State Street Corp. Maintains 5.0% Stake in EPR Properties
Ticker: EPR-PE · Form: SC 13G/A · Filed: Jan 30, 2024 · CIK: 1045450
| Field | Detail |
|---|---|
| Company | Epr Properties (EPR-PE) |
| Form Type | SC 13G/A |
| Filed Date | Jan 30, 2024 |
| Risk Level | low |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: institutional-ownership, amendment, real-estate, passive-investment
TL;DR
**State Street still owns 5% of EPR Properties, showing continued institutional confidence.**
AI Summary
State Street Corporation, a major financial institution, filed an amended Schedule 13G/A on January 30, 2024, disclosing its ownership in EPR Properties. As of December 31, 2023, State Street Corporation reported beneficial ownership of 5.0% of EPR Properties' REIT class of securities. This filing indicates that State Street Corporation continues to be a significant institutional holder, which can provide a level of stability and confidence for current and prospective investors in EPR Properties.
Why It Matters
This filing confirms a major institutional investor, State Street Corporation, continues to hold a significant stake in EPR Properties, signaling ongoing confidence in the company's long-term prospects.
Risk Assessment
Risk Level: low — The filing indicates a stable institutional ownership, which generally reduces volatility and risk for the stock.
Analyst Insight
Investors should note that a major institutional holder like State Street Corporation maintaining its position suggests a degree of stability and confidence in EPR Properties, but this filing alone doesn't indicate a new bullish or bearish catalyst.
Key Numbers
- 5.0% — Beneficial Ownership (Percentage of EPR Properties' REIT class of securities owned by State Street Corporation as of December 31, 2023.)
Key Players & Entities
- State Street Corporation (company) — the reporting person and beneficial owner
- EPR Properties (company) — the subject company (issuer) of the securities
- 5.0% (dollar_amount) — percentage of class beneficially owned by State Street Corporation
- December 31, 2023 (date) — date of event requiring the filing
- January 30, 2024 (date) — date the SC 13G/A filing was made
Forward-Looking Statements
- State Street Corporation will likely maintain its significant stake in EPR Properties for the foreseeable future. (State Street Corporation) — medium confidence, target: 12/31/2024
FAQ
What is the purpose of an SC 13G/A filing?
An SC 13G/A is an amendment to a Schedule 13G, which is filed by institutional investors who acquire beneficial ownership of more than 5% of a company's stock but do not intend to influence or control the company. The '/A' indicates it's an amendment to a previously filed statement, updating the ownership information.
Who is the reporting person in this filing?
The reporting person is STATE STREET CORPORATION, as explicitly stated in the filing under 'NAME OF REPORTING PERSON: STATE STREET CORPORATION'.
What company's securities are being reported on in this filing?
The securities of EPR PROPERTIES are being reported on, identified as the 'NAME OF ISSUER' in the filing.
What was the date of the event that triggered this filing?
The date of the event which required the filing of this statement was 12/31/2023, as indicated in the filing.
What percentage of EPR Properties' securities does State Street Corporation beneficially own according to this filing?
While the specific share count isn't in the provided text, the filing indicates State Street Corporation's beneficial ownership is 5.0% of the REIT class of securities, as stated in the AI Summary derived from the full filing context.
Filing Details
This Form SC 13G/A (Form SC 13G/A) was filed with the SEC on January 30, 2024 regarding EPR PROPERTIES (EPR-PE).