Epr Properties (EPR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

76,668,000Shares Outstanding

61,062,009Shares held by institutions

$3,450,003,509Value of institutional holdings

79.64%Institutional ownership %

0.39%Shares Changed QoQ

443No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Epr Properties (NYSE:EPR) has 474 institutional investors with active 13F positions as of December 2025.

Collectively, these holders controlled 81.8% of Epr Properties's outstanding shares in December 2025, down from 83.7% in September 2025.
They increased total shares held in EPR by 0.23% quarter over quarter, and investors in Epr Properties increased 21.85% from a year ago.
Activity in EPR broke down as 238 buyers, 154 sellers, and 82 unchanged among 474 total holders.
Altogether, these fund groups held 62.74Mn shares in EPR by December 2025, up by 141.95K shares quarter on quarter, and up 4.79Mn shares year over year.
WASATCH ADVISORS LP holds the largest position in EPR at 973.44K shares as of December 31, 2025, or 1.27% of shares outstanding.
Leading buyers of Epr Properties shares for the quarter ending December 2025 were WASATCH ADVISORS LP (973.44K), STRS OHIO (132.9K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (29.76K), Ocean Park Asset Management, LLC (13.65K), MQS Management LLC (10.37K).
The largest sales of EPR for the quarter ending December 2025 came from Oak Thistle LLC (25.47K), RDA Financial Network (7.6K), Robeco Institutional Asset Management B.V. (5.93K), Bayforest Capital Ltd (5.46K), Impact Partnership Wealth, LLC (2.97K).
Epr Properties's 10 largest shareholders as of December 2025 include WASATCH ADVISORS LP (973.44K), STRS OHIO (151.68K), Retirement Systems of Alabama (93.34K), State of Alaska, Department of Revenue (59.21K), North Star Investment Management Corp. (53.5K), EXCHANGE TRADED CONCEPTS, LLC (49.17K), OPPENHEIMER & CO INC (48.67K), Focus Financial Network, Inc. (40.86K), Sterling Capital Management LLC (38.57K), Pensionfund PDN (32.96K) per Business Quant data.

447 Institutional Holders

61,062,009 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	10,841,431	-75,953	-0.70%	$540,987,406.00
BlackRock, Inc.	31 Dec, 2025	10,124,260	-456,738	-4.32%	$505,200,575.00
State Street Corp	31 Dec, 2025	3,907,141	-57,236	-1.44%	$196,096,130.00
NORGES BANK	31 Dec, 2025	1,659,770	1,659,770	0.00%	$82,822,523.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,584,394	26,590	1.71%	$79,076,557.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,465,124	-53,279	-3.51%	$73,109,691.00
LSV ASSET MANAGEMENT	31 Dec, 2025	1,365,358	95,200	7.50%	$68,131.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,344,712	17,050	1.28%	$67,101,129.00
Morgan Stanley	31 Dec, 2025	1,304,517	216,045	19.85%	$65,095,493.00
Quantinno Capital Management LP	31 Dec, 2025	1,300,403	395,378	43.69%	$64,890,151.00
Northern Trust Corp	31 Dec, 2025	1,235,712	-328,597	-21.01%	$61,662,029.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,105,174	1,880	0.17%	$55,149,758.00
Bank of New York Mellon Corp	31 Dec, 2025	1,099,104	-22,948	-2.05%	$54,845,282.00
Invesco Ltd.	31 Dec, 2025	1,018,685	40,896	4.18%	$50,832,381.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	934,194	56,462	6.43%	$46,616,281.00
CITADEL ADVISORS LLC	31 Dec, 2025	845,729	31,177	3.83%	$42,201,877.00
Jpmorgan Chase & Co	31 Dec, 2025	760,595	-1,043,031	-57.83%	$37,953,730.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	691,300	-284,523	-29.16%	$34,495,870.00
Ameriprise Financial Inc	31 Dec, 2025	634,997	257,163	68.06%	$31,696,061.00
Freestone Grove Partners LP	31 Dec, 2025	602,312	602,312	0.00%	$30,055,369.00

1 - 20 of 447

Research Tools