EPR Properties (EPR) Ownership
EPR ownership summary
as of October 18, 2026- Institutions
- 84.8% of shares outstanding
- Insiders
- 2.27% of shares outstanding
- Shares outstanding
- 76.6M
- Float
- 74.8M shares available to trade
- Short interest
- 14.22% 7.8M shares short
- Days to cover
- 8.64 short interest up 15.8% vs prior month
- Institutions 84.81%
- Insiders 2.27%
- Other investors 12.92%
EPR top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 13.39% | 10.3M | $571.4M | +331,543 (+3.3%) | June 30, 2026 |
| 2 | Vanguard Portfolio Management, LLC | 8.89% | 6.8M | $379.3M | +217,801 (+3.3%) | June 30, 2026 |
| 3 | State Street Corp | 4.97% | 3.8M | $212.3M | −33,947 (−0.9%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 4.49% | 3.4M | $191.7M | +155,966 (+4.7%) | June 30, 2026 |
| 5 | Quantinno Capital Management LP | 2.80% | 2.1M | $119.7M | +575,425 (+36.6%) | June 30, 2026 |
| 6 | LSV Asset Management | 2.57% | 2.0M | $109.6M | +514,209 (+35.4%) | June 30, 2026 |
| 7 | Geode Capital Management, LLC | 2.17% | 1.7M | $92.5M | +17,467 (+1.1%) | June 30, 2026 |
| 8 | Northern Trust Corp | 2.00% | 1.5M | $85.5M | +355,015 (+30.1%) | June 30, 2026 |
| 9 | The Goldman Sachs Group Inc | 1.94% | 1.5M | $82.8M | +1.1M (+271.9%) | June 30, 2026 |
| 10 | Charles Schwab Investment Management Inc | 1.79% | 1.4M | $76.3M | −2,879 (−0.2%) | June 30, 2026 |
| 11 | AQR Capital Management LLC | 1.74% | 1.3M | $74.5M | −122,941 (−8.4%) | June 30, 2026 |
| 12 | Dimensional Fund Advisors, Inc. | 1.46% | 1.1M | $62.3M | −12,872 (−1.1%) | June 30, 2026 |
| 13 | Bank of New York Mellon Corp | 1.43% | 1.1M | $61.0M | −24,474 (−2.2%) | June 30, 2026 |
| 14 | Morgan Stanley - Brokerage Accounts | 1.33% | 1.0M | $57.0M | −215,969 (−17.4%) | June 30, 2026 |
| 15 | Amvescap Plc. | 1.29% | 987K | $55.0M | +161,664 (+19.6%) | June 30, 2026 |
| 16 | NORGES BANK | 1.26% | 964K | $53.7M | −695,890 (−41.9%) | June 30, 2026 |
| 17 | Wasatch Advisors LP | 1.24% | 951K | $53.0M | −22,330 (−2.3%) | June 30, 2026 |
| 18 | American Century Companies Inc | 1.14% | 877K | $48.8M | −59,320 (−6.3%) | June 30, 2026 |
| 19 | JPMorgan Chase & Co | 1.14% | 873K | $48.7M | +73,592 (+9.2%) | June 30, 2026 |
| 20 | UBS Group AG | 0.95% | 730K | $40.7M | −85,283 (−10.5%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 10 holders added 3.5M shares and 10 cut 1.3M.
