Filing Research | EPR - EPR PPTYS Institutional Holdings

Snapshot holdings

50 / 108 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	951.1KSH	$55.2M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	74.2KSH	$4.3M
3	Swedbank AB	Shares	73.2KSH	$4.2M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	53.2KSH	$3.1M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	46.2KSH	$2.5M
6	Focus Financial Network, Inc.	Shares	42.4KSH	$2.5M
7	Hennion & Walsh Asset Management, Inc.	Shares	42.1KSH	$2.4M
8	Police & Firemen's Retirement System of New Jersey	Shares	33.0KSH	$1.9M
9	QRG CAPITAL MANAGEMENT, INC.	Shares	29.5KSH	$1.7M
10	Louisiana State Employees Retirement System	Shares	22.4KSH	$1.3M
11	1620 INVESTMENT ADVISORS, INC.	Shares	21.2KSH	$1.2M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	21.1KSH	$1.2M
13	Oak Thistle LLC	Shares	21.1KSH	$1.2M
14	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	19.3KSH	$1.1M
15	Y-Intercept (Hong Kong) Ltd	Shares	18.8KSH	$1.1M
16	WINCAP FINANCIAL LLC	Shares	18.3KSH	$1.1M
17	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	15.5KSH	$898.3K
18	FAMILY WEALTH PARTNERS, LLC	Shares	14.5KSH	$841.7K
19	Versant Capital Management, Inc	Shares	14.2KSH	$821.4K
20	Sound Stewardship, LLC	Shares	13.5KSH	$783.1K
21	Byrne Asset Management LLC	Shares	13.1KSH	$757.5K
22	IFM Investors Pty Ltd	Shares	12.2KSH	$709.9K
23	INDEPENDENT FINANCIAL GROUP, LLC	Shares	12.1KSH	$701.5K
24	BTC Capital Management, Inc.	Shares	11.9KSH	$689.5K
25	Abel Hall, LLC	Shares	11.9KSH	$688.1K
26	D.A. DAVIDSON & CO.	Shares	11.6KSH	$674.6K
27	Sequoia Financial Advisors, LLC	Shares	11.5KSH	$667.1K
28	Robeco Institutional Asset Management B.V.	Shares	10.7KSH	$617.9K
29	Optas, LLC	Shares	9.8KSH	$569.1K
30	Crossmark Global Holdings, Inc.	Shares	9.7KSH	$565.4K
31	MOODY NATIONAL BANK TRUST DIVISION	Shares	9.7KSH	$561.7K
32	RFG Advisory, LLC	Shares	9.6KSH	$555.8K
33	Teamwork Financial Advisors, LLC	Shares	9.3KSH	$537.3K
34	JACKSON SQUARE CAPITAL, LLC	Shares	9.0KSH	$522.6K
35	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.2KSH	$474.0K
36	Formidable Asset Management, LLC	Shares	7.7KSH	$443.8K
37	JAMES INVESTMENT RESEARCH, INC.	Shares	6.7KSH	$388.4K
38	RDA Financial Network	Shares	6.0KSH	$350.3K
39	SECURIAN ASSET MANAGEMENT, INC	Shares	5.6KSH	$349.1K
40	Interchange Capital Partners, LLC	Shares	5.9KSH	$339.8K
41	Wedmont Private Capital	Shares	5.5KSH	$325.1K
42	Camelot Portfolios, LLC	Shares	5.5KSH	$319.1K
43	NorthCrest Asset Manangement, LLC	Shares	4.7KSH	$281.9K
44	Merit Financial Group, LLC	Shares	4.9KSH	$281.9K
45	Wealthcare Advisory Partners LLC	Shares	4.7KSH	$272.9K
46	Cordoba Advisory Partners LLC	Shares	4.4KSH	$258.5K
47	OLD NATIONAL BANCORP /IN/	Shares	3.7KSH	$216.3K
48	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	3.7KSH	$215.5K
49	J.W. COLE ADVISORS, INC.	Shares	3.6KSH	$209.0K
50	CERTIOR FINANCIAL GROUP, LLC	Shares	3.6KSH	$207.6K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 112 loaded

