Epr PropertiesEPR
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 387 institutions reported holding Epr Properties (EPR) in their 13F filings, up 24 from Q4 2024. 66 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($582.2M), BlackRock, Inc. ($501.5M) and State Street Corp. ($208.6M). 5 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 (Q1 2025)
- CUSIP
- 26884U109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $89.6M |
| Exits | 39 | $60.7M |
All 13F filers, Q4 2024 → Q1 2025: 9,012,360 shares bought and 4,170,810 shares sold, net +4,841,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 387 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.6% | 11,065,516 | $582.2M |
| BlackRock, Inc. | 0.01% | Reduce -10.5% | 9,532,817 | $501.5M |
| State Street Corp. | 0.01% | Add +0.5% | 3,943,107 | $208.6M |
| Deutsche Bank AG | 0.04% | Add +3816.2% | 1,874,975 | $98.6M |
| Renaissance Technologies | 0.13% | Add +18.4% | 1,635,623 | $86.1M |
| Geode Capital Management, LLC | 0.01% | Add +3.8% | 1,478,846 | $77.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.3% | 1,334,365 | $70.2M |
| Prudential Financial Inc. | 0.10% | Add +22121.5% | 1,317,290 | $69.3M |
| UBS Group AG | 0.01% | Add +52.5% | 1,260,798 | $66.3M |
| LSV Asset Management | 0.16% | Add +11.4% | 1,257,666 | $66.2M |
| AQR Capital Management | 0.06% | Add +38.4% | 1,195,997 | $61.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.9% | 1,122,894 | $59.1M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.1% | 1,108,716 | $58.3M |
| American Century Companies Inc. | 0.04% | Add +0.6% | 1,092,032 | $57.5M |
| Norges Bank | 0.01% | No change | 929,267 | $48.9M |
| Northern Trust Corp. | 0.01% | Reduce -0.7% | 838,853 | $44.1M |
| Russell Investments Group, Ltd. | 0.06% | Add +378.0% | 821,532 | $43.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.5% | 709,368 | $37.3M |
| Invesco Ltd. | 0.01% | Reduce -10.9% | 548,164 | $28.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +13.4% | 524,883 | $27.6M |
| Morgan Stanley | 0.00% | Reduce -18.0% | 523,080 | $27.5M |
| Legal & General Group Plc | 0.01% | Add +1.4% | 504,294 | $26.5M |
| Advisors Capital Management, LLC | 0.40% | Add +0.1% | 495,656 | $26.1M |
| Wellington Management Group LLP | 0.00% | New | 402,314 | $21.2M |
| Quantinno Capital Management LP | 0.12% | Add +124.0% | 363,758 | $19.1M |
| Aberdeen Group plc | 0.04% | Add +1361.4% | 366,765 | $19.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.9% | 337,237 | $17.7M |
| Allianz Asset Management GmbH | 0.03% | Add +102.3% | 328,146 | $17.3M |
| Citadel Advisors | 0.02% | Add +137.1% | 324,372 | $17.1M |
| Raymond James Financial Inc. | 0.01% | Add +4.0% | 308,707 | $16.2M |
| Penn Capital Management Company, LLC | 1.50% | Add +0.1% | 291,609 | $15.4M |
| Bank of America Corp. | 0.00% | Add +80.0% | 236,401 | $12.4M |
| Rhumbline Advisers | 0.01% | Reduce -2.9% | 229,208 | $12.1M |
| Barclays PLC | 0.01% | Add +94.8% | 223,280 | $11.7M |
| Ameriprise Financial Inc. | 0.00% | Add +10.2% | 209,672 | $11.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +108.2% | 207,492 | $10.9M |
| New York State Common Retirement Fund | 0.02% | Reduce -12.3% | 207,037 | $10.9M |
| Two Sigma Investments, LP | 0.02% | New | 202,593 | $10.7M |
| Jain Global LLC | 0.22% | New | 200,011 | $10.5M |
| State of Wisconsin Investment Board | 0.03% | Add +12.7% | 190,918 | $10.0M |
| Nuveen, LLC | 0.00% | — | 184,415 | $9.7M |
| Principal Financial Group Inc. | 0.01% | Add +0.4% | 174,282 | $9.2M |
| Nisa Investment Advisors, LLC | 0.04% | Add +259.0% | 167,381 | $8.8M |
| Sei Investments Co. | 0.01% | Add +14.3% | 165,395 | $8.7M |
| STRS Ohio | 0.04% | Reduce -18.9% | 165,200 | $8.7M |
| Lighthouse Investment Partners, LLC | 0.38% | Add +46.5% | 159,700 | $8.4M |
