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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
137
shares
|
$7,982
0.01% of portfolio
|
Q2 2022
Added 179.59%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
136
shares
|
$7,924
0.0% of portfolio
|
Q3 2020
Reduced 68.81%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
126
shares
|
$7,342
0.01% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
112
shares
|
$6,526
0.0% of portfolio
|
Q2 2025
Reduced 58.52%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
111
shares
|
$6,467
0.0% of portfolio
|
Q4 2023
Reduced 17.78%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
108
shares
|
$6,293
0.0% of portfolio
|
Q2 2025
Reduced 71.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
101
shares
|
$5,885
0.0% of portfolio
|
Q1 2023
Added 1.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$5,827
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
97
shares
|
$5,652
0.0% of portfolio
|
Q2 2025
Added 73.21%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
86
shares
|
$5,011
0.0% of portfolio
|
Q4 2024
Added 40.98%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
83
shares
|
$4,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
75
shares
|
$4,370
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
75
shares
|
$4,370
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
71
shares
|
$4,137
0.0% of portfolio
|
Q2 2025
Reduced 41.32%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
71
shares
|
$4,137
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
68
shares
|
$3,962
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
66
shares
|
$3,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
65
shares
|
$3,787
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
59
shares
|
$3,437
0.0% of portfolio
|
Q2 2025
Reduced 95.66%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51
shares
|
$2,971
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
50
shares
|
$2,913
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$2,330
0.0% of portfolio
|
Q2 2022
Reduced 52.94%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
39
shares
|
$2,272
0.0% of portfolio
|
Q1 2020
Reduced 71.74%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
36
shares
|
$2,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
34
shares
|
$1,981
0.0% of portfolio
|
Q4 2024
New holding
|