Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 391 institutions that hold shares in the stock, with a total of 52.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
72
shares
|
$3,387
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
68
shares
|
$3,199
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
68
shares
|
$3,199
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
66
shares
|
$3,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
61
shares
|
$2,870
0.0% of portfolio
|
Q2 2022
Closed
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
59
shares
|
$2,775
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51
shares
|
$2,399
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$1,882
0.0% of portfolio
|
Q2 2022
Reduced 52.94%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
40
shares
|
$1,882
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
39
shares
|
$1,834
0.0% of portfolio
|
Q1 2020
Reduced 71.74%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
33
shares
|
$1,552
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
31
shares
|
$1,458
0.0% of portfolio
|
Q2 2024
Added 63.16%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
27
shares
|
$1,270
0.0% of portfolio
|
Q3 2024
Added 145.45%
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
25
shares
|
$1,176
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
21
shares
|
$988
0.0% of portfolio
|
Q2 2020
Reduced 99.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
19
shares
|
$893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
17
shares
|
$799
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
15
shares
|
$705
0.0% of portfolio
|
Q2 2023
Reduced 68.09%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
13
shares
|
$611
0.0% of portfolio
|
Q3 2023
Added 44.44%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
13
shares
|
$611
0.0% of portfolio
|
Q2 2022
Added 62.5%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
9
shares
|
$423
0.0% of portfolio
|
Q2 2024
Reduced 78.05%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
9
shares
|
$423
0.0% of portfolio
|
Q2 2024
Reduced 83.02%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9
shares
|
$423
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
8
shares
|
$376
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
8
shares
|
$376
0.0% of portfolio
|
Q4 2023
New holding
|