Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 449 institutions that hold shares in the stock, with a total of 59.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
480
shares
|
$25,598
0.0% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
450
shares
|
$23,998
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
442
shares
|
$23,571
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
402
shares
|
$21,438
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
400
shares
|
$21,332
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
380
shares
|
$20,265
0.0% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
377
shares
|
$20,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
377
shares
|
$20,105
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
359
shares
|
$19,145
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
332
shares
|
$17,705
0.0% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
304
shares
|
$16,212
0.0% of portfolio
|
Q2 2025
Reduced 38.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
301
shares
|
$16,052
0.0% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
300
shares
|
$15,999
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
300
shares
|
$15,999
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
273
shares
|
$14,559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
272
shares
|
$14,505
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
270
shares
|
$14,399
0.0% of portfolio
|
Q4 2024
Reduced 42.06%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
257
shares
|
$13,705
0.01% of portfolio
|
Q2 2025
Reduced 82.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
250
shares
|
$13,332
0.0% of portfolio
|
Q2 2020
Reduced 66.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
231
shares
|
$12,319
0.0% of portfolio
|
Q2 2025
Added 72.39%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
215
shares
|
$11,465
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
211
shares
|
$11,252
0.0% of portfolio
|
Q2 2024
Added 90.09%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
202
shares
|
$10,772
0.0% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
200
shares
|
$10,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
184
shares
|
$9,812
0.0% of portfolio
|
Q2 2025
Added 8.24%
|