Epr PropertiesEPR
13F holders, Q4 2024 (December 31)363holders +7
38new positions
44sold out
5famous investors
$44.30avg. 13F price*
At the end of Q4 2024, 363 institutions reported holding Epr Properties (EPR) in their 13F filings, up 7 from Q3 2024. 38 opened new positions and 44 sold out. The largest holders were Vanguard Group Inc. ($498.1M), BlackRock, Inc. ($471.7M) and State Street Corp. ($174.9M). 5 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Epr Properties
- Filed as
- EPR PPTYS (Q4 2024)
- CUSIP
- 26884U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $20.0M |
| Exits | 44 | $95.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,297,267 shares bought and 3,559,400 shares sold, net −262,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 363 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.3% | 11,248,058 | $498.1M |
| BlackRock, Inc. | 0.01% | Add +0.8% | 10,652,130 | $471.7M |
| State Street Corp. | 0.01% | Add +2.5% | 3,924,884 | $174.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.1% | 1,424,428 | $63.1M |
| Renaissance Technologies | 0.09% | Reduce -0.2% | 1,381,323 | $61.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.3% | 1,380,301 | $61.1M |
| Bank of New York Mellon Corp | 0.01% | Add +5.6% | 1,145,267 | $50.7M |
| LSV Asset Management | 0.12% | Add +12.3% | 1,129,098 | $50.0M |
| American Century Companies Inc. | 0.03% | Add +44.6% | 1,085,947 | $48.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.4% | 1,075,329 | $47.6M |
| Norges Bank | 0.01% | Add +2.3% | 929,267 | $41.1M |
| AQR Capital Management | 0.05% | Add +7.2% | 864,484 | $38.3M |
| Northern Trust Corp. | 0.01% | Add +30.6% | 844,940 | $37.4M |
| UBS Group AG | 0.01% | Add +314.0% | 826,989 | $36.6M |
| Sycale Advisors (NY) LLC | 11.00% | Reduce -6.5% | 719,758 | $31.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 685,542 | $30.4M |
| Morgan Stanley | 0.00% | Add +10.9% | 637,693 | $28.2M |
| Invesco Ltd. | 0.01% | Reduce -41.7% | 614,958 | $27.2M |
| Millennium Management | 0.02% | Add +146.1% | 578,995 | $25.6M |
| Legal & General Group Plc | 0.01% | Reduce -6.9% | 497,578 | $22.0M |
| Advisors Capital Management, LLC | 0.35% | Add +2.4% | 495,055 | $21.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.2% | 463,039 | $20.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.7% | 318,383 | $14.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -34.4% | 297,444 | $13.2M |
| Raymond James Financial Inc. | 0.00% | — | 296,853 | $13.1M |
| Penn Capital Management Company, LLC | 1.27% | Add +2.3% | 291,203 | $12.9M |
| Rhumbline Advisers | 0.01% | Add +3.9% | 236,095 | $10.5M |
| New York State Common Retirement Fund | 0.01% | Add +12.0% | 235,999 | $10.5M |
| STRS Ohio | 0.04% | Add +26.6% | 203,649 | $9.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.8% | 190,242 | $8.4M |
| Swedbank AB | 0.01% | Add +0.0% | 177,872 | $7.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.0% | 173,583 | $7.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +27.3% | 171,857 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Reduce -2.9% | 169,356 | $7.5M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -45.6% | 164,326 | $7.3M |
| Quantinno Capital Management LP | 0.07% | Add +28.9% | 162,393 | $7.2M |
| Allianz Asset Management GmbH | 0.01% | Add +13.6% | 162,242 | $7.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Reduce -1.7% | 160,693 | $7.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -37.0% | 158,263 | $7.0M |
| First Trust Advisors LP | 0.01% | Add +1.6% | 157,104 | $7.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +13.6% | 151,931 | $6.7M |
| Swiss National Bank | 0.00% | Add +0.8% | 148,988 | $6.6M |
| Cyndeo Wealth Partners, LLC | 0.44% | Add +5.9% | 146,032 | $6.5M |
| Sei Investments Co. | 0.01% | Reduce -4.7% | 144,645 | $6.4M |
