Institutional & Family Asset Management, LLC Epr Properties Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 14, 2020	SELL	$19.8 - $44.0 $990 - $2,200	-50 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$53.04 - $66.06 $901 - $1,123	17 Added 51.52%	50 $3,000
Q1 2018 May 14, 2018	BUY	$53.18 - $64.49 $1,754 - $2,128	33 New	33 $2,000

Others Institutions Holding EPR

# of Institutions

393

Shares Held

52.3M

Call Options Held

322K

Put Options Held

442K

Vanguard Group Inc Valley Forge, PA

11.3M
Shares

$531 Million
0.01% of portfolio
Black Rock Inc. New York, NY

10.5M
Shares

$492 Million
0.01% of portfolio
State Street Corp Boston, MA

3.84M
Shares

$180 Million
0.01% of portfolio
Geode Capital Management, LLC Boston, MA

1.42M
Shares

$66.4 Million
0.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

1.3M
Shares

$60.7 Million
0.01% of portfolio

View Full List

About EPR PROPERTIES

Ticker EPR
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 75,014,704
Market Cap $3.51B
Description
EPR Properties is a leading experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues which create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and ...

More about EPR

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