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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
844+ 19.37% |
$34.9K - $39.9K
|
5.2K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
811+ 17.58% |
$33.5K - $38.3K
|
5.43K
$244K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
800+ 0.84% |
$33.1K - $37.8K
|
96.1K
$4.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
737+ 14.3% |
$30.5K - $34.8K
|
5.89K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
655+ 11.53% |
$27.1K - $30.9K
|
6.34K
$285K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
654+ 3.67% |
$27K - $30.9K
|
18.5K
$829K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
580+ 6.79% |
$24K - $27.4K
|
9.13K
$410K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
516New |
$21.3K - $24.4K
|
516
$23.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
508+ 5.57% |
$21K - $24K
|
9.63K
$433K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
468+ 1.82% |
$19.3K - $22.1K
|
26.3K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
468+ 8.05% |
$19.3K - $22.1K
|
6.28K
$282K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
466+ 6.54% |
$19.3K - $22K
|
7.59K
$341K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
453+ 4.92% |
$18.7K - $21.4K
|
9.66K
$434K
|
|
|
Nov 06, 2023
Q3 2023
|
Abrdn PLC
|
BUY
|
- |
371+ 2.51% |
$15.3K - $17.5K
|
15.1K
$680K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
363+ 4.32% |
$15K - $17.2K
|
8.76K
$394K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
291+ 1.38% |
$12K - $13.7K
|
21.4K
$963K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
247+ 3.1% |
$10.2K - $11.7K
|
8.21K
$369K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
230+ 2.09% |
$9.5K - $10.9K
|
11.2K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
210+ 0.37% |
$8.68K - $9.92K
|
56.7K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
201+ 478.57% |
$8.31K - $9.5K
|
243
$10.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
186+ 0.38% |
$7.69K - $8.79K
|
49.2K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
183+ 27.77% |
$7.56K - $8.65K
|
842
$37.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
179+ 63.7% |
$7.4K - $8.46K
|
460
$20.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
160+ 0.49% |
$6.61K - $7.56K
|
32.6K
$1.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
144+ 2.46% |
$5.95K - $6.8K
|
6K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
138+ 135.29% |
$5.7K - $6.52K
|
240
$10.8K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
115+ 676.47% |
$4.75K - $5.43K
|
132
$5.93K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
110+ 0.13% |
$4.55K - $5.2K
|
86.8K
$3.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
101+ 1.87% |
$4.17K - $4.77K
|
5.51K
$248K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
100New |
$4.13K - $4.73K
|
100
$4.49K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
75New |
$3.1K - $3.54K
|
75
$3.37K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
72+ 0.16% |
$2.98K - $3.4K
|
44.5K
$2M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
68+ 11.93% |
$2.81K - $3.21K
|
638
$28.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
62+ 6.04% |
$2.56K - $2.93K
|
1.09K
$48.9K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
59+ 0.44% |
$2.44K - $2.79K
|
13.5K
$606K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
55+ 3.49% |
$2.27K - $2.6K
|
1.63K
$73.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
42New |
$1.74K - $1.98K
|
42
$1.89K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
35+ 0.03% |
$1.45K - $1.65K
|
113K
$5.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27+ 0.06% |
$1.12K - $1.28K
|
42.3K
$1.9M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 1.64% |
$826 - $945
|
1.24K
$55.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19+ 0.23% |
$785 - $898
|
8.22K
$369K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
14+ 0.61% |
$578 - $662
|
2.31K
$104K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
13New |
$537 - $614
|
13
$584
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
13+ 0.07% |
$537 - $614
|
19.2K
$861K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 50.0% |
$496 - $567
|
36
$1.62K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
10+ 10.64% |
$413 - $473
|
104
$4.67K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 1.33% |
$413 - $473
|
764
$34.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.84% |
$207 - $236
|
277
$12.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
4+ 44.44% |
$165 - $189
|
13
$584
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 0.2% |
$124 - $142
|
1.53K
$68.7K
|