Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 438 institutions that hold shares in the stock, with a total of 58.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
4,899
shares
|
$288,894
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,880
shares
|
$287,773
0.0% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
4,853
shares
|
$286,181
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
4,700
shares
|
$277,159
0.01% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
4,690
shares
|
$276,569
0.05% of portfolio
|
Q1 2025
Reduced 24.17%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
4,675
shares
|
$275,684
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,617
shares
|
$272,264
0.0% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
4,593
shares
|
$270,849
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Presima Inc.
|
May 15, 2025 Q1 2025 |
4,573
shares
|
$269,669
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Renaissance Group LLC
Covington, KY |
May 13, 2025 Q1 2025 |
4,568
shares
|
$269,374
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,550
shares
|
$268,313
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,536
shares
|
$267,487
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
4,522
shares
|
$266,662
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
4,446
shares
|
$262,180
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,416
shares
|
$260,411
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
4,305
shares
|
$253,865
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
4,256
shares
|
$250,976
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
4,193
shares
|
$247,261
0.0% of portfolio
|
Q1 2025
Added 68.8%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
4,164
shares
|
$245,551
0.0% of portfolio
|
Q1 2025
Reduced 88.66%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
4,138
shares
|
$244,017
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,117
shares
|
$242,779
0.01% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Apr 16, 2025 Q1 2025 |
4,083
shares
|
$240,774
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
3,977
shares
|
$234,523
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
3,950
shares
|
$232,931
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
3,919
shares
|
$231,103
0.57% of portfolio
|
Q1 2025
New holding
|