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 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
12.2K+ 14.96% |
$530K - $720K
|
93.5K
$5.45M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.6K+ 2.22% |
$505K - $686K
|
535K
$31.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
BUY
|
- |
11.2KNew |
$489K - $664K
|
11.2K
$654K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
10.8KNew |
$469K - $637K
|
10.8K
$628K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.2K+ 63.07% |
$442K - $601K
|
26.3K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.23KNew |
$402K - $545K
|
9.23K
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
9.22KNew |
$401K - $545K
|
9.22K
$537K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
9.09KNew |
$396K - $537K
|
9.09K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.04K+ 11.81% |
$393K - $534K
|
85.6K
$4.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
9.04KNew |
$393K - $534K
|
9.04K
$527K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.98K+ 215.71% |
$391K - $531K
|
13.1K
$766K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.92KNew |
$388K - $527K
|
8.92K
$520K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.73K+ 192.46% |
$380K - $516K
|
13.3K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.47KNew |
$369K - $501K
|
8.47K
$494K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
8.15K+ 10.99% |
$355K - $482K
|
82.3K
$4.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
8KNew |
$348K - $473K
|
8K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8KNew |
$348K - $473K
|
8K
$466K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.81KNew |
$340K - $461K
|
7.81K
$455K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.72K+ 0.92% |
$336K - $456K
|
847K
$49.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.72K+ 179.23% |
$336K - $456K
|
12K
$700K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
7.7K+ 50.81% |
$335K - $455K
|
22.8K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.34K+ 8.05% |
$319K - $434K
|
98.5K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.05KNew |
$307K - $417K
|
7.05K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
6.96K+ 32.66% |
$303K - $411K
|
28.3K
$1.65M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.77KNew |
$294K - $400K
|
6.77K
$394K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.52K+ 4.21% |
$284K - $385K
|
161K
$9.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.42K+ 75.67% |
$279K - $379K
|
14.9K
$868K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
6.35KNew |
$276K - $375K
|
6.35K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
6.07K+ 5.42% |
$264K - $359K
|
118K
$6.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.81K+ 24.17% |
$253K - $344K
|
29.9K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
5.68K+ 6.55% |
$247K - $336K
|
92.4K
$5.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.67KNew |
$247K - $335K
|
5.67K
$330K
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
5.41KNew |
$236K - $320K
|
5.41K
$315K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
5.35K+ 86.76% |
$233K - $316K
|
11.5K
$671K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.3K+ 94.13% |
$231K - $313K
|
10.9K
$636K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.2KNew |
$226K - $307K
|
5.2K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.11KNew |
$222K - $302K
|
5.11K
$297K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
4.8KNew |
$209K - $284K
|
4.8K
$280K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.68K+ 117.93% |
$204K - $277K
|
8.65K
$504K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.64K+ 7.75% |
$202K - $275K
|
64.6K
$3.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.59KNew |
$200K - $271K
|
4.59K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
4.53KNew |
$197K - $268K
|
4.53K
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.52K+ 89.55% |
$197K - $267K
|
9.56K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.37KNew |
$190K - $258K
|
4.37K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.36KNew |
$190K - $257K
|
4.36K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.09KNew |
$178K - $242K
|
4.09K
$238K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.99KNew |
$174K - $236K
|
3.99K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.98KNew |
$173K - $235K
|
3.98K
$232K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.89K+ 6.7% |
$170K - $230K
|
62K
$3.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.88K+ 54.02% |
$169K - $229K
|
11.1K
$645K
|