Epr PropertiesEPR

13F holders, Q1 2024 (March 31)
349holders
8famous investors
$42.44avg. 13F price*

At the end of Q1 2024, 349 institutions reported holding Epr Properties (EPR) in their 13F filings. The largest holders were Vanguard Group Inc. ($482.5M), BlackRock Inc. ($429.2M) and State Street Corp. ($165.5M). 8 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Epr Properties
Filed as
EPR PPTYS (Q1 2024)
CUSIP
26884U109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 349Q1 2024Q2 2024: 354Q2 2024Q3 2024: 356Q3 2024Q4 2024: 363Q4 2024Q1 2025: 387Q1 2025Q2 2025: 418Q2 2025Q3 2025: 456Q3 2025Q4 2025: 459Q4 2025Q1 2026: 466Q1 2026Q2 2026: 490Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions33$13.5M
Exits39$45.6M

Ownership 349 holders

Vanguard Group Inc. 0.01% Add +1.0% 11,366,416 $482.5M
BlackRock Inc. 0.01% Add +2.6% 10,110,619 $429.2M
State Street Corp. 0.01% Reduce -8.1% 3,873,442 $165.5M
Invesco Ltd. 0.02% Reduce -52.6% 2,380,943 $101.1M
Geode Capital Management, LLC 0.01% Add +4.3% 1,381,764 $58.7M
Charles Schwab Investment Management Inc. 0.01% Add +3.2% 1,283,731 $54.5M
PGGM Investments 0.78% No change 1,272,738 $54.0M
Bank of New York Mellon Corp 0.01% Reduce -4.7% 1,218,976 $51.7M
LSV Asset Management 0.10% Add +2.0% 1,134,354 $48.2M
Dimensional Fund Advisors LP 0.01% Reduce -0.8% 1,052,596 $44.7M
Renaissance Technologies 0.06% Add +22.6% 954,786 $40.5M
Norges Bank 0.01% Add +3.8% 916,242 $38.9M
Morgan Stanley 0.00% Add +27.7% 680,059 $28.9M
Nuveen Asset Management, LLC 0.01% Reduce -0.3% 663,980 $28.3M
AQR Capital Management 0.05% Add +62.9% 636,367 $27.0M
Legal & General Group Plc 0.01% Reduce -2.5% 605,436 $25.7M
Northern Trust Corp. 0.00% Reduce -10.5% 599,252 $25.4M
Millennium Management 0.02% Add +158.4% 508,749 $21.6M
Qube Research & Technologies Ltd 0.04% Add +6610.5% 504,966 $21.4M
JPMorgan Chase & Co. 0.00% Reduce -6.6% 429,934 $18.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +5.5% 398,048 $16.9M
Schonfeld Strategic Advisors LLC 0.13% Add +16.4% 395,228 $16.8M
Principal Financial Group Inc. 0.01% Add +2.6% 283,575 $12.0M
Ameriprise Financial Inc. 0.00% Add +32.7% 271,538 $11.6M
Los Angeles Capital Management LLC 0.04% Add +0.8% 252,904 $10.7M
Thrivent Financial for Lutherans 0.02% Add +0.6% 237,698 $10.1M
Man Group plc 0.03% Add +319.6% 224,590 $9.5M
Rhumbline Advisers 0.01% Reduce -6.4% 221,378 $9.4M
Point72 Asset Management 0.03% Reduce -14.6% 217,240 $9.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +13.2% 233,469 $8.6M
UBS Group AG 0.00% Add +48.8% 198,713 $8.4M
Uniplan Investment Counsel, Inc. 0.64% Reduce -3.4% 187,401 $8.0M
State of Wisconsin Investment Board 0.02% Reduce -10.5% 179,209 $7.6M
Swedbank AB 0.01% Reduce -0.4% 175,000 $7.4M
First Trust Advisors LP 0.01% Add +19.7% 151,679 $6.4M
Swiss National Bank 0.00% No change 148,388 $6.3M
Commonwealth Equity Services, LLC 0.01% Add +3.4% 143,745 $6.1M
Public Employees Retirement System of Ohio 0.02% Reduce -2.4% 137,156 $5.8M
Franklin Resources Inc. 0.00% Add +245.2% 136,825 $5.8M
Prudential Financial Inc. 0.01% Reduce -74.0% 135,450 $5.7M
Allianz Asset Management GmbH 0.01% Add +50.8% 134,529 $5.7M
Primecap Management Co. 0.00% Reduce -1.9% 133,800 $5.7M
Alliancebernstein L.P. 0.00% Reduce -11.1% 130,184 $5.5M
Macquarie Group Ltd. 0.01% Add +2.4% 129,383 $5.5M
Credit Suisse AG/ 0.01% Reduce -2.5% 127,140 $5.4M
