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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
466
shares
|
$20,643
0.0% of portfolio
|
Q3 2024
Added 412.09%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
450
shares
|
$19,935
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
450
shares
|
$19,935
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
449
shares
|
$19,890
0.0% of portfolio
|
Q3 2024
Reduced 54.09%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
426
shares
|
$18,871
0.0% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
377
shares
|
$16,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
377
shares
|
$16,701
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
367
shares
|
$16,258
0.0% of portfolio
|
Q3 2024
Added 2723.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
350
shares
|
$15,504
0.0% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
324
shares
|
$14,353
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
322
shares
|
$14,264
0.0% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
320
shares
|
$14,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
300
shares
|
$13,290
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
300
shares
|
$13,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
280
shares
|
$12,404
0.0% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
274
shares
|
$12,138
0.0% of portfolio
|
Q3 2024
Reduced 37.44%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
273
shares
|
$12,093
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
272
shares
|
$12,049
0.0% of portfolio
|
Q1 2024
Added 4.78%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
253
shares
|
$11,207
0.0% of portfolio
|
Q3 2024
Reduced 40.33%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$11,075
0.0% of portfolio
|
Q2 2020
Reduced 66.67%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
229
shares
|
$10,144
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
215
shares
|
$9,524
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
211
shares
|
$9,347
0.0% of portfolio
|
Q3 2022
Reduced 8.66%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
211
shares
|
$9,347
0.0% of portfolio
|
Q2 2024
Added 90.09%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
176
shares
|
$7,796
0.0% of portfolio
|
Q2 2019
Reduced 49.43%
|