Purchases and Sales Made in Q2 2025 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.2K+ 63.07% |
$442K - $601K
|
26.3K
$1.56M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6.35KNew |
$276K - $375K
|
6.35K
$377K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.81K+ 24.17% |
$253K - $344K
|
29.9K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.3K+ 94.13% |
$231K - $313K
|
10.9K
$648K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.68K+ 117.93% |
$204K - $277K
|
8.65K
$514K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.59KNew |
$200K - $271K
|
4.59K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3.77KNew |
$164K - $223K
|
3.77K
$224K
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
3.52KNew |
$153K - $208K
|
3.52K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.39K+ 83.08% |
$148K - $201K
|
7.48K
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
1.96K+ 1.5% |
$85.3K - $116K
|
133K
$7.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.51K+ 9.88% |
$65.8K - $89.4K
|
16.8K
$999K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
877+ 501.14% |
$38.2K - $51.8K
|
1.05K
$62.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
519+ 231.7% |
$22.6K - $30.7K
|
743
$44.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
475+ 5.89% |
$20.7K - $28.1K
|
8.55K
$507K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
429+ 0.98% |
$18.7K - $25.4K
|
44.2K
$2.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
262+ 3.0% |
$11.4K - $15.5K
|
8.98K
$533K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
196+ 1.7% |
$8.53K - $11.6K
|
11.7K
$695K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
167+ 8.16% |
$7.27K - $9.87K
|
2.21K
$131K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
161+ 1.44% |
$7.01K - $9.52K
|
11.3K
$671K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
148New |
$6.44K - $8.75K
|
148
$8.79K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
104+ 5.56% |
$4.53K - $6.15K
|
1.98K
$117K
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
60+ 0.05% |
$2.61K - $3.55K
|
123K
$7.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
39+ 2.01% |
$1.7K - $2.31K
|
1.98K
$118K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
36New |
$1.57K - $2.13K
|
36
$2.14K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
32New |
$1.39K - $1.89K
|
32
$1.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
17New |
$740 - $1K
|
17
$1.01K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 8.24% |
$609 - $828
|
184
$10.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9New |
$392 - $532
|
9
$534
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5+ 8.33% |
$218 - $296
|
65
$3.86K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3- 0.05% |
$131 - $177
|
5.5K
$327K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-27- 0.43% |
$1.18K - $1.6K
|
6.31K
$374K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-64- 0.85% |
$2.79K - $3.78K
|
7.48K
$444K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-187- 38.09% |
$8.14K - $11.1K
|
304
$18K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-209- 8.16% |
$9.1K - $12.4K
|
2.35K
$140K
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-222- 2.05% |
$9.66K - $13.1K
|
10.6K
$631K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-223- 18.23% |
$9.71K - $13.2K
|
1K
$59.4K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-243- 1.69% |
$10.6K - $14.4K
|
14.1K
$838K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-302- 0.67% |
$13.1K - $17.9K
|
45.1K
$2.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-510- 5.74% |
$22.2K - $30.1K
|
8.37K
$497K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1K- 9.11% |
$43.6K - $59.2K
|
9.98K
$593K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.58K- 6.78% |
$68.6K - $93.2K
|
21.7K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-2.27K- 5.61% |
$98.6K - $134K
|
38.1K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.98K- 19.73% |
$130K - $176K
|
12.1K
$721K
|