Purchases and Sales Made in Q2 2023 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 23.68% |
$340 - $423
|
47
$2.09K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
8New |
$302 - $376
|
8
$356
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.87% |
$189 - $235
|
272
$12.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4+ 9.76% |
$151 - $188
|
45
$2.01K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.91% |
$75.5 - $93.9
|
222
$9.89K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 0.36% |
$37.8 - $47
|
281
$12.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.14% |
$151 - $188
|
2.76K
$123K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7- 0.04% |
$264 - $329
|
16K
$714K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-14- 0.61% |
$529 - $658
|
2.3K
$102K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-19- 16.81% |
$718 - $892
|
94
$4.19K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-22- 91.67% |
$831 - $1.03K
|
2
$89.1
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-31- 0.34% |
$1.17K - $1.46K
|
9.21K
$410K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-32- 68.09% |
$1.21K - $1.5K
|
15
$668
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-50- 21.74% |
$1.89K - $2.35K
|
180
$8.02K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-73- 0.11% |
$2.76K - $3.43K
|
64.8K
$2.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-75- 1.26% |
$2.83K - $3.52K
|
5.86K
$261K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-75- 0.52% |
$2.83K - $3.52K
|
14.5K
$644K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.49% |
$3.78K - $4.7K
|
6.63K
$296K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-111- 12.83% |
$4.19K - $5.21K
|
754
$33.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-140- 0.32% |
$5.29K - $6.58K
|
43.5K
$1.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-162- 75.0% |
$6.12K - $7.61K
|
54
$2.41K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-175- 65.06% |
$6.61K - $8.22K
|
94
$4.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-176- 14.63% |
$6.65K - $8.27K
|
1.03K
$45.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-200- 3.64% |
$7.55K - $9.39K
|
5.3K
$236K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-211- 2.08% |
$7.97K - $9.91K
|
9.96K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-257- 0.4% |
$9.71K - $12.1K
|
63.2K
$2.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 1.36% |
$11.3K - $14.1K
|
21.8K
$970K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-340- 0.74% |
$12.8K - $16K
|
45.4K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-373- 1.11% |
$14.1K - $17.5K
|
33.1K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-378- 1.05% |
$14.3K - $17.8K
|
35.5K
$1.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-385- 0.31% |
$14.5K - $18.1K
|
126K
$5.6M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 2.11% |
$15.1K - $18.8K
|
18.6K
$828K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-464- 4.17% |
$17.5K - $21.8K
|
10.7K
$476K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-493- 2.56% |
$18.6K - $23.2K
|
18.8K
$838K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-510- 1.49% |
$19.3K - $24K
|
33.8K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-563- 26.95% |
$21.3K - $26.4K
|
1.53K
$68K
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-594- 2.73% |
$22.4K - $27.9K
|
21.1K
$942K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-608- 1.87% |
$23K - $28.6K
|
32K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-608- 1.87% |
$23K - $28.6K
|
32K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-614- 0.7% |
$23.2K - $28.8K
|
86.7K
$3.86M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-621- 6.24% |
$23.5K - $29.2K
|
9.33K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-670- 0.13% |
$25.3K - $31.5K
|
533K
$23.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-706- 69.9% |
$26.7K - $33.2K
|
304
$13.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-739- 1.1% |
$27.9K - $34.7K
|
66.6K
$2.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-786- 7.93% |
$29.7K - $36.9K
|
9.12K
$407K
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-795- 4.25% |
$30K - $37.3K
|
17.9K
$799K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-806- 12.17% |
$30.4K - $37.9K
|
5.82K
$259K
|
|
|
Aug 10, 2023
Q2 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-840- 9.52% |
$31.7K - $39.5K
|
7.98K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-852- 3.23% |
$32.2K - $40K
|
25.5K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-884- 9.73% |
$33.4K - $41.5K
|
8.21K
$366K
|