Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 385 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 $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,829
shares
|
$81,024
0.06% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,788
shares
|
$79,208
0.0% of portfolio
|
Q3 2024
Reduced 45.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,692
shares
|
$74,955
0.0% of portfolio
|
Q2 2020
Added 15.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,608
shares
|
$71,234
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
1,562
shares
|
$69,196
0.0% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,554
shares
|
$68,842
0.01% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,474
shares
|
$65,298
0.0% of portfolio
|
Q3 2024
Added 42.28%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
1,381
shares
|
$61,178
0.0% of portfolio
|
Q3 2024
Reduced 65.69%
|
|
|
Emc Capital Management
Houston, TX |
Oct 28, 2024 Q3 2024 |
1,338
shares
|
$59,273
0.38% of portfolio
|
Q3 2024
Reduced 84.8%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
1,289
shares
|
$57,102
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,127
shares
|
$49,926
0.0% of portfolio
|
Q4 2024
Added 36.61%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,116
shares
|
$49,438
0.0% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,008
shares
|
$44,654
0.0% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
950
shares
|
$42,085
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
839
shares
|
$37,167
0.0% of portfolio
|
Q3 2024
Added 43.66%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
760
shares
|
$33,668
0.0% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
709
shares
|
$31,408
0.0% of portfolio
|
Q3 2024
Added 67.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
629
shares
|
$27,864
0.0% of portfolio
|
Q3 2024
Added 85.55%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
603
shares
|
$26,712
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
562
shares
|
$24,896
0.0% of portfolio
|
Q3 2024
Reduced 48.11%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
560
shares
|
$24,808
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
556
shares
|
$24,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
513
shares
|
$22,725
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
511
shares
|
$22,637
0.06% of portfolio
|
Q3 2024
Added 1725.0%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
486
shares
|
$21,529
0.01% of portfolio
|
Q3 2024
New holding
|