EPR Properties Ownership | Who Owns EPR Properties?
EPR Properties Ownership Summary
EPR Properties is owned by 57.64% institutional investors, 2.08% insiders, and 40.28% 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 3.73% of its assets in EPR Properties shares.
EPR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | EPR Properties | 57.64% | 2.08% | 40.28% |
| Sector | Real Estate Stocks | 42.56% | 9.05% | 48.39% |
| Industry | Specialty REIT Stocks | 53.72% | 3.97% | 42.31% |
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 | 10.12M | 13.32% | $505.20M |
| State street | 3.96M | 5.21% | $231.12M |
| Prudential financial | 1.99M | 2.62% | $115.68M |
| Norges bank | 1.66M | 2.18% | $82.82M |
| Geode capital management | 1.58M | 2.08% | $79.08M |
| Northern trust | 1.56M | 2.06% | $90.75M |
| Lsv asset management | 1.37M | 1.80% | $68.13M |
| Charles schwab investment management | 1.34M | 1.77% | $67.10B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ballast asset management, lp | 73.80K | 1.74% | $3.68M |
| Pensionfund dsm netherlands | 30.96K | 1.02% | $1.54M |
| 1620 investment advisors | 21.79K | 0.72% | $1.09M |
| Uniplan investment counsel | 105.32K | 0.60% | $6.11M |
| Wincap financial | 15.57K | 0.53% | $777.17K |
| Midwest professional planners | 37.19K | 0.44% | $1.86M |
| Byrne asset management | 12.95K | 0.36% | $646.36K |
| All season financial advisors | 7.86K | 0.30% | $329.94K |
| Advisors capital management | 494.41K | 0.29% | $24.67M |
| Pcg wealth advisors | 19.88K | 0.28% | $992.01K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.66M | 0.01% | 1.66M |
| Northern trust | 1.56M | 0.01% | 717.73K |
| Schonfeld strategic advisors | 480.86K | 0.16% | 480.86K |
| Invesco | 977.79K | 0.01% | 462.35K |
| Blackrock | 10.50M | 0.01% | 384.55K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthfront advisers | - | - | -6.83M |
| Pggm investments | - | - | -1.27M |
| Sycale advisors (ny) | - | - | -719.76K |
| Wellington management group llp | 455.05K | 0.00% | -711.46K |
| Balyasny asset management | - | - | -680.96K |
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 |
| Pensionfund dsm netherlands | 30.96K | 1.02% | 30.96K | $1.54M |
| Axa investment managers | 17.65K | 0.00% | 17.65K | $1.02M |
| Pensionfund sabic | 17.30K | 0.24% | 17.30K | $863.00K |
Sold Out
| Holder | Change |
|---|---|
| Activest wealth management | -1.00 |
| Total investment management | -1.00 |
| Householder group estate & retirement specialist | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 179 | -50.96% | 36,829,111 | -30.28% | 48 | 1.00% | 95 | -43.79% | 46 | -67.38% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.84M | 3.73% | 5.89K |
| iShares Core S&P Mid-Cap ETF | 2.46M | 3.23% | 62.48K |
| Vanguard Total Stock Mkt Idx Inv | 2.41M | 3.17% | 6.05K |
| Vanguard US Total Market Shares ETF | 2.38M | 3.13% | 1.27K |
| Vanguard Small Cap Index | 1.73M | 2.27% | 809.00 |
| Vanguard Small Cap Value Index Inv | 1.11M | 1.45% | -8.37K |
| Vanguard Institutional Extnd Mkt Idx Tr | 819.98K | 1.08% | 1.54K |
| SPDR® S&P MIDCAP 400 ETF Trust | 582.69K | 0.77% | -14.57K |
| State Street® SPDR® S&P MIDCAP 400® ETF | 552.29K | 0.73% | -19.85K |
| Invesco S&P MidCap Momentum ETF | 550.57K | 0.72% | 290.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 10, 2026 | Trimberger Lisa G | - | Sell | $172.15K |
| Mar 10, 2026 | Trimberger Lisa G | - | Sell | $383.58K |
| Feb 02, 2026 | Zimmerman Gregory E | EVP & Chief Investment Officer | Sell | $404.19K |
| Jan 02, 2026 | Zimmerman Gregory E | EVP & Chief Investment Officer | Sell | $375.54K |
| Dec 01, 2025 | Zimmerman Gregory E | EVP & Chief Investment Officer | Sell | $391.86K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 4 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | - | 2 |
| 2025 Q1 | - | 4 |
EPR Ownership FAQ
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