Purchases and Sales Made in Q1 2023 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.8K+ 15.25% |
$62K - $78.3K
|
13.6K
$627K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.43K+ 12.45% |
$49.3K - $62.3K
|
12.9K
$596K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 21.09% |
$45.6K - $57.7K
|
7.61K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.26K+ 16.67% |
$43.4K - $54.8K
|
8.82K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.2K+ 9.03% |
$41.4K - $52.3K
|
14.5K
$669K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.15K+ 4.78% |
$39.6K - $50K
|
25.2K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.06KNew |
$36.6K - $46.2K
|
1.06K
$49K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.05K+ 2.2% |
$36.3K - $45.8K
|
48.9K
$2.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
950New |
$32.7K - $41.3K
|
950
$43.8K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
926+ 1102.38% |
$31.9K - $40.3K
|
1.01K
$46.6K
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
925+ 6.85% |
$31.8K - $40.2K
|
14.4K
$665K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
826+ 14.95% |
$28.4K - $35.9K
|
6.35K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
816+ 9.89% |
$28.1K - $35.5K
|
9.07K
$418K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
764New |
$26.3K - $33.2K
|
764
$35.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
701+ 5.28% |
$24.1K - $30.5K
|
14K
$645K
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
701+ 5.28% |
$24.1K - $30.5K
|
14K
$645K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
629+ 29.48% |
$21.7K - $27.4K
|
2.76K
$127K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
591+ 38.06% |
$20.3K - $25.7K
|
2.14K
$98.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
570+ 2.69% |
$19.6K - $24.8K
|
21.7K
$1M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
534New |
$18.4K - $23.2K
|
534
$24.6K
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
450+ 1.7% |
$15.5K - $19.6K
|
26.8K
$1.24M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
421+ 5.45% |
$14.5K - $18.3K
|
8.14K
$375K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
403+ 2.68% |
$13.9K - $17.5K
|
15.4K
$711K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
366+ 19.64% |
$12.6K - $15.9K
|
2.23K
$103K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
341+ 22.11% |
$11.7K - $14.8K
|
1.88K
$86.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
317+ 116.12% |
$10.9K - $13.8K
|
590
$27.2K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
317+ 3.78% |
$10.9K - $13.8K
|
8.7K
$401K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
272New |
$9.36K - $11.8K
|
272
$12.5K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
248+ 2.28% |
$8.54K - $10.8K
|
11.1K
$513K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
230+ 0.72% |
$7.92K - $10K
|
32.4K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
217+ 22.01% |
$7.47K - $9.44K
|
1.2K
$55.5K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
216New |
$7.44K - $9.4K
|
216
$9.96K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
187+ 0.92% |
$6.44K - $8.14K
|
20.6K
$950K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
166New |
$5.72K - $7.22K
|
166
$7.65K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
155+ 1.4% |
$5.34K - $6.74K
|
11.2K
$516K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
144+ 15.52% |
$4.96K - $6.27K
|
1.07K
$49.4K
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
135+ 0.9% |
$4.65K - $5.87K
|
15.1K
$694K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
111New |
$3.82K - $4.83K
|
111
$5.12K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
98+ 57.99% |
$3.37K - $4.26K
|
267
$12.3K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
89+ 1.38% |
$3.06K - $3.87K
|
6.53K
$301K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
89+ 0.97% |
$3.06K - $3.87K
|
9.24K
$426K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
85+ 3.7% |
$2.93K - $3.7K
|
2.38K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
78+ 40.84% |
$2.69K - $3.39K
|
269
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
75+ 31.25% |
$2.58K - $3.26K
|
315
$14.5K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
74New |
$2.55K - $3.22K
|
74
$3.41K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
61New |
$2.1K - $2.65K
|
61
$2.81K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
61+ 18.65% |
$2.1K - $2.65K
|
388
$17.9K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
55+ 6.31% |
$1.89K - $2.39K
|
926
$42.7K
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
45+ 0.19% |
$1.55K - $1.96K
|
23.2K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
41New |
$1.41K - $1.78K
|
41
$1.89K
|