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 |
|---|---|---|---|---|---|
|
Renaissance Group LLC
Covington, KY |
Aug 11, 2025 Q2 2025 |
4,439
shares
|
$258,660
0.01% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Affinity Investment Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,399
shares
|
$256,329
0.2% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,368
shares
|
$254,523
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
4,355
shares
|
$253,765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,321
shares
|
$251,784
0.01% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
4,246
shares
|
$247,414
0.01% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,086
shares
|
$238,091
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
3,995
shares
|
$232,788
0.0% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,994
shares
|
$232,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,980
shares
|
$231,914
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
3,950
shares
|
$230,166
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
3,919
shares
|
$228,360
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,879
shares
|
$226,029
0.0% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
3,810
shares
|
$222,008
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
3,769
shares
|
$219,619
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
3,701
shares
|
$215,657
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,655
shares
|
$212,976
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
3,626
shares
|
$211,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Financial Services
|
Aug 06, 2025 Q2 2025 |
3,569
shares
|
$207,965
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Jul 11, 2025 Q2 2025 |
3,523
shares
|
$205,285
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
3,519
shares
|
$205,052
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
3,497
shares
|
$203,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
3,000
shares
|
$174,810
0.01% of portfolio
|
Q2 2020
Reduced 28.98%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
2,943
shares
|
$171,488
0.06% of portfolio
|
Q2 2025
Reduced 14.42%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,878
shares
|
$167,701
0.0% of portfolio
|
Q2 2025
Added 153.57%
|