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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
335
shares
|
$19,520
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
307
shares
|
$17,888
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
304
shares
|
$17,714
0.0% of portfolio
|
Q2 2025
Reduced 38.09%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
300
shares
|
$17,481
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
300
shares
|
$17,481
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
273
shares
|
$15,907
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
257
shares
|
$14,975
0.01% of portfolio
|
Q2 2025
Reduced 82.87%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
257
shares
|
$14,975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
254
shares
|
$14,800
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$14,567
0.0% of portfolio
|
Q2 2020
Reduced 66.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
231
shares
|
$13,460
0.0% of portfolio
|
Q2 2025
Added 72.39%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
215
shares
|
$12,528
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
211
shares
|
$12,294
0.0% of portfolio
|
Q2 2024
Added 90.09%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
202
shares
|
$11,770
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
200
shares
|
$11,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
184
shares
|
$10,721
0.0% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
182
shares
|
$10,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
182
shares
|
$10,605
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
176
shares
|
$10,255
0.0% of portfolio
|
Q2 2019
Reduced 49.43%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
175
shares
|
$10,197
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
168
shares
|
$9,789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
154
shares
|
$8,973
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
148
shares
|
$8,623
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
143
shares
|
$8,332
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
137
shares
|
$7,982
0.0% of portfolio
|
Q2 2025
Added 144.64%
|