Epr PropertiesEPR
13F holders, Q3 2024 (September 30)356holders +2
44new positions
42sold out
6famous investors
$49.03avg. 13F price*
At the end of Q3 2024, 356 institutions reported holding Epr Properties (EPR) in their 13F filings, up 2 from Q2 2024. 44 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($553.2M), BlackRock, Inc. ($518.5M) and State Street Corp. ($188.8M). 6 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Epr Properties
- Filed as
- EPR PPTYS (Q3 2024)
- CUSIP
- 26884U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $63.3M |
| Exits | 42 | $51.7M |
All 13F filers, Q2 2024 → Q3 2024: 4,709,483 shares bought and 4,023,975 shares sold, net +685,508 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 11,280,738 | $553.2M |
| BlackRock, Inc. | 0.01% | — | 10,572,412 | $518.5M |
| State Street Corp. | 0.01% | Reduce -0.3% | 3,827,642 | $188.8M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 1,425,119 | $69.9M |
| Renaissance Technologies | 0.10% | Add +17.6% | 1,384,223 | $67.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +4.2% | 1,349,900 | $66.2M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.4% | 1,090,826 | $53.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.6% | 1,084,314 | $53.2M |
| Invesco Ltd. | 0.01% | Add +1.6% | 1,054,355 | $51.7M |
| LSV Asset Management | 0.11% | Reduce -11.7% | 1,005,698 | $49.3M |
| Norges Bank | 0.01% | No change | 908,105 | $44.5M |
| AQR Capital Management | 0.05% | Reduce -22.8% | 806,378 | $39.0M |
| Sycale Advisors (NY) LLC | 14.56% | Add +3.2% | 769,624 | $37.7M |
| American Century Companies Inc. | 0.02% | Add +8174.6% | 751,004 | $36.8M |
| Balyasny Asset Management L.P. | 0.09% | Add +41.4% | 680,963 | $33.4M |
| JPMorgan Chase & Co. | 0.00% | Add +35.7% | 673,117 | $33.0M |
| Northern Trust Corp. | 0.01% | Reduce -4.4% | 646,921 | $31.7M |
| Morgan Stanley | 0.00% | Reduce -23.2% | 575,026 | $28.2M |
| Legal & General Group Plc | 0.01% | Reduce -7.5% | 534,546 | $26.2M |
| Advisors Capital Management, LLC | 0.39% | Add +2.3% | 483,698 | $23.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +304.7% | 457,621 | $22.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -28.6% | 453,692 | $22.3M |
| Los Angeles Capital Management LLC | 0.06% | Add +19.0% | 302,130 | $14.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +351.0% | 298,513 | $14.6M |
| Penn Capital Management Company, LLC | 1.30% | New | 284,785 | $14.0M |
| Centersquare Investment Management LLC | 0.12% | New | 271,318 | $13.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -8.8% | 251,233 | $12.3M |
| Millennium Management | 0.01% | Reduce -48.7% | 235,266 | $11.5M |
| Rhumbline Advisers | 0.01% | Add +0.6% | 227,171 | $11.1M |
| Citadel Advisors | 0.01% | Reduce -42.0% | 212,827 | $10.4M |
| New York State Common Retirement Fund | 0.01% | Add +332.3% | 210,654 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.3% | 208,717 | $10.2M |
| UBS Group AG | 0.00% | Add +3.2% | 199,754 | $9.8M |
| Two Sigma Investments, LP | 0.02% | New | 199,052 | $9.8M |
| Swedbank AB | 0.01% | Add +0.0% | 177,822 | $8.7M |
| Principal Financial Group Inc. | 0.00% | Reduce -30.5% | 175,263 | $8.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.9% | 174,442 | $8.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -3.9% | 163,491 | $8.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +652.8% | 161,788 | $7.9M |
| STRS Ohio | 0.03% | Add +254.9% | 160,801 | $7.9M |
| First Trust Advisors LP | 0.01% | Add +33.8% | 154,604 | $7.6M |
| Raymond James & Associates | 0.00% | Add +398.0% | 154,198 | $7.6M |
| Sei Investments Co. | 0.01% | Add +1382.1% | 151,753 | $7.4M |
| Swiss National Bank | 0.00% | Reduce -0.7% | 147,788 | $7.2M |
| Uniplan Investment Counsel, Inc. | 0.63% | Reduce -8.0% | 145,391 | $7.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -17.1% | 142,765 | $7.0M |
