 2026	Johnson Gwendolyn Mary	SVP - Asset Management	Sell	$62.50K
Jul 07, 2026	Johnson Gwendolyn Mary	SVP - Asset Management	Sell	$60.00K
Jun 23, 2026	Johnson Gwendolyn Mary	SVP - Asset Management	Sell	$116.22K
Jun 23, 2026	Turvey Paul Robert	SVP, General Counsel	Sell	$372.48K
Jun 10, 2026	Peterson Mark Alan	EVP & Chief Financial Officer	Sell	$500.04K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	1
2026 Q2	-	7
2026 Q1	-	5
2025 Q4	-	3
2025 Q3	-	3

EPR Ownership FAQ

Who Owns EPR Properties?

EPR Properties shareholders are primarily institutional investors at 79.53%, followed by 2.25% insiders and 18.22% retail investors. The average institutional ownership in EPR Properties's industry, Specialty REIT Stocks , is 52.29%, which EPR Properties exceeds.

Who owns the most shares of EPR Properties?

EPR Properties’s largest shareholders are Vanguard group (10.84M shares, 14.26%), Blackrock (10.5M shares, 13.92%), and Blackrock funding, inc. /de (9.92M shares, 13.05%). Together, they hold 41.24% of EPR Properties’s total shares outstanding.

Does Blackrock own EPR Properties?

Yes, BlackRock owns 13.92% of EPR Properties, totaling 10.5M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 440.59M$. In the last quarter, BlackRock increased its holdings by 384.55K shares, a 3.80% change.

Who is EPR Properties’s biggest shareholder by percentage of total assets invested?

Ballast asset management, lp is EPR Properties’s biggest shareholder by percentage of total assets invested, with 1.68% of its assets in 75.62K EPR Properties shares, valued at 3.78M$.

Who is the top mutual fund holder of EPR Properties shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of EPR Properties shares, with 3.81% of its total shares outstanding invested in 2.91M EPR Properties shares.

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