Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 467 institutions that hold shares in the stock, with a total of 61.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
7,878
shares
|
$459,051
0.34% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
7,806
shares
|
$454,855
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Aug 14, 2025 Q2 2025 |
7,500
shares
|
$437,025
0.0% of portfolio
|
Q3 2023
Reduced 90.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
7,484
shares
|
$436,092
0.01% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
7,475
shares
|
$435,568
0.17% of portfolio
|
Q2 2025
Added 83.08%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
7,201
shares
|
$419,602
0.01% of portfolio
|
Q2 2025
Added 37.61%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
7,102
shares
|
$413,833
0.04% of portfolio
|
Q2 2025
Added 43.47%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
7,048
shares
|
$410,686
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,955
shares
|
$405,267
0.0% of portfolio
|
Q2 2023
Reduced 22.11%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,914
shares
|
$402,878
0.03% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
6,813
shares
|
$396,993
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
6,765
shares
|
$394,196
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
6,386
shares
|
$372,112
0.29% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
6,367
shares
|
$371,005
0.0% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
6,349
shares
|
$369,956
0.07% of portfolio
|
Q2 2025
Added 29.6%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
6,345
shares
|
$369,723
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
6,305
shares
|
$367,392
0.29% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
6,218
shares
|
$362,322
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
6,115
shares
|
$356,321
0.25% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$349,620
0.01% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Community Bank Of Raymore
|
Jul 29, 2025 Q2 2025 |
5,955
shares
|
$346,997
0.26% of portfolio
|
Q1 2025
Added 30.74%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
5,897
shares
|
$343,618
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,883
shares
|
$342,802
0.0% of portfolio
|
Q2 2025
Added 20.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,815
shares
|
$338,840
0.0% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
5,726
shares
|
$333,654
0.01% of portfolio
|
Q2 2025
Added 43.98%
|