EPR Stock Ownership Breakdown

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own EPR shares is 498, representing 72.73% of the company's common stock.

CREDIT SUISSE AG/, in the last quarter, reduced its stake in EPR by -2.51% restricting it's holding to 127.14 thousand shares of worth nearly $5.40M. FEDERATED HERMES, INC. also lessened -1.79% of the EPR shares from its portfolio, reducing its holding to 92.86 thousand shares of worth $3.94M. QUANTINNO CAPITAL MANAGEMENT LP also shunned EPR shares holding by -19.09% last quarter which brought its holding to 91.59 thousand shares worth $3.89M.

As per its latest 13F filing, RUSSELL INVESTMENTS GROUP, LTD. increased its stake in EPR by 205.73% in the last quarter. The institutional holder raised its holding to 96.38 thousand shares having worth more than $4.09M. RETIREMENT SYSTEMS OF ALABAMA also added 0.26% more shares of EPR to its portfolio, raising its holding to 94.59 thousand shares of worth $4.02M. CANDRIAM S.C.A. also increased its EPR shares holding by 100% which brought its holding to 91.2 thousand shares worth $3.87M.

The insider with the most stakes in EPR is Brain David M. , President and CEO at the company. Additionally, EPR stock is highly held by SVP & CIO Earnest Morgan G II and EVP & CFO Peterson Mark Alan among others.

Company executives, directors, and other insiders own 1.95% percent of EPR Properties's stock. Within the last six months, there have been 3 transaction(s) in which EPR insiders have sold stock, totaling 3.09K shares. Insiders that have sold shares include MATER TONYA L., JOHNSON GWENDOLYN MARY, and BROWN PETER C.

There have been 0 transaction(s) during the past 6-months in which EPR Properties insiders have bought stock, totalling 0 shares

Around 89.7K EPR Properties shares are held by insiders, which represents about 1.95% of EPR stock.

EPR President and CEO, Brain David M. holds the largest portfolio of the company's shares. EPR shares owned by Brain total nearly 394.64 thousand.

CREDIT SUISSE AG/ is the largest institutional owner in EPR which holds 127.14 thousand shares worth $5.40M or 0.17% of the total EPR shares outstanding followed by RUSSELL INVESTMENTS GROUP, LTD. with ownership of 96.38 thousand shares representing 0.13% of the EPR ownership. RETIREMENT SYSTEMS OF ALABAMA is the third largest stakeholder with 94.59 thousand shares or 0.13% of the ownership worth more than $4.02M.

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the EPR is concerned, it is a stock which is optionable.

Number of EPR shares short is 2.55M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

As of today, 75.73M shares of EPR are outstanding.

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, EPR has 74.07M shares in float.

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for EPR is 4.59.