Barclays PLC 0.00% Add +67.3% 125,515 $5.3M
Cyndeo Wealth Partners, LLC 0.42% Add +17.5% 120,180 $5.1M
Citadel Advisors 0.00% Add +337.5% 115,987 $4.9M
Zacks Investment Management 0.05% Add +9.9% 115,361 $4.9M
Asset Management One Co., Ltd. 0.02% Reduce -2.7% 112,569 $4.8M
New York State Teachers Retirement System 0.01% Reduce -5.8% 110,595 $4.7M
CANADA LIFE ASSURANCE Co 0.01% Add +2.8% 109,137 $4.6M
Pinebridge Investments, L.P. 0.04% Add +1022.3% 108,858 $4.6M
Goldman Sachs Group Inc. 0.00% Add +4.9% 106,359 $4.5M
FMR LLC 0.00% Add +122.2% 103,628 $4.4M
American International Group, Inc. 0.02% Reduce -2.0% 99,704 $4.2M
State of New Jersey Common Pension Fund D 0.01% Add +10.1% 98,481 $4.2M
Boothbay Fund Management, LLC 0.13% Add +16.5% 96,651 $4.1M
Russell Investments Group, Ltd. 0.01% Add +205.7% 96,379 $4.1M
Caxton Associates LP 0.28% Add +97.5% 96,103 $4.1M
Retirement Systems of Alabama 0.02% Add +0.3% 94,594 $4.0M
Federated Hermes, Inc. 0.01% Reduce -1.8% 92,864 $3.9M
Bank of America Corp. 0.00% Add +36.8% 91,999 $3.9M
Quantinno Capital Management LP 0.08% Reduce -19.1% 91,585 $3.9M
Candriam S.C.A. 0.03% New 91,196 $3.9M
Nomura Asset Management Co. Ltd. 0.01% Add +4.1% 88,830 $3.8M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -0.3% 88,618 $3.8M
Cubist Systematic Strategies, LLC 0.04% Add +6.3% 87,529 $3.7M
HSBC Holdings PLC 0.00% Add +107.6% 85,953 $3.6M
Ontario Teachers Pension Plan Board 0.03% Add +47.1% 78,854 $3.3M
State Board of Administration of Florida Retirement System 0.01% Add +0.5% 87,338 $3.3M
State of Tennessee, Department of Treasury 0.01% No change 77,700 $3.3M
LPL Financial LLC 0.00% Add +25.9% 77,359 $3.3M
Squarepoint Ops LLC 0.01% Add +169.3% 76,164 $3.2M
Deutsche Bank AG 0.00% Reduce -70.4% 75,399 $3.2M
California State Teachers Retirement System 0.00% Reduce -5.2% 75,270 $3.2M
Vestcor Inc 0.11% Add +68.0% 73,585 $3.1M
Natixis 0.02% Add +188.4% 72,764 $3.1M
Ballast Asset Management, LP 1.66% Add +9.8% 72,214 $3.1M
Oppenheimer & Co. Inc. 0.05% Add +18.5% 69,802 $3.0M
Texas Permanent School Fund Corp. 0.02% Add +1.4% 65,927 $2.8M
Manufacturers Life Insurance Company, The 0.00% Add +9.0% 65,343 $2.8M
Campbell & CO Investment Adviser LLC 0.24% Add +53.7% 64,359 $2.7M
Wells Fargo & Company 0.00% Add +24.9% 63,078 $2.7M
HighTower Advisors, LLC 0.00% Add +793.8% 62,296 $2.6M
T. Rowe Price Associates Inc. 0.00% Add +48.3% 61,346 $2.6M
QRG Capital Management, Inc. 0.03% Add +4.5% 60,200 $2.6M
Royal Bank of Canada 0.00% Add +4.1% 58,039 $2.5M
Exchange Traded Concepts, LLC 0.06% Add +4.0% 56,489 $2.4M
Raymond James Financial Services Advisors, Inc. 0.00% Add +8.7% 56,267 $2.4M
Nisa Investment Advisors, LLC 0.01% Reduce -0.6% 52,822 $2.3M
Mercer Global Advisors Inc. 0.01% Add +2.0% 50,471 $2.1M
Amalgamated Bank 0.02% Reduce -7.6% 49,344 $2.1M
Wedge Capital Management L L P 0.03% Reduce -4.5% 48,837 $2.1M
New York State Common Retirement Fund 0.00% Reduce -15.7% 48,732 $2.1M
Liberty Mutual Group Asset Management Inc. 0.59% No change 48,430 $2.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 46,695 $2.0M
STRS Ohio 0.01% Add +7.2% 45,526 $1.9M
Mutual of America Capital Management LLC 0.02% Reduce -3.6% 44,884 $1.9M
Victory Capital Management Inc. 0.00% Add +13.7% 44,470 $1.9M

"% of holder's portfolio" is EPR's weight in each manager's 13F, not the share of Epr Properties the manager owns.

Show all 349 holders