Purchases and Sales Made in Q1 2024 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q1 2024. 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 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
285+ 5.75% |
$11.7K - $13.9K
|
5.24K
$234K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
255New |
$10.5K - $12.4K
|
255
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$10.3K - $12.2K
|
250
$11.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
249+ 0.26% |
$10.2K - $12.1K
|
94.6K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
247+ 2.58% |
$10.1K - $12K
|
9.81K
$437K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
245+ 2.34% |
$10.1K - $11.9K
|
10.7K
$478K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
235+ 3.46% |
$9.65K - $11.5K
|
7.03K
$313K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
230+ 0.7% |
$9.45K - $11.2K
|
33.1K
$1.48M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
215+ 0.5% |
$8.83K - $10.5K
|
43.5K
$1.94M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
200+ 200.0% |
$8.22K - $9.75K
|
300
$13.4K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
200+ 0.65% |
$8.22K - $9.75K
|
30.8K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
200+ 1.31% |
$8.22K - $9.75K
|
15.5K
$691K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
179+ 57.74% |
$7.35K - $8.73K
|
489
$21.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
143+ 3.12% |
$5.87K - $6.97K
|
4.72K
$211K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
140+ 9.85% |
$5.75K - $6.83K
|
1.56K
$69.6K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
116+ 1.85% |
$4.77K - $5.66K
|
6.39K
$285K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
113New |
$4.64K - $5.51K
|
113
$5.04K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
105+ 23.39% |
$4.31K - $5.12K
|
554
$24.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
95+ 1.44% |
$3.9K - $4.63K
|
6.67K
$297K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
87+ 725.0% |
$3.57K - $4.24K
|
99
$4.41K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
84+ 3.67% |
$3.45K - $4.1K
|
2.37K
$106K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
80+ 4000.0% |
$3.29K - $3.9K
|
82
$3.65K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
75New |
$3.08K - $3.66K
|
75
$3.34K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
67+ 10.52% |
$2.75K - $3.27K
|
704
$31.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65New |
$2.67K - $3.17K
|
65
$2.9K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
64+ 0.56% |
$2.63K - $3.12K
|
11.5K
$512K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
58New |
$2.38K - $2.83K
|
58
$2.59K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
55+ 0.56% |
$2.26K - $2.68K
|
9.87K
$440K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
54+ 0.56% |
$2.22K - $2.63K
|
9.71K
$433K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
48+ 0.36% |
$1.97K - $2.34K
|
13.3K
$594K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
46+ 40.0% |
$1.89K - $2.24K
|
161
$7.18K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
44+ 3.52% |
$1.81K - $2.15K
|
1.3K
$57.7K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
43+ 0.26% |
$1.77K - $2.1K
|
16.8K
$749K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
40New |
$1.64K - $1.95K
|
40
$1.78K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37+ 3.57% |
$1.52K - $1.8K
|
1.07K
$47.8K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
37+ 0.11% |
$1.52K - $1.8K
|
35K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34+ 44.16% |
$1.4K - $1.66K
|
111
$4.95K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
27+ 1.07% |
$1.11K - $1.32K
|
2.56K
$114K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 113.64% |
$1.03K - $1.22K
|
47
$2.09K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23New |
$945 - $1.12K
|
23
$1.03K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
20+ 0.87% |
$822 - $975
|
2.33K
$104K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
16+ 2.17% |
$657 - $780
|
752
$33.5K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
15New |
$616 - $731
|
15
$669
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13+ 4.78% |
$534 - $634
|
285
$12.7K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 1.42% |
$452 - $536
|
784
$34.9K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
11New |
$452 - $536
|
11
$490
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9+ 0.57% |
$370 - $439
|
1.59K
$70.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 2.13% |
$246 - $293
|
288
$12.8K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5+ 5.88% |
$205 - $244
|
90
$4.01K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 1.25% |
$164 - $195
|
325
$14.5K
|