Who Owns EPR Properties Stock?
NYSE: EPRReal EstateReal Estate Investment TrustsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 84.92%
- Held by insiders
- 2.27%
- Institutional holders
- 644
- Institutions 84.9%
- Insiders 2.3%
- Public and other 12.8%
Who owns EPR Properties stock?
Institutional investors own about 84.9% of EPR Properties's shares, spread across 644 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 2.27% of EPR.
The largest institutional holders are Blackrock Inc. (13.39%), Vanguard Portfolio Management LLC (8.89%) and State Street Corporation (4.97%). Together, the top 10 institutions control 45.0% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their EPR positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of EPR
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 10.26M | 13.39% | +3.3% |
| Vanguard Portfolio Management LLC | 6.81M | 8.89% | +3.3% |
| State Street Corporation | 3.81M | 4.97% | -0.9% |
| Vanguard Capital Management LLC | 3.44M | 4.49% | +4.8% |
| Quantinno Capital Management, LP | 2.15M | 2.80% | +36.6% |
| LSV Asset Management | 1.97M | 2.57% | +35.4% |
| Geode Capital Management, LLC | 1.66M | 2.17% | +1.1% |
| Northern Trust Corporation | 1.54M | 2.00% | +30.1% |
| Goldman Sachs Group Inc | 1.49M | 1.94% | +271.9% |
| Charles Schwab Investment Management, Inc. | 1.37M | 1.79% | -0.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of EPR
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | 2.91M | 3.80% |
| iShares Trust-iShares Core S&P Mid-Cap ETF | 2.68M | 3.50% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.43M | 3.17% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.76M | 2.29% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 1.11M | 1.45% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 877.25K | 1.15% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | 559.52K | 0.73% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF | 538.78K | 0.70% |
| VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd | 510.70K | 0.67% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF | 446.06K | 0.58% |
Frequently asked questions
Who is the largest shareholder of EPR Properties?
Blackrock Inc. is the largest institutional shareholder of EPR, owning 13.39% of shares outstanding (10.26M shares) as of its latest 13F filing.
What percentage of EPR Properties is owned by institutions?
Institutions own about 84.9% of EPR shares and 86.9% of the public float.
How much of EPR Properties do insiders own?
Insiders, such as officers and directors, own about 2.27% of EPR shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.