Purchases and Sales Made in Q4 2025 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q4 2025. The information is specifically focused on institutions that hold shares of EPR PROPERTIES.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
BUY
|
- |
15.2K+ 67.82% |
$744K - $886K
|
37.6K
$1.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.5K+ 184.88% |
$712K - $848K
|
22.4K
$1.15M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
12.8KNew |
$626K - $746K
|
12.8K
$656K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.8K+ 5.4% |
$529K - $630K
|
211K
$10.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.41KNew |
$461K - $549K
|
9.41K
$482K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
9.15K+ 18.8% |
$448K - $533K
|
57.8K
$2.96M
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
6.98K+ 116.86% |
$342K - $407K
|
13K
$664K
|
|
|
Jan 21, 2026
Q4 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
5.12KNew |
$251K - $298K
|
5.12K
$262K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.92K+ 17.96% |
$241K - $287K
|
32.3K
$1.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
4.85K+ 1.06% |
$238K - $283K
|
464K
$23.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.95K+ 206.96% |
$194K - $231K
|
5.86K
$301K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.27K+ 7.11% |
$160K - $191K
|
49.2K
$2.52M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
2.95K+ 10.63% |
$145K - $172K
|
30.7K
$1.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.54K+ 26.77% |
$124K - $148K
|
12K
$616K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.23K+ 6.32% |
$109K - $130K
|
37.5K
$1.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
BUY
|
- |
1.8K+ 11.61% |
$88.1K - $105K
|
17.3K
$887K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.51K+ 15.92% |
$74.1K - $88.3K
|
11K
$565K
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.34K+ 1.6% |
$65.5K - $78K
|
84.7K
$4.35M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.07K+ 5.16% |
$52.3K - $62.3K
|
21.8K
$1.12M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
460+ 10.09% |
$22.5K - $26.8K
|
5.02K
$257K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
454+ 2.33% |
$22.2K - $26.5K
|
19.9K
$1.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
264+ 2.34% |
$12.9K - $15.4K
|
11.5K
$592K
|
|
|
Jan 14, 2026
Q4 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
258+ 1.68% |
$12.6K - $15K
|
15.6K
$799K
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
229+ 2.05% |
$11.2K - $13.4K
|
11.4K
$586K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
222+ 48.16% |
$10.9K - $12.9K
|
683
$35K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
215New |
$10.5K - $12.5K
|
215
$11K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
143+ 6.18% |
$7K - $8.34K
|
2.46K
$126K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
63+ 45.99% |
$3.09K - $3.67K
|
200
$10.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
38+ 3.13% |
$1.86K - $2.22K
|
1.25K
$64.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 3.26% |
$490 - $583
|
317
$16.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.37% |
$97.9 - $117
|
546
$28K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 3.45% |
$49 - $58.3
|
30
$1.54K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.23% |
$49 - $58.3
|
444
$22.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-4- 4.26% |
$196 - $233
|
90
$4.62K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-25- 39.68% |
$1.22K - $1.46K
|
38
$1.95K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-45- 0.32% |
$2.2K - $2.62K
|
14.2K
$730K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-58- 2.93% |
$2.84K - $3.38K
|
1.92K
$98.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-60- 1.47% |
$2.94K - $3.5K
|
4.03K
$207K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-81- 9.41% |
$3.97K - $4.72K
|
780
$40K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.47% |
$4.9K - $5.83K
|
21.1K
$1.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-340- 0.97% |
$16.6K - $19.8K
|
34.7K
$1.78M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-466- 10.41% |
$22.8K - $27.2K
|
4.01K
$206K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-478- 5.71% |
$23.4K - $27.9K
|
7.89K
$405K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-519- 2.16% |
$25.4K - $30.3K
|
23.6K
$1.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-651- 0.71% |
$31.9K - $38K
|
91.4K
$4.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-977- 9.8% |
$47.8K - $57K
|
8.99K
$461K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-979- 11.23% |
$47.9K - $57.1K
|
7.74K
$397K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.31K- 12.86% |
$64K - $76.2K
|
8.86K
$454K
|
|
|
Jan 21, 2026
Q4 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-1.31K- 13.15% |
$64.2K - $76.4K
|
8.65K
$444K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.68K- 15.01% |
$82.3K - $98K
|
9.51K
$488K
|
|