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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
353
shares
|
$18,956
0.0% of portfolio
|
Q1 2025
Added 41.2%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
345
shares
|
$18,526
0.0% of portfolio
|
Q1 2025
Added 65.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
332
shares
|
$17,828
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
311
shares
|
$16,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
301
shares
|
$16,163
0.0% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
300
shares
|
$16,110
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
300
shares
|
$16,110
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
273
shares
|
$14,660
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
272
shares
|
$14,606
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
270
shares
|
$14,499
0.0% of portfolio
|
Q4 2024
Reduced 42.06%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$13,425
0.0% of portfolio
|
Q2 2020
Reduced 66.67%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
224
shares
|
$12,028
0.0% of portfolio
|
Q1 2025
Added 45.45%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
215
shares
|
$11,545
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
211
shares
|
$11,330
0.0% of portfolio
|
Q2 2024
Added 90.09%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
198
shares
|
$10,632
0.0% of portfolio
|
Q1 2025
Added 112.9%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
182
shares
|
$9,773
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
182
shares
|
$9,773
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
176
shares
|
$9,451
0.0% of portfolio
|
Q2 2019
Reduced 49.43%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
175
shares
|
$9,397
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
170
shares
|
$9,129
0.0% of portfolio
|
Q1 2025
Added 209.09%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
168
shares
|
$9,021
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
154
shares
|
$8,269
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
137
shares
|
$7,356
0.01% of portfolio
|
Q2 2022
Added 179.59%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
136
shares
|
$7,303
0.0% of portfolio
|
Q3 2020
Reduced 68.81%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
134
shares
|
$7,195
0.0% of portfolio
|
Q1 2025
New holding
|