Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 385 institutions that hold shares in the stock, with a total of 51.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
14,456
shares
|
$640,111
0.0% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
14,104
shares
|
$624,525
0.28% of portfolio
|
Q1 2024
Added 78.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
14,031
shares
|
$621,292
0.0% of portfolio
|
Q3 2024
Added 34.02%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
13,954
shares
|
$617,883
0.22% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
13,858
shares
|
$613,632
0.0% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
13,750
shares
|
$608,850
0.03% of portfolio
|
Q1 2022
Reduced 28.01%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
13,547
shares
|
$599,861
0.3% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,490
shares
|
$597,337
0.01% of portfolio
|
Q3 2024
Added 101.52%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
13,441
shares
|
$595,167
0.03% of portfolio
|
Q3 2024
Added 53.4%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
13,238
shares
|
$586,178
0.05% of portfolio
|
Q3 2024
Added 157.8%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
13,227
shares
|
$585,691
0.01% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
12,937
shares
|
$572,850
0.0% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
12,899
shares
|
$571,167
0.02% of portfolio
|
Q1 2024
Added 8.0%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
12,700
shares
|
$562,356
0.01% of portfolio
|
Q3 2024
Reduced 58.5%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
12,450
shares
|
$551,286
0.07% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
12,146
shares
|
$537,824
0.0% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
11,503
shares
|
$509,352
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
11,421
shares
|
$505,721
0.06% of portfolio
|
Q3 2024
Added 62.18%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
10,537
shares
|
$466,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,400
shares
|
$460,512
0.03% of portfolio
|
Q3 2024
Reduced 14.75%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,120
shares
|
$448,113
0.05% of portfolio
|
Q3 2022
Added 13.43%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
10,066
shares
|
$445,722
0.01% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
10,038
shares
|
$444,482
0.0% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
9,720
shares
|
$430,401
0.0% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
9,580
shares
|
$424,202
0.12% of portfolio
|
Q3 2024
New holding
|