Purchases and Sales Made in Q2 2024 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
87+ 0.52% |
$3.46K - $3.76K
|
16.9K
$753K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
76+ 0.08% |
$3.02K - $3.29K
|
92.9K
$4.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
76+ 506.67% |
$3.02K - $3.29K
|
91
$4.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
68New |
$2.7K - $2.94K
|
68
$3.03K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55+ 117.02% |
$2.19K - $2.38K
|
102
$4.55K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
54New |
$2.15K - $2.34K
|
54
$2.41K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50+ 1.06% |
$1.99K - $2.16K
|
4.75K
$212K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
43+ 43.43% |
$1.71K - $1.86K
|
142
$6.33K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32+ 8.16% |
$1.27K - $1.38K
|
424
$18.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
27+ 60.0% |
$1.07K - $1.17K
|
72
$3.21K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
27+ 0.4% |
$1.07K - $1.17K
|
6.69K
$298K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
25New |
$994 - $1.08K
|
25
$1.11K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
20+ 0.2% |
$795 - $865
|
9.89K
$441K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
17New |
$676 - $735
|
17
$758
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
15+ 0.37% |
$596 - $649
|
4.03K
$179K
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
13+ 0.18% |
$517 - $562
|
7.04K
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 63.16% |
$477 - $519
|
31
$1.38K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
11New |
$437 - $476
|
11
$490
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.63% |
$398 - $433
|
1.6K
$71.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
5New |
$199 - $216
|
5
$223
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4New |
$159 - $173
|
4
$178
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.88% |
$79.5 - $86.5
|
228
$10.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$39.8 - $43.3
|
3.29K
$147K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 1.72% |
$39.8 - $43.3
|
59
$2.63K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1- -0.0% |
$39.8 - $43.3
|
48.7K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2- 0.62% |
$79.5 - $86.5
|
323
$14.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-13- 0.04% |
$517 - $562
|
29K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-25- 0.06% |
$994 - $1.08K
|
42.1K
$1.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-32- 78.05% |
$1.27K - $1.38K
|
9
$401
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-34- 30.63% |
$1.35K - $1.47K
|
77
$3.43K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-44- 83.02% |
$1.75K - $1.9K
|
9
$401
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-47- 0.23% |
$1.87K - $2.03K
|
20K
$891K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-65- 13.29% |
$2.58K - $2.81K
|
424
$18.9K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-78- 17.81% |
$3.1K - $3.37K
|
360
$16K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-79- 0.93% |
$3.14K - $3.42K
|
8.45K
$376K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-80- 0.56% |
$3.18K - $3.46K
|
14.2K
$634K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-81- 86.17% |
$3.22K - $3.5K
|
13
$579
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-92- 11.37% |
$3.66K - $3.98K
|
717
$32K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-101- 0.88% |
$4.02K - $4.37K
|
11.4K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-105- 0.11% |
$4.17K - $4.54K
|
96.5K
$4.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-112- 4.64% |
$4.45K - $4.85K
|
2.3K
$103K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-120- 17.05% |
$4.77K - $5.19K
|
584
$26K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-134- 2.09% |
$5.33K - $5.8K
|
6.28K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-135- 0.84% |
$5.37K - $5.84K
|
16K
$712K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-135- 0.84% |
$5.37K - $5.84K
|
16K
$712K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-142- 0.62% |
$5.65K - $6.14K
|
22.7K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-144- 2.33% |
$5.73K - $6.23K
|
6.04K
$269K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-171- 7.51% |
$6.8K - $7.4K
|
2.11K
$93.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-188- 65.28% |
$7.47K - $8.13K
|
100
$4.46K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-200- 0.51% |
$7.95K - $8.65K
|
39.3K
$1.75M
|