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 |
|---|---|---|---|---|---|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
1,165
shares
|
$62,560
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,135
shares
|
$60,949
0.0% of portfolio
|
Q1 2025
Added 52.96%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,021
shares
|
$54,827
0.0% of portfolio
|
Q1 2025
Added 264.64%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
950
shares
|
$51,015
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
935
shares
|
$50,209
0.0% of portfolio
|
Q1 2025
Added 31.5%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
850
shares
|
$45,645
0.01% of portfolio
|
Q1 2025
Added 88.89%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
716
shares
|
$38,449
0.01% of portfolio
|
Q1 2025
Added 27.63%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
702
shares
|
$37,697
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
603
shares
|
$32,381
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
556
shares
|
$29,857
0.0% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
556
shares
|
$29,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
544
shares
|
$29,212
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
|
$28,836
0.02% of portfolio
|
Q1 2025
Added 235.63%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
534
shares
|
$28,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
511
shares
|
$27,440
0.06% of portfolio
|
Q3 2024
Added 1725.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
497
shares
|
$26,688
0.0% of portfolio
|
Q1 2025
Added 55.31%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
491
shares
|
$26,366
0.0% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
450
shares
|
$24,165
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
441
shares
|
$23,681
0.0% of portfolio
|
Q1 2025
Reduced 87.88%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
402
shares
|
$21,587
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
400
shares
|
$21,480
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
377
shares
|
$20,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
377
shares
|
$20,244
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
377
shares
|
$20,244
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
359
shares
|
$19,278
0.0% of portfolio
|
Q1 2025
New holding
|