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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
111
shares
|
$5,291
0.0% of portfolio
|
Q4 2023
Reduced 17.78%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
106
shares
|
$5,053
0.0% of portfolio
|
Q3 2024
Reduced 25.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
101
shares
|
$4,814
0.0% of portfolio
|
Q1 2023
Added 1.0%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
100
shares
|
$4,767
0.0% of portfolio
|
Q2 2024
Reduced 65.28%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
100
shares
|
$4,767
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$4,767
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
95
shares
|
$4,528
0.0% of portfolio
|
Q3 2024
Added 39.71%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
80
shares
|
$3,813
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
78
shares
|
$3,718
0.0% of portfolio
|
Q4 2023
Reduced 43.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
77
shares
|
$3,670
0.0% of portfolio
|
Q2 2024
Reduced 30.63%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
75
shares
|
$3,575
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
75
shares
|
$3,575
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
74
shares
|
$3,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
72
shares
|
$3,432
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
68
shares
|
$3,241
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
66
shares
|
$3,146
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
61
shares
|
$2,907
0.0% of portfolio
|
Q2 2022
Closed
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
55
shares
|
$2,621
0.0% of portfolio
|
Q4 2024
Added 2650.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51
shares
|
$2,431
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$2,383
0.0% of portfolio
|
Q4 2024
Reduced 78.17%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$1,906
0.0% of portfolio
|
Q2 2022
Reduced 52.94%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
39
shares
|
$1,859
0.0% of portfolio
|
Q1 2020
Reduced 71.74%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
33
shares
|
$1,573
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
31
shares
|
$1,477
0.0% of portfolio
|
Q2 2024
Added 63.16%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
28
shares
|
$1,334
0.0% of portfolio
|
Q4 2024
Added 3.7%
|