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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$41.1 - $48.8
|
226
$10.1K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4- 1.01% |
$164 - $195
|
392
$17.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-22- 0.43% |
$904 - $1.07K
|
5.13K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.51% |
$986 - $1.17K
|
4.7K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-25- 0.26% |
$1.03K - $1.22K
|
9.46K
$422K
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-31- 0.38% |
$1.27K - $1.51K
|
8.21K
$366K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-32Closed |
$1.31K - $1.56K
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-40- 19.61% |
$1.64K - $1.95K
|
164
$7.31K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-50- 0.58% |
$2.05K - $2.44K
|
8.56K
$382K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-52- 6.04% |
$2.14K - $2.54K
|
809
$36.1K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-57- 1.02% |
$2.34K - $2.78K
|
5.55K
$247K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-76- 83.52% |
$3.12K - $3.71K
|
15
$669
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-81- 66.39% |
$3.33K - $3.95K
|
41
$1.83K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-94- 90.38% |
$3.86K - $4.58K
|
10
$446
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-95- 0.83% |
$3.9K - $4.63K
|
11.4K
$507K
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.59% |
$4.11K - $4.88K
|
6.18K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-113- 4.73% |
$4.64K - $5.51K
|
2.28K
$101K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-151- 22.37% |
$6.2K - $7.36K
|
524
$23.4K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.29% |
$8.22K - $9.75K
|
15.3K
$682K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-273- 0.84% |
$11.2K - $13.3K
|
32.1K
$1.43M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-300- 0.56% |
$12.3K - $14.6K
|
52.8K
$2.35M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-301- 1.0% |
$12.4K - $14.7K
|
29.8K
$1.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-308- 37.42% |
$12.7K - $15K
|
515
$23K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-311- 0.35% |
$12.8K - $15.2K
|
88.6K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-323- 6.16% |
$13.3K - $15.7K
|
4.92K
$219K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-354- 1.68% |
$14.5K - $17.3K
|
20.7K
$923K
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-406- 4.37% |
$16.7K - $19.8K
|
8.89K
$396K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-459- 11.65% |
$18.9K - $22.4K
|
3.48K
$155K
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-493- 3.39% |
$20.3K - $24K
|
14.1K
$627K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-562- 8.76% |
$23.1K - $27.4K
|
5.85K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-577- 1.35% |
$23.7K - $28.1K
|
42.2K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-580- 6.31% |
$23.8K - $28.3K
|
8.61K
$384K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-592- 4.81% |
$24.3K - $28.9K
|
11.7K
$522K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-622- 12.1% |
$25.6K - $30.3K
|
4.52K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-662- 1.63% |
$27.2K - $32.3K
|
40K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-696- 14.99% |
$28.6K - $33.9K
|
3.95K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-700- 11.29% |
$28.8K - $34.1K
|
5.5K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-748- 9.46% |
$30.7K - $36.5K
|
7.16K
$319K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-787- 2.24% |
$32.3K - $38.4K
|
34.3K
$1.53M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-831- 8.55% |
$34.1K - $40.5K
|
8.89K
$396K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-846- 3.7% |
$34.8K - $41.2K
|
22K
$980K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-851- 3.09% |
$35K - $41.5K
|
26.7K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-855- 6.12% |
$35.1K - $41.7K
|
13.1K
$584K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-962- 81.39% |
$39.5K - $46.9K
|
220
$9.81K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.02K- 11.73% |
$41.7K - $49.5K
|
7.64K
$340K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.05K- 11.11% |
$42.9K - $50.9K
|
8.36K
$373K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.24K- 7.13% |
$50.8K - $60.3K
|
16.1K
$718K
|
|
|
Apr 12, 2024
Q1 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-1.4K- 21.51% |
$57.5K - $68.3K
|
5.11K
$228K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.4K- 6.21% |
$57.7K - $68.4K
|
21.2K
$945K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.47K- 4.8% |
$60.3K - $71.6K
|
29.1K
$1.3M
|