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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
7,008
shares
|
$359,370
0.01% of portfolio
|
Q3 2025
Added 16.8%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,955
shares
|
$356,652
0.0% of portfolio
|
Q2 2023
Reduced 22.11%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,893
shares
|
$353,473
0.03% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
6,845
shares
|
$351,011
0.01% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
6,813
shares
|
$349,370
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
6,734
shares
|
$345,319
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
6,686
shares
|
$342,858
0.04% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
6,652
shares
|
$341,114
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
6,517
shares
|
$334,191
0.18% of portfolio
|
Q3 2025
Reduced 28.28%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
6,500
shares
|
$333,320
0.01% of portfolio
|
Q3 2025
Added 35.42%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
6,467
shares
|
$331,627
0.27% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
6,427
shares
|
$329,576
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
6,218
shares
|
$318,859
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,029
shares
|
$309,167
0.0% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,977
shares
|
$306,500
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
5,973
shares
|
$306,295
0.26% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Community Bank Of Raymore
|
Oct 14, 2025 Q3 2025 |
5,955
shares
|
$305,372
0.24% of portfolio
|
Q1 2025
Added 30.74%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
5,942
shares
|
$304,705
0.0% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,883
shares
|
$301,680
0.0% of portfolio
|
Q2 2025
Added 20.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,815
shares
|
$298,193
0.0% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
5,785
shares
|
$296,654
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
5,685
shares
|
$291,526
0.01% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
5,500
shares
|
$282,040
0.19% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
5,367
shares
|
$275,219
0.02% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,334
shares
|
$273,527
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|