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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
23
shares
|
$1,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
22
shares
|
$1,181
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
21
shares
|
$1,127
0.0% of portfolio
|
Q2 2020
Reduced 99.08%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
19
shares
|
$1,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
18
shares
|
$966
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
17
shares
|
$912
0.0% of portfolio
|
Q1 2025
Added 240.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
16
shares
|
$859
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
15
shares
|
$805
0.0% of portfolio
|
Q2 2023
Reduced 68.09%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
13
shares
|
$698
0.0% of portfolio
|
Q2 2022
Added 62.5%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
13
shares
|
$698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
13
shares
|
$698
0.0% of portfolio
|
Q3 2023
Added 44.44%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9
shares
|
$483
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
8
shares
|
$429
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7
shares
|
$375
0.0% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1
shares
|
$53
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|