Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 508 institutions that hold shares in the stock, with a total of 60.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Wealth Partners, LLC
Matthews, NC |
Nov 12, 2025 Q3 2025 |
11,193
shares
|
$573,977
0.24% of portfolio
|
Q3 2025
Added 49.74%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
11,189
shares
|
$573,771
0.06% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
11,178
shares
|
$573,207
0.0% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,030
shares
|
$565,618
0.02% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,022
shares
|
$565,208
0.0% of portfolio
|
Q3 2025
Reduced 17.28%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
10,922
shares
|
$560,080
0.3% of portfolio
|
Q2 2025
Added 94.13%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
10,850
shares
|
$556,388
0.11% of portfolio
|
Q3 2025
Added 70.89%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
10,842
shares
|
$555,977
0.02% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
10,759
shares
|
$551,721
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
10,638
shares
|
$545,516
0.0% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
10,446
shares
|
$535,670
0.04% of portfolio
|
Q3 2025
Added 15.6%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
10,162
shares
|
$521,107
0.01% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,120
shares
|
$518,953
0.05% of portfolio
|
Q3 2022
Added 13.43%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
10,080
shares
|
$516,902
0.0% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
9,974
shares
|
$511,466
0.0% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
9,969
shares
|
$511,210
0.07% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
9,960
shares
|
$510,748
0.14% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
9,913
shares
|
$508,338
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,824
shares
|
$503,774
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
9,774
shares
|
$501,210
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
9,727
shares
|
$498,800
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
9,598
shares
|
$492,185
0.0% of portfolio
|
Q3 2025
Reduced 14.76%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
9,526
shares
|
$488,493
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
9,508
shares
|
$487,570
0.04% of portfolio
|
Q3 2025
Added 11.26%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
9,472
shares
|
$485,724
0.08% of portfolio
|
Q3 2025
Added 5.44%
|
|