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Miller Howard Investments’s EPR Properties EPR Stock Holding History

Miller Howard Investments’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
2024
Q4 		– Sell
-140,000
Closed -$6.87M – 157
2024
Q3 		$6.87M Buy
+140,000
New +$6.39M 0.21% 73

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Miller Howard Investments's EPR Position: Q4 2024 in Review

Miller Howard Investments sold out of EPR Properties (EPR) in Q4 2024, closing a stake of 140,000 shares — an estimated $6.87M sold.

Miller Howard Investments first reported a position in EPR in Q3 2024 and held it in 1 quarter. The position peaked at $6.87M in Q3 2024. 363 funds tracked by Wall St. Rank hold EPR as of Q4 2024.

  • Miller Howard Investments reported no remaining EPR Properties position as of Q4 2024 after selling out during the quarter.
  • Miller Howard Investments sold 140,000 EPR Properties shares in Q4 2024, an estimated $6.87M.
  • Miller Howard Investments first reported a position in EPR Properties in Q3 2024 and held it in 1 quarter.
  • Miller Howard Investments's EPR Properties position peaked at $6.87M in Q3 2024.
  • 363 funds tracked by Wall St. Rank held EPR Properties as of Q4 2024.

Based on Miller Howard Investments's 13F filing for Q4 2024, filed 28 Jan 2025.