#		Instrument
1	WASATCH ADVISORS LP trimmed	Shares	-22.3K	+$6.5M	$55.2M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+21.2K	+$1.7M	$4.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.4K	+$949.7K	$2.5M
4	Hennion & Walsh Asset Management, Inc. added	Shares	+7.1K	+$693.3K	$2.4M
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+4.0K	+$628.6K	$3.1M
6	Oak Thistle LLC added	Shares	+8.9K	+$615.7K	$1.2M
7	Swedbank AB added	Shares	+150	+$597.0K	$4.2M
8	Focus Financial Network, Inc. added	Shares	+1.5K	+$417.9K	$2.5M
9	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.8K	+$374.7K	$1.7M
10	Police & Firemen's Retirement System of New Jersey added	Shares	+1.7K	+$351.1K	$1.9M
11	Interchange Capital Partners, LLC new	Shares	+5.9K	+$339.8K	$339.8K
12	NorthCrest Asset Manangement, LLC new	Shares	+4.7K	+$281.9K	$281.9K
13	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+2.5K	+$280.1K	$1.1M
14	WINCAP FINANCIAL LLC added	Shares	+1.4K	+$219.6K	$1.1M
15	OLD NATIONAL BANCORP /IN/ new	Shares	+3.7K	+$216.3K	$216.3K
16	SCHNIEDERS CAPITAL MANAGEMENT, LLC. new	Shares	+3.7K	+$215.5K	$215.5K
17	J.W. COLE ADVISORS, INC. new	Shares	+3.6K	+$209.0K	$209.0K
18	CERTIOR FINANCIAL GROUP, LLC new	Shares	+3.6K	+$207.6K	$207.6K
19	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+1.6K	+$206.1K	$898.3K
20	Bright Futures Wealth Management, LLC. new	Shares	+3.5K	+$204.7K	$204.7K
21	Louisiana State Employees Retirement System added	Shares	+300	+$195.3K	$1.3M
22	Robeco Institutional Asset Management B.V. added	Shares	+1.8K	+$176.1K	$617.9K
23	FAMILY WEALTH PARTNERS, LLC added	Shares	+860	+$160.2K	$841.7K
24	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-799	+$130.5K	$1.2M
25	Wedmont Private Capital added	Shares	+1.6K	+$120.5K	$325.1K
26	BTC Capital Management, Inc. added	Shares	+343	+$112.8K	$689.5K
27	Byrne Asset Management LLC added	Shares	+132	+$111.7K	$757.5K
28	Versant Capital Management, Inc trimmed	Shares	-120	+$108.0K	$821.4K
29	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.2K	+$107.3K	$1.2M
30	IFM Investors Pty Ltd unchanged	Shares	0	+$98.5K	$709.9K
31	Abel Hall, LLC added	Shares	+26	+$96.8K	$688.1K
32	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+22	+$79.0K	$561.7K
33	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$78.5K	$565.4K
34	JACKSON SQUARE CAPITAL, LLC trimmed	Shares	-62	+$69.4K	$522.6K
35	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$68.7K	$349.1K
36	SIGNATUREFD, LLC added	Shares	+750	+$66.2K	$207.0K
37	D.A. DAVIDSON & CO. trimmed	Shares	-577	+$64.8K	$674.6K
38	RFG Advisory, LLC trimmed	Shares	-358	+$59.3K	$555.8K
39	Teamwork Financial Advisors, LLC trimmed	Shares	-373	+$55.9K	$537.3K
40	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$53.9K	$388.4K
41	Wealthcare Advisory Partners LLC added	Shares	+305	+$53.1K	$272.9K
42	Formidable Asset Management, LLC trimmed	Shares	-239	+$49.7K	$443.8K
43	Camelot Portfolios, LLC unchanged	Shares	0	+$44.3K	$319.1K
44	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-492	+$41.2K	$474.0K
45	Merit Financial Group, LLC trimmed	Shares	-20	+$38.1K	$281.9K
46	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-1.2K	+$37.4K	$701.5K
47	Cordoba Advisory Partners LLC unchanged	Shares	0	+$35.8K	$258.5K
48	StrongBox Wealth, LLC new	Shares	+600	+$34.8K	$34.8K
49	ELEVATION WEALTH PARTNERS, LLC added	Shares	+580	+$34.3K	$38.1K
50	Optas, LLC trimmed	Shares	-1.0K	+$28.8K	$569.1K

Scroll to load more