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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,280
shares
|
$75,481
0.0% of portfolio
|
Q1 2025
Reduced 29.9%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
1,272
shares
|
$75,009
0.0% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,191
shares
|
$70,233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
1,165
shares
|
$68,700
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,135
shares
|
$66,930
0.0% of portfolio
|
Q1 2025
Added 52.96%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,052
shares
|
$62,036
0.0% of portfolio
|
Q2 2025
Added 501.14%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,021
shares
|
$60,208
0.0% of portfolio
|
Q1 2025
Added 264.64%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$58,970
0.04% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
950
shares
|
$56,021
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
935
shares
|
$55,136
0.0% of portfolio
|
Q1 2025
Added 31.5%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
850
shares
|
$50,124
0.01% of portfolio
|
Q1 2025
Added 88.89%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
743
shares
|
$43,814
0.0% of portfolio
|
Q2 2025
Added 231.7%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
716
shares
|
$42,222
0.01% of portfolio
|
Q1 2025
Added 27.63%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
702
shares
|
$41,396
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
696
shares
|
$41,043
0.0% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
603
shares
|
$35,558
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
556
shares
|
$32,787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
544
shares
|
$32,079
0.01% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
537
shares
|
$31,666
0.02% of portfolio
|
Q1 2025
Added 235.63%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
511
shares
|
$30,133
0.06% of portfolio
|
Q3 2024
Added 1725.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
497
shares
|
$29,308
0.0% of portfolio
|
Q1 2025
Added 55.31%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
491
shares
|
$28,954
0.0% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
450
shares
|
$26,536
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
441
shares
|
$26,005
0.0% of portfolio
|
Q1 2025
Reduced 87.88%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
402
shares
|
$23,705
0.01% of portfolio
|
Q1 2025
New holding
|