Institutional Ownership Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR). We have compiled data on the 507 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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
71
shares
|
$3,640
0.0% of portfolio
|
Q2 2025
Reduced 41.32%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
66
shares
|
$3,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
65
shares
|
$3,333
0.0% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
59
shares
|
$3,025
0.0% of portfolio
|
Q2 2025
Reduced 95.66%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
56
shares
|
$2,871
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
51
shares
|
$2,615
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
50
shares
|
$2,564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
46
shares
|
$2,358
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
42
shares
|
$2,153
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
40
shares
|
$2,051
0.0% of portfolio
|
Q3 2025
Reduced 99.5%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$2,051
0.0% of portfolio
|
Q2 2022
Reduced 52.94%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
39
shares
|
$1,999
0.0% of portfolio
|
Q1 2020
Reduced 71.74%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
38
shares
|
$1,948
0.0% of portfolio
|
Q4 2025
Reduced 39.68%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
34
shares
|
$1,743
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
31
shares
|
$1,589
0.0% of portfolio
|
Q2 2024
Added 63.16%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
29
shares
|
$1,487
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
28
shares
|
$1,435
0.0% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
28
shares
|
$1,435
0.0% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
22
shares
|
$1,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
21
shares
|
$1,076
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
21
shares
|
$1,076
0.0% of portfolio
|
Q2 2020
Reduced 99.08%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
20
shares
|
$1,025
0.0% of portfolio
|
Q3 2025
Added 122.22%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
19
shares
|
$974
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
19
shares
|
$974
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
19
shares
|
$974
0.0% of portfolio
|
Q2 2025
Added 5.56%
|
|