Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 467 institutions that hold shares in the stock, with a total of 61.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,191
shares
|
$69,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
1,133
shares
|
$66,019
0.0% of portfolio
|
Q2 2025
Added 61.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,052
shares
|
$61,300
0.0% of portfolio
|
Q2 2025
Added 501.14%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
1,000
shares
|
$58,270
0.04% of portfolio
|
Q2 2025
Reduced 18.23%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
989
shares
|
$57,629
0.0% of portfolio
|
Q2 2025
Reduced 22.25%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
950
shares
|
$55,356
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
938
shares
|
$54,657
0.0% of portfolio
|
Q2 2025
Added 201.61%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
925
shares
|
$53,899
0.01% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
886
shares
|
$51,627
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
875
shares
|
$50,986
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
743
shares
|
$43,294
0.0% of portfolio
|
Q2 2025
Added 231.7%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
727
shares
|
$42,362
0.0% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
716
shares
|
$41,721
0.01% of portfolio
|
Q2 2025
Added 49.86%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
544
shares
|
$31,698
0.0% of portfolio
|
Q2 2025
Reduced 76.74%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
542
shares
|
$31,582
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
511
shares
|
$29,775
0.06% of portfolio
|
Q3 2024
Added 1725.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
480
shares
|
$27,969
0.0% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
450
shares
|
$26,221
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
442
shares
|
$25,755
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
402
shares
|
$23,424
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
400
shares
|
$23,308
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
380
shares
|
$22,142
0.0% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
377
shares
|
$21,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
377
shares
|
$21,967
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
359
shares
|
$20,918
0.0% of portfolio
|
Q1 2025
New holding
|