Epr PropertiesEPR

13F holders, Q2 2025 (June 30)
418holders +31
68new positions
38sold out
7famous investors
$58.25avg. 13F price*

At the end of Q2 2025, 418 institutions reported holding Epr Properties (EPR) in their 13F filings, up 31 from Q1 2025. 68 opened new positions and 38 sold out. The largest holders were Vanguard Group Inc. ($636.9M), BlackRock, Inc. ($563.3M) and State Street Corp. ($234.8M). 7 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 Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Epr Properties
Filed as
EPR PPTYS (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions68$35.2M
Exits38$46.0M

All 13F filers, Q1 2025 → Q2 2025: 5,035,968 shares bought and 2,977,056 shares sold, net +2,058,912 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 418 holders

Vanguard Group Inc. 0.01% Reduce -1.2% 10,932,433 $636.9M
BlackRock, Inc. 0.01% Add +1.4% 9,668,961 $563.3M
State Street Corp. 0.01% Add +1.7% 4,009,669 $234.8M
Deutsche Bank AG 0.05% Add +12.9% 2,116,384 $123.3M
Prudential Financial Inc. 0.14% Add +42.0% 1,870,499 $109.0M
Renaissance Technologies 0.12% Reduce -3.5% 1,577,617 $91.9M
AQR Capital Management 0.07% Add +29.2% 1,544,905 $88.7M
Geode Capital Management, LLC 0.01% Reduce -0.1% 1,476,873 $86.1M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.8% 1,323,580 $77.1M
LSV Asset Management 0.18% Add +2.9% 1,293,458 $75.4M
American Century Companies Inc. 0.04% Add +12.6% 1,229,799 $71.6M
Wellington Management Group LLP 0.01% Add +189.9% 1,166,512 $68.0M
Bank of New York Mellon Corp 0.01% Add +0.9% 1,132,920 $66.0M
Dimensional Fund Advisors LP 0.01% Reduce -1.9% 1,087,627 $63.4M
Norges Bank 0.01% Add +1.8% 945,633 $55.1M
Russell Investments Group, Ltd. 0.07% Add +6.8% 877,057 $51.1M
UBS Group AG 0.01% Reduce -32.7% 849,077 $49.5M
Northern Trust Corp. 0.01% Add +0.9% 846,575 $49.3M
JPMorgan Chase & Co. 0.00% Reduce -0.5% 705,963 $41.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +25.9% 661,076 $38.5M
Quantinno Capital Management LP 0.15% Add +68.1% 611,508 $35.6M
Morgan Stanley 0.00% Add +2.2% 534,678 $31.2M
Invesco Ltd. 0.01% Reduce -6.0% 515,435 $30.0M
Legal & General Group Plc 0.01% Add +0.5% 506,548 $29.5M
Advisors Capital Management, LLC 0.38% Reduce -5.5% 468,308 $27.3M
Aberdeen Group plc 0.04% Add +12.9% 414,121 $23.7M
Allianz Asset Management GmbH 0.03% Add +22.5% 402,075 $23.4M
Raymond James Financial Inc. 0.01% Reduce -0.8% 306,072 $17.8M
APG Asset Management US Inc. 0.13% Add +88.1% 287,278 $16.8M
Bank of America Corp. 0.00% Add +5.2% 248,734 $14.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Add +11.1% 230,601 $13.4M
T. Rowe Price Associates Inc. 0.00% Reduce -31.7% 230,258 $13.4M
Rhumbline Advisers 0.01% Reduce -0.5% 228,005 $13.3M
First Trust Advisors LP 0.01% Add +244.0% 189,927 $11.1M
Daiwa Securities Group Inc. 0.04% Add +57.5% 183,125 $10.7M
Principal Financial Group Inc. 0.01% Reduce -1.1% 172,416 $10.0M
State of Wisconsin Investment Board 0.02% Reduce -11.3% 169,416 $9.9M
Nisa Investment Advisors, LLC 0.04% Add +0.6% 168,430 $9.9M
Ameriprise Financial Inc. 0.00% Reduce -20.6% 166,468 $9.7M
Two Sigma Investments, LP 0.02% Reduce -17.9% 166,410 $9.7M
Nuveen, LLC 0.00% Reduce -9.9% 166,169 $9.7M
Thrivent Financial for Lutherans 0.02% Add +79.4% 164,437 $9.6M
Asset Management One Co., Ltd. 0.03% Add +20.6% 163,529 $9.5M
Barclays PLC 0.00% Reduce -27.6% 161,624 $9.4M
