Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 438 institutions that hold shares in the stock, with a total of 58.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
400
shares
|
$23,588
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
383
shares
|
$22,585
0.01% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
377
shares
|
$22,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
377
shares
|
$22,231
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
359
shares
|
$21,170
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
353
shares
|
$20,816
0.0% of portfolio
|
Q1 2025
Added 41.2%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
345
shares
|
$20,344
0.0% of portfolio
|
Q1 2025
Added 65.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
332
shares
|
$19,578
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
311
shares
|
$18,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
301
shares
|
$17,749
0.0% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
300
shares
|
$17,691
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
300
shares
|
$17,691
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
273
shares
|
$16,098
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
272
shares
|
$16,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
270
shares
|
$15,921
0.0% of portfolio
|
Q4 2024
Reduced 42.06%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$14,742
0.0% of portfolio
|
Q2 2020
Reduced 66.67%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
215
shares
|
$12,678
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
211
shares
|
$12,442
0.0% of portfolio
|
Q2 2024
Added 90.09%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
198
shares
|
$11,676
0.0% of portfolio
|
Q1 2025
Added 112.9%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
184
shares
|
$10,850
0.0% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
182
shares
|
$10,732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
182
shares
|
$10,732
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
176
shares
|
$10,378
0.0% of portfolio
|
Q2 2019
Reduced 49.43%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
168
shares
|
$9,906
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
154
shares
|
$9,081
0.0% of portfolio
|
Q4 2024
Added 7.69%
|