Epr PropertiesEPR

13F holders, Q1 2025 (March 31)
387holders +24
66new positions
39sold out
5famous investors
$52.59avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions66$89.6M
Exits39$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.

Show all 387 holders