| Cyndeo Wealth Partners, LLC | 0.54% | Add +6.1% | 154,954 | $8.2M |
| APG Asset Management US Inc. | 0.06% | New | 152,729 | $8.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | No change | 151,931 | $8.0M |
| Swiss National Bank | 0.01% | Reduce -1.5% | 146,788 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.4% | 145,521 | $7.7M |
| Asset Management One Co., Ltd. | 0.02% | Add +22.8% | 135,633 | $7.1M |
| Uniplan Investment Counsel, Inc. | 0.70% | Reduce -6.2% | 133,432 | $7.0M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -2.5% | 130,743 | $6.9M |
| Alliancebernstein L.P. | 0.00% | Add +15.8% | 125,818 | $6.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -22.4% | 124,617 | $6.6M |
| Swedbank AB | 0.01% | Reduce -30.9% | 122,887 | $6.5M |
| Macquarie Group Ltd. | 0.01% | Add +1.5% | 117,920 | $6.2M |
| Daiwa Securities Group Inc. | 0.03% | Add +362.6% | 116,283 | $6.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.1% | 112,012 | $5.9M |
| Primecap Management Co. | 0.00% | Reduce -13.8% | 106,900 | $5.6M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +4.1% | 104,990 | $5.5M |
| Two Sigma Advisers, LP | 0.01% | Add +273.6% | 97,500 | $5.1M |
| Franklin Resources Inc. | 0.00% | Add +29.2% | 96,470 | $5.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.0% | 96,061 | $5.1M |
| Retirement Systems of Alabama | 0.02% | Add +0.1% | 92,173 | $4.8M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.14% | New | 91,714 | $4.8M |
| Voya Investment Management LLC | 0.01% | Add +29.4% | 91,701 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -42.1% | 91,677 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +261.7% | 91,198 | $4.8M |
| Wells Fargo & Company | 0.00% | Add +14.3% | 91,148 | $4.8M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +0.0% | 86,701 | $4.6M |
| Schroder Investment Management Group | 0.00% | New | 87,362 | $4.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.9% | 83,936 | $4.4M |
| Corebridge Financial, Inc. | 0.03% | Reduce -2.4% | 83,642 | $4.4M |
| QRG Capital Management, Inc. | 0.04% | Add +4.3% | 81,368 | $4.3M |
| LPL Financial LLC | 0.00% | Add +3.7% | 76,560 | $4.0M |
| Federated Hermes, Inc. | 0.01% | Reduce -17.8% | 74,953 | $3.9M |
| Ballast Asset Management, LP | 2.06% | Add +1.5% | 74,368 | $3.9M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.8% | 74,183 | $3.9M |
| New Age Alpha Advisors, LLC | 0.17% | Reduce -16.5% | 74,116 | $3.9M |
| Oppenheimer & Co. Inc. | 0.06% | Add +2.8% | 72,045 | $3.8M |
| Jump Financial, LLC | 0.06% | New | 72,000 | $3.8M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 69,974 | $3.7M |
| Mercer Global Advisors Inc. | 0.01% | Add +10.8% | 69,679 | $3.7M |
| Zacks Investment Management | 0.03% | New | 65,735 | $3.5M |
| HSBC Holdings PLC | 0.00% | Reduce -5.8% | 59,927 | $3.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.3% | 59,574 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +38.2% | 58,114 | $3.1M |
| Citigroup Inc. | 0.00% | Add +28.1% | 56,531 | $3.0M |
| First Trust Advisors LP | 0.00% | Reduce -64.9% | 55,211 | $2.9M |
| Caxton Associates LLP | 0.10% | — | 54,817 | $2.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5.3% | 51,994 | $2.7M |
| North Star Investment Management Corp. | 0.19% | Add +4.1% | 50,650 | $2.7M |
| Kestra Investment Management, LLC | 0.05% | Add +375.9% | 64,838 | $2.6M |
| Edgestream Partners, L.P. | 0.08% | New | 46,901 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | Add +1.5% | 45,362 | $2.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +5.9% | 44,772 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.6% | 44,197 | $2.3M |
| Exchange Traded Concepts, LLC | 0.04% | Add +13.6% | 43,769 | $2.3M |
"% of holder's portfolio" is EPR's weight in each manager's 13F, not the share of Epr Properties the manager owns.