| Uniplan Investment Counsel, Inc. | 0.60% | Reduce -2.2% | 142,223 | $6.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 138,050 | $6.1M |
| Citadel Advisors | 0.01% | Reduce -35.7% | 136,796 | $6.1M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -1.7% | 134,162 | $5.9M |
| Bank of America Corp. | 0.00% | Add +10.0% | 131,354 | $5.8M |
| Primecap Management Co. | 0.00% | Reduce -4.1% | 123,990 | $5.5M |
| Macquarie Group Ltd. | 0.01% | Add +0.6% | 116,137 | $5.1M |
| Barclays PLC | 0.00% | Add +181.9% | 114,596 | $5.1M |
| Discovery Capital Management, LLC / CT | 0.34% | Add +36.3% | 112,618 | $5.0M |
| Asset Management One Co., Ltd. | 0.02% | Add +2.3% | 110,474 | $4.8M |
| Lighthouse Investment Partners, LLC | 0.19% | New | 109,000 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.6% | 108,619 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.5% | 104,548 | $4.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +7.2% | 100,830 | $4.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | — | 99,640 | $4.4M |
| Schonfeld Strategic Advisors LLC | 0.03% | Add +499.8% | 99,571 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.0% | 95,085 | $4.2M |
| Retirement Systems of Alabama | 0.02% | Add +0.1% | 92,082 | $4.1M |
| Federated Hermes, Inc. | 0.01% | Add +1.5% | 91,157 | $4.0M |
| New Age Alpha Advisors, LLC | 0.16% | New | 88,741 | $3.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.1% | 86,691 | $3.8M |
| Corebridge Financial, Inc. | 0.02% | Reduce -4.3% | 85,684 | $3.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +0.6% | 82,345 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 79,762 | $3.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -19.4% | 78,783 | $3.5M |
| QRG Capital Management, Inc. | 0.04% | Add +3.1% | 77,985 | $3.5M |
| Franklin Resources Inc. | 0.00% | Reduce -5.5% | 74,651 | $3.3M |
| LPL Financial LLC | 0.00% | Add +5.7% | 73,807 | $3.3M |
| Ballast Asset Management, LP | 1.61% | Reduce -3.3% | 73,282 | $3.2M |
| Voya Investment Management LLC | 0.00% | Add +629.3% | 70,887 | $3.1M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 70,780 | $3.1M |
| Oppenheimer & Co. Inc. | 0.05% | Add +0.3% | 70,103 | $3.1M |
| HSBC Holdings PLC | 0.00% | Reduce -2.5% | 63,617 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.4% | 62,907 | $2.8M |
| Campbell & CO Investment Adviser LLC | 0.21% | Add +12.3% | 60,961 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.4% | 58,250 | $2.6M |
| Caxton Associates LP | 0.08% | Reduce -42.8% | 55,506 | $2.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 49,369 | $2.2M |
| North Star Investment Management Corp. | 0.15% | Add +31.0% | 48,650 | $2.2M |
| Deutsche Bank AG | 0.00% | Reduce -2.1% | 47,877 | $2.1M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -4.3% | 46,626 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Add +8.4% | 44,894 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Add +0.6% | 44,677 | $2.0M |
| Citigroup Inc. | 0.00% | Add +31.4% | 44,124 | $2.0M |
| Intech Investment Management LLC | 0.02% | Add +124.8% | 43,905 | $1.9M |
| Amundi | 0.00% | Add +2.9% | 42,088 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +40.5% | 42,285 | $1.9M |
| Engineers Gate Manager LP | 0.03% | Add +30.6% | 42,227 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 42,050 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 41,674 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +38.0% | 41,067 | $1.8M |
| Mariner, LLC | 0.00% | Add +7.2% | 40,101 | $1.8M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.3% | 40,003 | $1.8M |
| Keeley-Teton Advisors, LLC | 0.20% | Reduce -7.4% | 39,782 | $1.8M |
| PFG Advisors | 0.11% | Reduce -0.8% | 38,970 | $1.7M |
| Exchange Traded Concepts, LLC | 0.03% | Reduce -13.7% | 38,519 | $1.7M |
"% of holder's portfolio" is EPR's weight in each manager's 13F, not the share of Epr Properties the manager owns.