Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 385 institutions that hold shares in the stock, with a total of 51.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
143
shares
|
$6,332
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
140
shares
|
$6,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
137
shares
|
$6,066
0.01% of portfolio
|
Q2 2022
Added 179.59%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
136
shares
|
$6,022
0.0% of portfolio
|
Q3 2020
Reduced 68.81%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
134
shares
|
$5,933
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
120
shares
|
$5,313
0.0% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
111
shares
|
$4,915
0.0% of portfolio
|
Q4 2023
Reduced 17.78%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
106
shares
|
$4,693
0.0% of portfolio
|
Q3 2024
Reduced 25.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
101
shares
|
$4,472
0.0% of portfolio
|
Q1 2023
Added 1.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
100
shares
|
$4,428
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$4,428
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
100
shares
|
$4,428
0.0% of portfolio
|
Q2 2024
Reduced 65.28%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
95
shares
|
$4,206
0.0% of portfolio
|
Q3 2024
Added 39.71%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
80
shares
|
$3,542
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
78
shares
|
$3,453
0.0% of portfolio
|
Q4 2023
Reduced 43.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
77
shares
|
$3,409
0.0% of portfolio
|
Q2 2024
Reduced 30.63%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
75
shares
|
$3,321
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
75
shares
|
$3,321
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
74
shares
|
$3,276
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
72
shares
|
$3,188
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
68
shares
|
$3,011
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
66
shares
|
$2,922
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
61
shares
|
$2,701
0.0% of portfolio
|
Q2 2022
Closed
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51
shares
|
$2,258
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$1,771
0.0% of portfolio
|
Q2 2022
Reduced 52.94%
|