EPR top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 3.78% | 2.9M | $161.4M | +20,699 (+0.7%) | September 30, 2026 |
| 2 | iShares Core S&P Mid-Cap ETF | 3.56% | 2.7M | $152.1M | −972 (−0.0%) | September 30, 2026 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 3.18% | 2.4M | $135.8M | −3,374 (−0.1%) | August 31, 2026 |
| 4 | Vanguard Small Cap Index | 2.25% | 1.7M | $96.0M | −38,957 (−2.2%) | September 30, 2026 |
| 5 | Vanguard MStar Small Cap Value Index | 1.46% | 1.1M | $62.5M | +4,291 (+0.4%) | September 30, 2026 |
| 6 | Schwab US REIT ETF™ | 0.79% | 602K | $33.5M | +310 (+0.1%) | September 30, 2026 |
| 7 | State Street® SPDR® S&P MIDCAP 400® ETF | 0.74% | 566K | $31.6M | +6,927 (+1.2%) | September 30, 2026 |
| 8 | Vanguard Real Estate II Index | 0.67% | 513K | $28.6M | +3,690 (+0.7%) | September 30, 2026 |
| 9 | American Century Small Cap Value Inv | 0.54% | 415K | $23.1M | −30,000 (−6.7%) | September 30, 2026 |
| 10 | State Street SPDR Port S&P 400 Md CpETF | 0.53% | 405K | $22.6M | −568 (−0.1%) | September 30, 2026 |
| 11 | Schwab US Small-Cap ETF™ | 0.53% | 403K | $22.5M | +270 (+0.1%) | September 30, 2026 |
| 12 | WisdomTree US SmallCap Dividend ETF | 0.52% | 395K | $22.0M | — | September 30, 2026 |
| 13 | DFA Real Estate Securities I | 0.51% | 394K | $21.9M | −6,778 (−1.7%) | August 31, 2026 |
| 14 | Wasatch Small Cap Value | 0.51% | 390K | $21.7M | −17,960 (−4.4%) | June 30, 2026 |
| 15 | Fidelity Extended Market Index | 0.49% | 376K | $20.9M | −5,840 (−1.5%) | August 31, 2026 |
| 16 | iShares Russell Mid-Cap ETF | 0.41% | 311K | $17.3M | +570 (+0.2%) | September 30, 2026 |
| 17 | iShares Core US REIT ETF | 0.38% | 288K | $16.0M | −2,277 (−0.8%) | September 30, 2026 |
| 18 | DFA Global Real Estate Securities Port | 0.38% | 288K | $16.0M | — | August 31, 2026 |
| 19 | BlackRock Global Equity Mkt Netrl Instl | 0.38% | 288K | $16.0M | +77,032 (+36.6%) | July 31, 2026 |
| 20 | Fidelity Mid Cap Index | 0.37% | 285K | $15.9M | +1,047 (+0.4%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
EPR insider transactions
latest 12| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-15 | Tonya L Mater | Sell | $56.50 | 2,600 | $146,900 |
| 2026-04-14 | Tonya L Mater | Sell | $56.00 | 2,000 | $112,000 |
| 2026-03-16 | Brian Andrew Moriarty | Sell | $56.44 | 5,000 | $282,200 |
| 2026-03-10 | Lisa G Trimberger | Sell | $57.83 | 6,633 | $383,586 |
| 2026-03-10 | Lisa G Trimberger | Sell | $57.38 | 3,000 | $172,140 |
| 2026-02-02 | Gregory E Zimmerman | Sell | $53.89 | 7,500 | $404,175 |
| 2025-12-01 | Gregory E Zimmerman | Sell | $52.25 | 7,500 | $391,875 |
| 2025-11-03 | Gregory E Zimmerman | Sell | $49.21 | 7,500 | $369,075 |
| 2025-10-01 | Gregory E Zimmerman | Sell | $58.12 | 7,500 | $435,900 |
| 2025-09-02 | Gregory E Zimmerman | Sell | $53.35 | 7,500 | $400,125 |
| 2025-08-01 | Gregory E Zimmerman | Sell | $54.94 | 7,500 | $412,050 |
| 2025-07-01 | Gregory E Zimmerman | Sell | $58.37 | 7,500 | $437,775 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
EPR shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns EPR
Institutional investors own 84.8% of EPR Properties's shares and insiders 2.27%. The largest holder is BlackRock Inc with 13.39% of the shares (10.3M), as of June 30, 2026. Among the top 20 institutions, 10 added shares and 10 reduced their stake in the latest filings. Short interest is 14.22% of the float, or 8.64 days of average trading volume. The share count rose 33.6% since 2014.
Related: EPR analyst forecast, EPR key metrics, EPR dividend history. See the EPR stock overview for the latest quote and news.
EPR ownership FAQ
Who owns the most EPR Properties stock?
The largest shareholders of EPR Properties are BlackRock Inc (13.39%), Vanguard Portfolio Management, LLC (8.89%), State Street Corp (4.97%), Vanguard Capital Management, LLC (4.49%), Quantinno Capital Management LP (2.80%).
What percentage of EPR Properties is owned by institutions?
Institutions hold 84.8% of EPR Properties's shares outstanding; insiders hold 2.27%.
Which funds own EPR Properties?
The largest fund holders of EPR Properties are Vanguard Real Estate Index Investor (3.78%), iShares Core S&P Mid-Cap ETF (3.56%), Vanguard MStar Total Stk Mkt Idx Invest (3.18%), Vanguard Small Cap Index (2.25%), Vanguard MStar Small Cap Value Index (1.46%).
What is EPR Properties's short interest?
7.8M shares of EPR Properties were sold short, 14.22% of the float; at the average daily volume it would take 8.64 days to cover.
Are insiders buying or selling EPR Properties?
Of the latest 12 reported insider transactions in EPR Properties (since July 1, 2025), 0 were purchases and 12 were sales.
How many shares of EPR Properties are outstanding?
EPR Properties has 76.6M shares outstanding, of which 74.8M are in the public float.