Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 381 institutions that hold shares in the stock, with a total of 51.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
6,218
shares
|
$296,412
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
6,185
shares
|
$294,838
0.06% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
6,045
shares
|
$288,165
0.22% of portfolio
|
Q2 2024
Reduced 9.37%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
5,974
shares
|
$284,780
0.04% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
5,888
shares
|
$280,680
0.01% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,849
shares
|
$278,821
0.0% of portfolio
|
Q3 2024
Added 21.68%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,815
shares
|
$277,201
0.0% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jan 07, 2025 Q4 2024 |
5,708
shares
|
$272,100
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,704
shares
|
$271,909
0.01% of portfolio
|
Q3 2024
Added 45.29%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,675
shares
|
$270,527
0.0% of portfolio
|
Q3 2024
Reduced 9.69%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
5,610
shares
|
$267,428
0.01% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,476
shares
|
$261,040
0.0% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5,379
shares
|
$256,416
0.0% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,202
shares
|
$247,979
0.01% of portfolio
|
Q3 2023
Added 19.37%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,145
shares
|
$245,262
0.0% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,002
shares
|
$238,445
0.0% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$238,350
0.0% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,881
shares
|
$232,677
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
4,869
shares
|
$232,105
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,700
shares
|
$224,049
0.01% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
4,695
shares
|
$223,810
0.01% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,679
shares
|
$223,047
0.0% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
4,583
shares
|
$218,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
4,555
shares
|
$217,136
0.16% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
4,522
shares
|
$215,563
0.07% of portfolio
|
Q3 2024
Reduced 80.09%
|