Purchases and Sales Made in Q3 2021 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
449+ 2.9% |
$21.2K - $24.8K
|
16K
$847K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
409+ 4.7% |
$19.3K - $22.6K
|
9.11K
$484K
|
|
|
Nov 08, 2021
Q3 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
400+ 0.24% |
$18.9K - $22.1K
|
165K
$8.77M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
310+ 449.28% |
$14.6K - $17.2K
|
379
$20.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
275+ 79.02% |
$13K - $15.2K
|
623
$33.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
260+ 12.05% |
$12.3K - $14.4K
|
2.42K
$128K
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
229+ 3.21% |
$10.8K - $12.7K
|
7.36K
$390K
|
|
|
Nov 15, 2021
Q3 2021
|
Abrdn PLC
|
BUY
|
- |
226+ 1.5% |
$10.7K - $12.5K
|
15.3K
$811K
|
|
|
Nov 12, 2021
Q3 2021
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
205+ 6.03% |
$9.68K - $11.3K
|
3.61K
$191K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
200New |
$9.44K - $11.1K
|
200
$10.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
190New |
$8.97K - $10.5K
|
190
$10.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
186+ 3.89% |
$8.78K - $10.3K
|
4.96K
$263K
|
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
175+ 2.51% |
$8.26K - $9.68K
|
7.15K
$379K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
158+ 195.06% |
$7.46K - $8.74K
|
239
$12.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
143+ 23.29% |
$6.75K - $7.91K
|
757
$40.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
140+ 1.36% |
$6.61K - $7.75K
|
10.5K
$555K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
132New |
$6.23K - $7.3K
|
132
$7.01K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
131+ 1.84% |
$6.18K - $7.25K
|
7.24K
$384K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
131New |
$6.18K - $7.25K
|
131
$6.95K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
124+ 5.89% |
$5.85K - $6.86K
|
2.23K
$118K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
122+ 677.78% |
$5.76K - $6.75K
|
140
$7.43K
|
|
|
Nov 15, 2021
Q3 2021
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
114+ 2.02% |
$5.38K - $6.31K
|
5.75K
$305K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
111+ 36.51% |
$5.24K - $6.14K
|
415
$22K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
104+ 2.63% |
$4.91K - $5.75K
|
4.05K
$215K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
100New |
$4.72K - $5.53K
|
100
$5.31K
|
|
|
Nov 02, 2021
Q3 2021
|
B&I Capital Ag
|
BUY
|
- |
100+ 0.23% |
$4.72K - $5.53K
|
43.1K
$2.29M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
83New |
$3.92K - $4.59K
|
83
$4.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
69+ 0.9% |
$3.26K - $3.82K
|
7.73K
$410K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
61+ 45.86% |
$2.88K - $3.38K
|
194
$10.3K
|
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
48+ 0.13% |
$2.27K - $2.66K
|
37.4K
$1.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
48+ 0.13% |
$2.27K - $2.66K
|
37.4K
$1.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
47+ 3.64% |
$2.22K - $2.6K
|
1.34K
$71.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
42+ 0.21% |
$1.98K - $2.32K
|
20.4K
$1.08M
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
40+ 0.99% |
$1.89K - $2.21K
|
4.07K
$216K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
24+ 1.86% |
$1.13K - $1.33K
|
1.31K
$69.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
21+ 2.56% |
$991 - $1.16K
|
842
$44.7K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 0.98% |
$897 - $1.05K
|
1.96K
$104K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
15+ 14.15% |
$708 - $830
|
121
$6.42K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5New |
$236 - $277
|
5
$265
|
|
|
Nov 12, 2021
Q3 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2+ 0.04% |
$94.4 - $111
|
5.22K
$277K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.41% |
$47.2 - $55.3
|
243
$12.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.1% |
$47.2 - $55.3
|
92
$4.88K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.32% |
$47.2 - $55.3
|
77
$4.09K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3- 3.13% |
$142 - $166
|
93
$4.94K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-7Closed |
$330 - $387
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17- 6.85% |
$803 - $941
|
231
$12.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-18- 0.34% |
$850 - $996
|
5.33K
$283K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-19- 0.47% |
$897 - $1.05K
|
4.06K
$216K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24Closed |
$1.13K - $1.33K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-47- 12.05% |
$2.22K - $2.6K
|
343
$18.2K
|