Purchases and Sales Made in Q3 2023 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.2KNew |
$380K - $435K
|
9.2K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.84K+ 23.56% |
$365K - $418K
|
46.4K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
8.68K+ 2.06% |
$358K - $410K
|
431K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
8.52K+ 17.27% |
$352K - $402K
|
57.8K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.51K+ 104.82% |
$352K - $402K
|
16.6K
$775K
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
8.24KNew |
$340K - $389K
|
8.24K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
7.95KNew |
$328K - $375K
|
7.95K
$370K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
7.39K+ 160.35% |
$305K - $349K
|
12K
$559K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.21K+ 6.33% |
$298K - $341K
|
121K
$5.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.9KNew |
$285K - $326K
|
6.9K
$321K
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
6.42KNew |
$265K - $303K
|
6.42K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.4K+ 11.27% |
$265K - $303K
|
63.2K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
6.35KNew |
$262K - $300K
|
6.35K
$296K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.25KNew |
$258K - $295K
|
6.25K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
6KNew |
$248K - $284K
|
6K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.87KNew |
$243K - $277K
|
5.87K
$273K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.78K+ 10.3% |
$239K - $273K
|
61.9K
$2.88M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.63KNew |
$233K - $266K
|
5.63K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.54K+ 8.62% |
$229K - $262K
|
69.8K
$3.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.31K+ 9.93% |
$219K - $251K
|
58.8K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
5.14K+ 5.36% |
$212K - $243K
|
101K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
5.06K+ 4.57% |
$209K - $239K
|
116K
$5.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4.92K+ 5.29% |
$203K - $232K
|
97.9K
$4.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.78K+ 5.89% |
$197K - $226K
|
86K
$4.01M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.73K+ 3.5% |
$195K - $223K
|
140K
$6.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.73K+ 3.5% |
$195K - $223K
|
140K
$6.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
4.71K+ 10.63% |
$194K - $222K
|
49K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
4.58K+ 0.11% |
$189K - $217K
|
4.2M
$196M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.46K+ 5.41% |
$184K - $211K
|
87K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
3.99K+ 1.21% |
$165K - $189K
|
335K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
3.99K+ 22.48% |
$165K - $188K
|
21.7K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.43KNew |
$142K - $162K
|
3.43K
$160K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.54K+ 22.24% |
$105K - $120K
|
13.9K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.34K+ 1.86% |
$96.7K - $111K
|
128K
$5.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.34K+ 17.65% |
$96.7K - $111K
|
15.6K
$727K
|
|
|
Oct 10, 2023
Q3 2023
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
2.2K+ 7.65% |
$90.9K - $104K
|
31K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 149.6% |
$84.9K - $97.1K
|
3.43K
$160K
|
|
|
Oct 10, 2023
Q3 2023
|
Pensionfund Sabic
|
BUY
|
- |
2K+ 16.67% |
$82.6K - $94.5K
|
14K
$652K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
2K+ 28.17% |
$82.6K - $94.5K
|
9.1K
$424K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
1.85K+ 4.21% |
$76.4K - $87.3K
|
45.7K
$2.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.75K+ 14.24% |
$72.3K - $82.6K
|
14K
$654K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.6K+ 0.98% |
$66.1K - $75.6K
|
165K
$7.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.54K+ 28.39% |
$63.6K - $72.7K
|
6.96K
$324K
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
1.42K+ 3.99% |
$58.6K - $67K
|
36.9K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.15K+ 21.56% |
$47.5K - $54.3K
|
6.48K
$302K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.08KNew |
$44.7K - $51.2K
|
1.08K
$50.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
997+ 39.04% |
$41.2K - $47.1K
|
3.55K
$165K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
910New |
$37.6K - $43K
|
910
$42.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
886+ 5.31% |
$36.6K - $41.9K
|
17.6K
$819K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
859+ 3.71% |
$35.5K - $40.6K
|
24K
$1.12M
|