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 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
41+ 0.12% |
$1.41K - $1.78K
|
33.8K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.31K - $1.65K
|
38
$1.75K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
37+ 0.37% |
$1.27K - $1.61K
|
10.1K
$465K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31New |
$1.07K - $1.35K
|
31
$1.43K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22New |
$757 - $957
|
22
$1.01K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 1100.0% |
$757 - $957
|
24
$1.11K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
21+ 9.29% |
$723 - $914
|
247
$11.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
19+ 20.21% |
$654 - $827
|
113
$5.21K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
18+ 0.12% |
$620 - $783
|
14.7K
$678K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
16+ 0.16% |
$551 - $696
|
10.2K
$469K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 9.09% |
$448 - $566
|
156
$7.19K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11+ 57.89% |
$379 - $479
|
30
$1.38K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
9New |
$310 - $392
|
9
$415
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
5+ 0.05% |
$172 - $218
|
9.91K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3+ 0.04% |
$103 - $131
|
7.16K
$330K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
3+ 5.0% |
$103 - $131
|
63
$2.9K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.0% |
$34.4 - $43.5
|
101
$4.66K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.19% |
$34.4 - $43.5
|
85
$3.92K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$34.4 - $43.5
|
220
$10.1K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4Closed |
$138 - $174
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4- 1.41% |
$138 - $174
|
280
$12.9K
|
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-9- 0.39% |
$310 - $392
|
2.31K
$107K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-17Closed |
$585 - $740
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-17- 0.21% |
$585 - $740
|
7.94K
$366K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-18- 27.69% |
$620 - $783
|
47
$2.17K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25- 53.19% |
$861 - $1.09K
|
22
$1.01K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-50- 62.5% |
$1.72K - $2.18K
|
30
$1.38K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-69- 9.44% |
$2.38K - $3K
|
662
$30.5K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-87- 87.88% |
$3K - $3.79K
|
12
$553
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-99- 0.7% |
$3.41K - $4.31K
|
14K
$647K
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.52% |
$3.44K - $4.35K
|
19K
$875K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 19.05% |
$3.44K - $4.35K
|
425
$19.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.46% |
$3.44K - $4.35K
|
6.73K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-123- 1.29% |
$4.23K - $5.35K
|
9.45K
$435K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-125- 18.3% |
$4.3K - $5.44K
|
558
$25.7K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-150- 39.47% |
$5.16K - $6.53K
|
230
$10.6K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-160- 32.0% |
$5.51K - $6.96K
|
340
$15.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-160- 0.96% |
$5.51K - $6.96K
|
16.5K
$761K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-183- 0.4% |
$6.3K - $7.96K
|
45.8K
$2.11M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-188- 85.84% |
$6.47K - $8.18K
|
31
$1.43K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-196- 0.68% |
$6.75K - $8.53K
|
28.6K
$1.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.0% |
$6.89K - $8.7K
|
19.9K
$917K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-215- 12.97% |
$7.4K - $9.35K
|
1.44K
$66.5K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-226- 9.54% |
$7.78K - $9.83K
|
2.14K
$98.8K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-240- 0.62% |
$8.26K - $10.4K
|
38.2K
$1.76M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-275- 1.86% |
$9.47K - $12K
|
14.5K
$670K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-278- 73.74% |
$9.57K - $12.1K
|
99
$4.56K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-304- 2.03% |
$10.5K - $13.2K
|
14.7K
$676K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-323- 16.07% |
$11.1K - $14.1K
|
1.69K
$77.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-398- 30.47% |
$13.7K - $17.3K
|
908
$41.9K
|