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 |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
39
shares
|
$1,726
0.0% of portfolio
|
Q1 2020
Reduced 71.74%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
33
shares
|
$1,461
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
31
shares
|
$1,372
0.0% of portfolio
|
Q2 2024
Added 63.16%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
27
shares
|
$1,195
0.0% of portfolio
|
Q3 2024
Added 145.45%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
26
shares
|
$1,151
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
21
shares
|
$929
0.0% of portfolio
|
Q2 2020
Reduced 99.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
19
shares
|
$841
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
18
shares
|
$797
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
17
shares
|
$752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
15
shares
|
$664
0.0% of portfolio
|
Q2 2023
Reduced 68.09%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
14
shares
|
$619
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
13
shares
|
$575
0.0% of portfolio
|
Q3 2023
Added 44.44%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
13
shares
|
$575
0.0% of portfolio
|
Q2 2022
Added 62.5%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9
shares
|
$398
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
9
shares
|
$398
0.0% of portfolio
|
Q2 2024
Reduced 78.05%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
8
shares
|
$354
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
7
shares
|
$309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
7
shares
|
$309
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
5
shares
|
$221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
4
shares
|
$177
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
2
shares
|
$88
0.0% of portfolio
|
Q3 2024
New holding
|