Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 431 institutions that hold shares in the stock, with a total of 58.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
5,708
shares
|
$306,519
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,706
shares
|
$306,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
5,626
shares
|
$302,116
0.17% of portfolio
|
Q1 2025
Added 15.55%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
5,600
shares
|
$300,720
0.18% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
5,597
shares
|
$300,558
0.02% of portfolio
|
Q1 2025
Reduced 9.11%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,596
shares
|
$300,505
0.0% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,567
shares
|
$298,947
0.0% of portfolio
|
Q1 2025
Reduced 26.14%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
5,503
shares
|
$295,511
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
5,389
shares
|
$289,389
0.03% of portfolio
|
Q1 2025
Reduced 49.58%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,353
shares
|
$287,456
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,328
shares
|
$286,113
0.03% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Vanderbilt University
Nashville, TN |
Apr 21, 2025 Q1 2025 |
5,317
shares
|
$285,522
0.05% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
5,296
shares
|
$284,395
0.26% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
5,233
shares
|
$281,012
0.02% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,208
shares
|
$279,669
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
5,205
shares
|
$279,508
0.0% of portfolio
|
Q1 2025
Reduced 23.9%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,202
shares
|
$279,347
0.01% of portfolio
|
Q3 2023
Added 19.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,155
shares
|
$276,823
0.0% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
5,140
shares
|
$276,018
0.02% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
5,043
shares
|
$270,809
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
5,007
shares
|
$268,875
0.0% of portfolio
|
Q4 2024
Reduced 11.77%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,950
shares
|
$265,815
0.03% of portfolio
|
Q1 2025
Reduced 85.94%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
4,899
shares
|
$263,076
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,880
shares
|
$262,056
0.0% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
4,700
shares
|
$252,390
0.01% of portfolio
|
Q3 2024
Reduced 1.05%
|