EPR Properties Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 11.28 M | $553.21 M | -0.57% | 14.90% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 10.57 M | $518.47 M | 100.00% | 13.96% |
| STATE STREET CORP | 11/14/2024 | 3.83 M | $188.80 M | -0.34% | 5.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.43 M | $69.90 M | 0.52% | 1.88% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 1.38 M | $67.88 M | 17.55% | 1.83% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.35 M | $66.20 M | 4.21% | 1.78% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.09 M | $53.49 M | -1.42% | 1.44% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.08 M | $53.17 M | -9.61% | 1.43% |
| INVESCO LTD. | 11/12/2024 | 1.05 M | $51.71 M | 1.59% | 1.39% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 1.01 M | $49.32 M | -11.74% | 1.33% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 806,378 | $39.01 M | -22.77% | 1.06% |
| SYCALE ADVISORS (NY) LLC | 11/14/2024 | 769,624 | $37.74 M | 3.21% | 1.02% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 751,004 | $36.83 M | 8,174.61% | 0.99% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 680,963 | $33.39 M | 41.43% | 0.90% |
| JPMORGAN CHASE & CO | 12/26/2024 | 673,117 | $33.01 M | 35.69% | 0.89% |
| MORGAN STANLEY | 11/14/2024 | 575,026 | $28.20 M | -23.22% | 0.76% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 541,590 | $26.56 M | -7.41% | 0.72% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 11/14/2024 | 483,698 | $23.72 M | 2.30% | 0.64% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 453,692 | $22.31 M | -28.58% | 0.60% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 302,130 | $14.82 M | 19.00% | 0.40% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 298,513 | $14.64 M | 351.04% | 0.39% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 11/14/2024 | 284,785 | $14.00 M | 100.00% | 0.38% |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 11/12/2024 | 271,318 | $13.31 M | 100.00% | 0.36% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 251,233 | $12.32 M | -8.76% | 0.33% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 235,266 | $11.54 M | -48.72% | 0.31% |
| RHUMBLINE ADVISERS | 11/12/2024 | 227,171 | $11.14 M | 0.58% | 0.30% |
| CITADEL ADVISORS LLC | 11/14/2024 | 212,827 | $10.44 M | -41.97% | 0.28% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 210,654 | $10.33 M | 332.28% | 0.28% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 208,717 | $10.24 M | -21.31% | 0.28% |
| UBS GROUP AG | 11/14/2024 | 199,754 | $9.80 M | 3.20% | 0.26% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 199,052 | $9.76 M | 100.00% | 0.26% |
| SWEDBANK AB | 10/11/2024 | 177,822 | $8.72 M | 0.04% | 0.23% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 175,263 | $8.59 M | -30.46% | 0.23% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 174,442 | $8.55 M | -0.91% | 0.23% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 163,491 | $8.02 M | -3.94% | 0.22% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 161,788 | $7.93 M | 652.78% | 0.21% |
| STRS OHIO | 11/01/2024 | 160,801 | $7.89 M | 254.88% | 0.21% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 154,604 | $7.58 M | 33.84% | 0.20% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 154,198 | $7.56 M | 397.98% | 0.20% |
| SEI INVESTMENTS CO | 11/12/2024 | 151,753 | $7.44 M | 1,382.11% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 147,788 | $7.25 M | -0.74% | 0.20% |
| UNIPLAN INVESTMENT COUNSEL, INC. | 11/14/2024 | 145,391 | $7.13 M | -8.03% | 0.19% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 142,765 | $7.00 M | -17.15% | 0.19% |
| ALGERT GLOBAL LLC | 11/12/2024 | 140,626 | $6.90 M | 58.64% | 0.19% |
| MILLER HOWARD INVESTMENTS INC /NY | 11/05/2024 | 140,000 | $6.87 M | 100.00% | 0.18% |
| CYNDEO WEALTH PARTNERS, LLC | 10/18/2024 | 137,930 | $6.76 M | 7.10% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 137,499 | $6.74 M | -5.22% | 0.18% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11/15/2024 | 136,441 | $6.69 M | -0.33% | 0.18% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 134,955 | $6.62 M | 4.12% | 0.18% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 11/12/2024 | 133,804 | $6.56 M | 91.57% | 0.18% |
EPR Propertiesinstitutional Ownership - FAQ's
During the previous two years, 543 institutional investors and hedge funds held shares of EPR Properties. The most heavily invested institutionals were:
VANGUARD GROUP INC: 11.28 M
BlackRock Funding, Inc. /DE: 10.57 M
STATE STREET CORP: 3.83 M
GEODE CAPITAL MANAGEMENT, LLC: 1.43 M
RENAISSANCE TECHNOLOGIES LLC: 1.38 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1.35 M
69.75% of EPR Properties stock is owned by institutional investors.
Institutional investors have bought a total of 80.75 M shares in the last 24 months. This purchase volume represents approximately $3.56 B in transactions.