EPR Properties Ownership | Who Owns EPR Properties?
EPR Properties Ownership Summary
EPR Properties is owned by 84.73% institutional investors, 2.27% insiders, and 13.00% 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 3.80% of its assets in EPR Properties shares.
EPR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | EPR Properties | 84.73% | 2.27% | 13.00% |
| Sector | Real Estate Stocks | 73.68% | 9.54% | 16.78% |
| Industry | Specialty REIT Stocks | 86.15% | 5.15% | 8.71% |
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 | 10.26M | 13.44% | $594.95M |
| State street | 3.81M | 4.99% | $222.22M |
| Vanguard capital management | 3.44M | 4.51% | $199.67M |
| Quantinno capital management lp | 2.15M | 2.81% | $124.61M |
| Lsv asset management | 1.97M | 2.58% | $114.10M |
| Geode capital management | 1.66M | 2.18% | $96.33M |
| Northern trust | 1.54M | 2.01% | $89.07M |
| Goldman sachs group | 1.49M | 1.95% | $86.26M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ballast asset management, lp | 74.89K | 1.73% | $4.34M |
| Goldentree asset management lp | 448.30K | 1.51% | $25.96M |
| 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 |
| Midwest professional planners | 53.33K | 0.61% | $3.09M |
| Wincap financial | 18.31K | 0.57% | $1.06M |
| Bridgefront capital | 31.59K | 0.48% | $1.83M |
| Byrne asset management | 13.06K | 0.41% | $757.50K |
| Wasatch advisors lp | 951.11K | 0.36% | $55.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Sixth street partners management company | 1.37M | 0.01% | 1.37M |
| Goldman sachs group | 1.49M | 0.01% | 1.09M |
| Norges bank | 963.88K | 0.01% | 963.88K |
| Quantinno capital management lp | 2.15M | 0.15% | 575.42K |
| Lsv asset management | 1.97M | 0.21% | 514.21K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wealthfront advisers | - | - | -6.83M |
| Pggm investments | - | - | -1.27M |
| Balyasny asset management | 49.30K | 0.00% | -925.76K |
| Sycale advisors (ny) | - | - | -719.76K |
| Millennium management | 439.73K | 0.01% | -335.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 1.37M | 0.01% | 1.37M | $79.43M |
| Norges bank | 963.88K | 0.01% | 963.88K | $55.91M |
| Goldentree asset management lp | 448.30K | 1.51% | 448.30K | $25.96M |
| Tudor investment corp et al | 113.19K | 0.01% | 113.19K | $6.57M |
| Schonfeld strategic advisors | 82.71K | 0.02% | 82.71K | $4.80M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 494 | 4.44% | 64,668,824 | 6.05% | 84 | 1.33% | 246 | -6.46% | 159 | 24.22% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 2.91M | 3.80% | -1.61K |
| iShares Core S&P Mid-Cap ETF | 2.63M | 3.43% | 81.00 |
| Vanguard MStar Total Stk Mkt Idx Invest | 2.44M | 3.19% | 9.29K |
| Vanguard Total Stock Mkt Idx Inv | 2.43M | 3.18% | 113.61K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.43M | 3.18% | 113.61K |
| Vanguard US Total Market Shares ETF | 2.38M | 3.13% | 1.27K |
| Vanguard Small Cap Index | 1.76M | 2.30% | 3.65K |
| Vanguard MStar Small Cap Value Index | 1.12M | 1.46% | 2.72K |
| Vanguard Small Cap Value Index Inv | 1.11M | 1.46% | 36.67K |
| Vanguard Morn Small Cap Value Index | 1.11M | 1.46% | 36.67K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 19, 2026 | Grace Elizabeth | SVP - Human Resources & Admin | Sell | $254.39K |
| Aug 06, 2026 | Sterneck Robin Peppe | - | Sell | $209.41K |
| Aug 03, 2026 | Mater Tonya L. | SVP & Chief Accounting Officer | Sell | $190.95K |
| Aug 03, 2026 | Mater Tonya L. | SVP & Chief Accounting Officer | Sell | $222.54K |
| Jul 17, 2026 | Johnson Gwendolyn Mary | SVP - Asset Management | Sell | $62.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 6 |
| 2026 Q2 | - | 7 |
| 2026 Q1 | - | 5 |
| 2025 Q4 | - | 3 |
| 2025 Q3 | - | 3 |
EPR Ownership FAQ
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