Cyndeo Wealth Partners, LLC 0.56% Add +4.2% 161,474 $9.4M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -0.6% 151,053 $8.8M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.06% Add +340.4% 150,332 $8.8M
Edgestream Partners, L.P. 0.24% Add +213.3% 146,955 $8.6M
Swiss National Bank 0.01% Reduce -1.0% 145,288 $8.5M
Schroder Investment Management Group 0.01% Add +66.0% 145,054 $8.5M
Commonwealth Equity Services, LLC 0.01% Reduce -0.7% 144,511 $8.4M
Franklin Resources Inc. 0.00% Add +46.8% 141,608 $8.3M
Public Employees Retirement System of Ohio 0.03% Add +1.5% 132,703 $7.7M
Uniplan Investment Counsel, Inc. 0.79% Reduce -2.4% 130,261 $7.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -1.1% 123,221 $7.2M
Swedbank AB 0.01% Add +0.1% 122,947 $7.2M
Macquarie Group Ltd. 0.01% Add +3.1% 121,549 $7.1M
Zacks Investment Management 0.06% Add +81.4% 119,227 $6.9M
CANADA LIFE ASSURANCE Co 0.01% Add +5.4% 118,082 $6.9M
D. E. Shaw & Co. 0.01% Add +749.2% 112,834 $6.6M
Alliancebernstein L.P. 0.00% Reduce -11.2% 111,746 $6.5M
Nomura Asset Management Co. Ltd. 0.02% Add +3.2% 108,360 $6.3M
Victory Capital Management Inc. 0.00% Add +643.7% 102,761 $6.0M
Wells Fargo & Company 0.00% Add +8.1% 98,486 $5.7M
Goldman Sachs Group Inc. 0.00% Add +1.4% 97,400 $5.7M
Two Sigma Advisers, LP 0.01% Reduce -1.7% 95,800 $5.6M
Primecap Management Co. 0.00% Reduce -11.2% 94,970 $5.5M
QRG Capital Management, Inc. 0.05% Add +15.0% 93,541 $5.4M
Retirement Systems of Alabama 0.02% Add +0.9% 92,973 $5.4M
State Board of Administration of Florida Retirement System 0.01% Add +6.5% 92,384 $5.4M
OVERSEA-CHINESE BANKING Corp Ltd 0.15% Reduce -0.8% 90,964 $5.3M
Voya Investment Management LLC 0.01% Reduce -2.3% 89,620 $5.2M
Citigroup Inc. 0.00% Add +53.7% 86,903 $5.1M
LPL Financial LLC 0.00% Add +11.8% 85,598 $5.0M
Ieq Capital, LLC 0.03% Add +216.1% 84,957 $4.9M
Mercer Global Advisors Inc. 0.01% Add +20.6% 84,001 $4.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -0.9% 83,154 $4.8M
New Age Alpha Advisors, LLC 0.21% Add +11.0% 82,262 $4.8M
STRS Ohio 0.02% Reduce -53.1% 77,465 $4.5M
Ballast Asset Management, LP 2.25% No change 74,368 $4.3M
New York State Teachers Retirement System 0.01% Reduce -0.1% 74,081 $4.3M
Citadel Advisors 0.00% Reduce -78.3% 70,401 $4.1M
California State Teachers Retirement System 0.00% No change 69,974 $4.1M
Royal Bank of Canada 0.00% Add +106.6% 69,462 $4.0M
Marshall Wace, LLP 0.00% New 67,761 $3.9M
HSBC Holdings PLC 0.00% Add +7.8% 64,571 $3.8M
HRT Financial LP 0.02% New 63,580 $3.7M
Envestnet Asset Management Inc. 0.00% Add +6.7% 62,008 $3.6M
Mariner, LLC 0.01% Add +51.9% 61,216 $3.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.9% 56,636 $3.3M
Verition Fund Management LLC 0.02% Add +30.4% 56,191 $3.3M
Sei Investments Co. 0.00% Reduce -66.3% 55,759 $3.2M
Voloridge Investment Management, LLC 0.01% New 54,633 $3.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +4.8% 54,470 $3.2M
Oppenheimer & Co. Inc. 0.04% Reduce -29.2% 51,012 $3.0M
North Star Investment Management Corp. 0.21% No change 50,650 $3.0M
Jain Global LLC 0.05% Reduce -75.8% 48,376 $2.8M
FMR LLC 0.00% Add +69.8% 48,024 $2.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +5.3% 47,141 $2.7M
State of Alaska, Department of Revenue 0.03% Reduce -0.7% 45,060 $2.6M

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

Show all 418 holders