Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 431 institutions that hold shares in the stock, with a total of 58.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
111
shares
|
$5,960
0.0% of portfolio
|
Q4 2023
Reduced 17.78%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
106
shares
|
$5,692
0.0% of portfolio
|
Q3 2024
Reduced 25.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
101
shares
|
$5,423
0.0% of portfolio
|
Q1 2023
Added 1.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$5,370
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
88
shares
|
$4,725
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
86
shares
|
$4,618
0.0% of portfolio
|
Q4 2024
Added 40.98%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
83
shares
|
$4,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
75
shares
|
$4,027
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
75
shares
|
$4,027
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
71
shares
|
$3,812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
68
shares
|
$3,651
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
66
shares
|
$3,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
60
shares
|
$3,222
0.0% of portfolio
|
Q1 2025
Added 81.82%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
56
shares
|
$3,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
56
shares
|
$3,007
0.0% of portfolio
|
Q1 2025
Reduced 87.93%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51
shares
|
$2,738
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
50
shares
|
$2,685
0.0% of portfolio
|
Q4 2024
Reduced 78.17%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$2,148
0.0% of portfolio
|
Q2 2022
Reduced 52.94%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
39
shares
|
$2,094
0.0% of portfolio
|
Q1 2020
Reduced 71.74%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
34
shares
|
$1,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
32
shares
|
$1,718
0.0% of portfolio
|
Q1 2025
Added 88.24%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
31
shares
|
$1,664
0.0% of portfolio
|
Q2 2024
Added 63.16%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
28
shares
|
$1,503
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
27
shares
|
$1,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
27
shares
|
$1,449
0.0% of portfolio
|
Q1 2025
Added 3.85%
|