Grantham, Mayo, Van Otterloo & Co (GMO)
EPR icon

Grantham, Mayo, Van Otterloo & Co (GMO)’s EPR Properties EPR Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,310
Closed -$457K – 638
2024
Q4 		$457K Buy
10,310
+2,616
+34% +$120K ﹤0.01% 509
2024
Q3 		$377K Buy
+7,694
New +$351K ﹤0.01% 506

Other funds holding EPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s EPR Position: Q1 2025 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of EPR Properties (EPR) in Q1 2025, closing a stake of 10,310 shares — an estimated $457K sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in EPR in Q3 2024 and held it in 2 quarters. The position peaked at $457K in Q4 2024. 387 funds tracked by Wall St. Rank hold EPR as of Q1 2025.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining EPR Properties position as of Q1 2025 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 10,310 EPR Properties shares in Q1 2025, an estimated $457K.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in EPR Properties in Q3 2024 and held it in 2 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s EPR Properties position peaked at $457K in Q4 2024.
  • 387 funds tracked by Wall St. Rank held EPR Properties as of Q1 2025.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2025, filed 14 May 2025.