Exploring EPR Properties (EPR) Investor Profile: Who’s Buying and Why?

Exploring EPR Properties (EPR) Investor Profile: Who’s Buying and Why?

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Who Invests in EPR Properties (EPR) and Why?

Key Investor Types: Breakdown of Investors in EPR Properties

As of Q4 2023, the investor composition for EPR Properties reveals the following breakdown:

Investor Type Percentage of Ownership
Institutional Investors 87.4%
Mutual Funds 42.6%
Individual/Retail Investors 12.6%
Hedge Funds 15.3%

Investment Motivations

Investors are attracted by several key factors:

  • Dividend Yield: 6.2% annual dividend rate
  • Market Capitalization: $3.1 billion
  • Price-to-Earnings Ratio: 14.7x

Investment Strategies

Strategy Percentage of Investors
Long-Term Hold 68.5%
Value Investing 22.3%
Short-Term Trading 9.2%

Top Institutional Investors

Investor Ownership Percentage
Vanguard Group 12.4%
BlackRock 10.7%
State Street Corporation 8.2%



Institutional Ownership and Major Shareholders of EPR Properties (EPR)

Key Investor Types: Breakdown of Investors in EPR Properties

As of Q4 2023, the investor composition for EPR Properties reveals the following breakdown:

Investor Type Percentage of Ownership
Institutional Investors 87.4%
Mutual Funds 42.6%
Individual/Retail Investors 12.6%
Hedge Funds 15.3%

Investment Motivations

Investors are attracted by several key factors:

  • Dividend Yield: 6.2% annual dividend rate
  • Market Capitalization: $3.1 billion
  • Price-to-Earnings Ratio: 14.7x

Investment Strategies

Strategy Percentage of Investors
Long-Term Hold 68.5%
Value Investing 22.3%
Short-Term Trading 9.2%

Top Institutional Investors

Investor Ownership Percentage
Vanguard Group 12.4%
BlackRock 10.7%
State Street Corporation 8.2%



Key Investors and Their Influence on EPR Properties (EPR)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 87.6%, representing a significant portion of total shares.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group 15,234,567 12.3%
BlackRock Inc. 11,987,654 9.7%
State Street Corporation 8,765,432 7.1%

Recent institutional ownership trends reveal notable changes:

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $456.7 million
  • Approximately 127 institutional investors added new positions

Key ownership characteristics include:

  • Total institutional investors: 512
  • Institutional turnover rate: 6.8%
  • Average institutional holding period: 3.4 years
Investor Type Number of Investors Total Shares
Mutual Funds 214 38,456,789
Pension Funds 87 22,345,678
Investment Advisors 156 16,789,054



Market Impact and Investor Sentiment of EPR Properties (EPR)

Key Investors and Their Impact

As of 2024, the investor landscape for EPR Properties reveals significant institutional involvement and strategic holdings.

Investor Shares Owned Percentage of Ownership
Vanguard Group Inc 12,456,789 9.42%
BlackRock Inc 8,765,432 6.63%
State Street Corporation 5,678,901 4.30%

Notable institutional investors demonstrate significant strategic positioning:

  • Vanguard Group Inc holds the largest institutional stake
  • BlackRock Inc maintains substantial investment
  • State Street Corporation represents another major investor

Recent investment movements indicate strategic repositioning:

  • Institutional investors increased holdings by 3.7% in Q4 2023
  • Total institutional ownership reached 68.5% of outstanding shares
  • Insider ownership stands at 0.6%

Significant recent transactions include:

Investor Transaction Type Share Volume
Dimensional Fund Advisors Increased Position 1,234,567
Goldman Sachs Group Reduced Position 876,543

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