Purchases and Sales Made in Q1 2025 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q1 2025. The information is specifically focused on institutions that hold shares of EPR PROPERTIES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
168New |
$7.39K - $9.04K
|
168
$9.97K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
155+ 27.63% |
$6.82K - $8.34K
|
716
$42.5K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
140+ 25.18% |
$6.16K - $7.53K
|
696
$41.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
136+ 65.07% |
$5.98K - $7.32K
|
345
$20.5K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
134New |
$5.89K - $7.21K
|
134
$7.96K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
125New |
$5.5K - $6.73K
|
125
$7.42K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
115+ 209.09% |
$5.06K - $6.19K
|
170
$10.1K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
111+ 2.2% |
$4.88K - $5.97K
|
5.16K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
105+ 112.9% |
$4.62K - $5.65K
|
198
$11.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
103+ 41.2% |
$4.53K - $5.54K
|
353
$21K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
100+ 0.73% |
$4.4K - $5.38K
|
13.9K
$822K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
91+ 0.1% |
$4K - $4.9K
|
92.2K
$5.47M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
88New |
$3.87K - $4.74K
|
88
$5.22K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
83New |
$3.65K - $4.47K
|
83
$4.93K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
75+ 0.5% |
$3.3K - $4.04K
|
15.1K
$899K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
71New |
$3.12K - $3.82K
|
71
$4.22K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70+ 66.67% |
$3.08K - $3.77K
|
175
$10.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
70+ 45.45% |
$3.08K - $3.77K
|
224
$13.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
60+ 0.61% |
$2.64K - $3.23K
|
9.96K
$591K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
58+ 4.22% |
$2.55K - $3.12K
|
1.43K
$85.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
56New |
$2.46K - $3.01K
|
56
$3.32K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50+ 14.29% |
$2.2K - $2.69K
|
400
$23.7K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
45+ 0.25% |
$1.98K - $2.42K
|
17.9K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
42+ 9.35% |
$1.85K - $2.26K
|
491
$29.2K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 6.31% |
$1.45K - $1.78K
|
556
$33K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
32New |
$1.41K - $1.72K
|
32
$1.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
29+ 10.66% |
$1.28K - $1.56K
|
301
$17.9K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28+ 1.49% |
$1.23K - $1.51K
|
1.91K
$113K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
27+ 81.82% |
$1.19K - $1.45K
|
60
$3.56K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
16New |
$704 - $861
|
16
$950
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15+ 1.07% |
$660 - $807
|
1.42K
$84.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
15+ 88.24% |
$660 - $807
|
32
$1.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
12+ 0.11% |
$528 - $646
|
11.1K
$662K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 240.0% |
$528 - $646
|
17
$1.01K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 10.0% |
$484 - $592
|
121
$7.18K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
10+ 0.01% |
$440 - $538
|
86.7K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
8+ 0.05% |
$352 - $430
|
16.8K
$1M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6+ 1.59% |
$264 - $323
|
383
$22.7K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5+ 0.04% |
$220 - $269
|
11.5K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.91% |
$132 - $161
|
332
$19.7K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
1New |
$44 - $53.8
|
1
$59.4
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 3.85% |
$44 - $53.8
|
27
$1.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-17- 1.32% |
$748 - $915
|
1.27K
$75.5K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-29- 0.21% |
$1.28K - $1.56K
|
13.7K
$814K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-67- 0.17% |
$2.95K - $3.61K
|
38.9K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-67- 3.17% |
$2.95K - $3.61K
|
2.05K
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-68- 11.11% |
$2.99K - $3.66K
|
544
$32.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-125- 6.04% |
$5.5K - $6.73K
|
1.94K
$115K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-139- 0.88% |
$6.11K - $7.48K
|
15.6K
$925K
|