| Algert Global LLC | 0.19% | Add +58.6% | 140,626 | $6.9M |
| Miller Howard Investments Inc. | 0.21% | New | 140,000 | $6.9M |
| Cyndeo Wealth Partners, LLC | 0.47% | Add +7.1% | 137,930 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.2% | 137,499 | $6.7M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -0.3% | 136,441 | $6.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.1% | 134,955 | $6.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +91.6% | 133,804 | $6.6M |
| Primecap Management Co. | 0.00% | Reduce -2.0% | 129,260 | $6.3M |
| Quantinno Capital Management LP | 0.08% | Add +28.4% | 126,026 | $6.2M |
| Bank of America Corp. | 0.00% | Add +36.0% | 119,447 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -32.8% | 116,307 | $5.7M |
| Macquarie Group Ltd. | 0.01% | Reduce -12.6% | 115,452 | $5.7M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -1.9% | 108,031 | $5.3M |
| Eagle Asset Management Inc. | 0.03% | New | 115,342 | $5.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -8.0% | 102,977 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +8.9% | 100,105 | $4.9M |
| Guggenheim Capital LLC | 0.03% | Add +269.6% | 99,186 | $4.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.4% | 97,695 | $4.8M |
| Caxton Associates LP | 0.22% | Add +1.0% | 97,050 | $4.8M |
| FMR LLC | 0.00% | Reduce -50.2% | 96,368 | $4.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -1.2% | 94,070 | $4.6M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.5% | 91,983 | $4.5M |
| Federated Hermes, Inc. | 0.01% | Reduce -3.3% | 89,841 | $4.4M |
| Corebridge Financial, Inc. | 0.02% | Reduce -6.5% | 89,535 | $4.4M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 86,790 | $4.3M |
| Voloridge Investment Management, LLC | 0.02% | New | 86,034 | $4.2M |
| Two Sigma Advisers, LP | 0.01% | Add +195.8% | 84,600 | $4.1M |
| Discovery Capital Management, LLC / CT | 0.51% | New | 82,618 | $4.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -7.0% | 81,888 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +642.0% | 79,798 | $3.9M |
| Franklin Resources Inc. | 0.00% | Reduce -50.1% | 79,018 | $3.9M |
| Ballast Asset Management, LP | 1.90% | Reduce -1.4% | 75,810 | $3.7M |
| QRG Capital Management, Inc. | 0.04% | Add +10.5% | 75,613 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -3.0% | 71,554 | $3.5M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -1.1% | 69,903 | $3.4M |
| LPL Financial LLC | 0.00% | Add +32.6% | 69,802 | $3.4M |
| HSBC Holdings PLC | 0.00% | Reduce -26.7% | 65,221 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.5% | 65,118 | $3.1M |
| Liberty Mutual Group Asset Management Inc. | 0.48% | Reduce -2.1% | 63,973 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.0% | 59,707 | $2.9M |
| Campbell & CO Investment Adviser LLC | 0.20% | Reduce -27.9% | 54,281 | $2.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +0.4% | 49,369 | $2.4M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -10.3% | 48,708 | $2.4M |
| Deutsche Bank AG | 0.00% | Reduce -3.5% | 48,898 | $2.4M |
| GraniteShares Advisors LLC | 1.57% | Add +19.4% | 47,176 | $2.3M |
| Exchange Traded Concepts, LLC | 0.05% | Reduce -10.7% | 44,639 | $2.2M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.4% | 44,426 | $2.2M |
| Keeley-Teton Advisors, LLC | 0.23% | No change | 42,941 | $2.1M |
| Prelude Capital Management, LLC | 0.16% | Add +66.1% | 42,405 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +58.0% | 41,817 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +31.6% | 41,674 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.7% | 41,415 | $2.0M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -5.5% | 40,925 | $2.0M |
| Barclays PLC | 0.00% | Add +14.6% | 40,647 | $2.0M |
"% of holder's portfolio" is EPR's weight in each manager's 13F, not the share of Epr Properties the manager owns.