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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
184
shares
|
$9,435
0.0% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
182
shares
|
$9,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
176
shares
|
$9,025
0.0% of portfolio
|
Q2 2019
Reduced 49.43%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
169
shares
|
$8,666
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
151
shares
|
$7,743
0.0% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
137
shares
|
$7,025
0.01% of portfolio
|
Q2 2022
Added 179.59%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
137
shares
|
$7,025
0.0% of portfolio
|
Q2 2025
Added 144.64%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
136
shares
|
$6,974
0.0% of portfolio
|
Q3 2020
Reduced 68.81%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
128
shares
|
$6,563
0.01% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
127
shares
|
$6,512
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
115
shares
|
$5,897
0.0% of portfolio
|
Q3 2025
Reduced 25.32%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
111
shares
|
$5,692
0.0% of portfolio
|
Q4 2023
Reduced 17.78%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
109
shares
|
$5,589
0.0% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
101
shares
|
$5,179
0.0% of portfolio
|
Q1 2023
Added 1.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$5,128
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
100
shares
|
$5,128
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
95
shares
|
$4,871
0.0% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
94
shares
|
$4,820
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
89
shares
|
$4,563
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
86
shares
|
$4,410
0.0% of portfolio
|
Q4 2024
Added 40.98%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
83
shares
|
$4,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
78
shares
|
$3,999
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
75
shares
|
$3,846
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
75
shares
|
$3,846
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
75
shares
|
$3,846
0.0% of portfolio
|
Q1 2024
New holding
|
|