Who Owns EPR?

EPR Properties — Institutional Ownership & 13F Holdings

$56.38

+1.01 (+1.82%)

Market Cap

$4.3B

Shares Outstanding

76,520,015

Institutional Holders

385

Total Inst. Value

$8.3B

% of Float Held

77.3%

QoQ Holder Change

+137

Institutional data as of Q1 2025

New Positions

111

Closed Positions

47

Increased

155

Decreased

76

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1PRIMECAP MANAGEMENT CO/CA/$5.6B106,900
2VANGUARD GROUP INC$582.2M11,065,516
3BlackRock, Inc.$501.5M9,532,817
4STATE STREET CORP$208.6M3,943,107
5DEUTSCHE BANK AG\$98.6M1,874,975
6RENAISSANCE TECHNOLOGIES LLC$86.1M1,635,623
7GEODE CAPITAL MANAGEMENT, LLC$77.8M1,478,846
8UBS Group AG$66.3M1,260,798
9LSV ASSET MANAGEMENT$66.2M1,257,666
10Bank of New York Mellon Corp$59.1M1,122,894

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
STATE STREET CORP+18K$208.6M
DEUTSCHE BANK AG\+1.8M$98.6M
RENAISSANCE TECHNOLOGIES LLC+254K$86.1M
GEODE CAPITAL MANAGEMENT, LLC+54K$77.8M
UBS Group AG+434K$66.3M

Top Sellers

FundShares RemovedValue
BlackRock, Inc.-1.1M$501.5M
MILLENNIUM MANAGEMENT LLC-557K$1K
VANGUARD GROUP INC-183K$582.2M
MORGAN STANLEY-115K$27.5M
FIRST TRUST ADVISORS LP-102K$2.9M

Famous Fund Managers

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Frequently Asked Questions

How many institutional investors hold EPR?

As of Q1 2025, 385 institutional investors report holding EPR (EPR Properties) in their 13F filings.

What percentage of EPR Properties is owned by institutions?

Institutional investors hold approximately 77.3% of EPR Properties's float as reported in SEC 13F filings.

Which hedge fund owns the most EPR?

The largest institutional holder of EPR is PRIMECAP MANAGEMENT CO/CA/ with $5.6B in shares.

Are institutions buying or selling EPR?

This quarter, 111 institutions opened new positions in EPR and 47 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.