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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
32
shares
|
$1,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
31
shares
|
$1,806
0.0% of portfolio
|
Q2 2024
Added 63.16%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
29
shares
|
$1,689
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
28
shares
|
$1,631
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
27
shares
|
$1,573
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
25
shares
|
$1,456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
23
shares
|
$1,340
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
22
shares
|
$1,281
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
21
shares
|
$1,223
0.0% of portfolio
|
Q2 2020
Reduced 99.08%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
20
shares
|
$1,165
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
19
shares
|
$1,107
0.0% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
19
shares
|
$1,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
17
shares
|
$990
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
17
shares
|
$990
0.0% of portfolio
|
Q2 2025
Reduced 46.88%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
15
shares
|
$874
0.0% of portfolio
|
Q2 2023
Reduced 68.09%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
14
shares
|
$815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
13
shares
|
$757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
13
shares
|
$757
0.0% of portfolio
|
Q2 2022
Added 62.5%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
13
shares
|
$757
0.0% of portfolio
|
Q3 2023
Added 44.44%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
10
shares
|
$582
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
9
shares
|
$524
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9
shares
|
$524
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
8
shares
|
$466
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
7
shares
|
$407
0.0% of portfolio
|
Q3 2024
Added 40.0%
|