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 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.01% |
$82.6 - $94.5
|
36.5K
$1.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.45% |
$41.3 - $47.3
|
223
$10K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1- 0.93% |
$41.3 - $47.3
|
106
$4.76K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 0.68% |
$207 - $236
|
727
$32.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-8- 1.17% |
$331 - $378
|
678
$30.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 5.33% |
$372 - $425
|
160
$7.19K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-14Closed |
$578 - $662
|
0
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-22- 0.43% |
$909 - $1.04K
|
5.07K
$228K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25Closed |
$1.03K - $1.18K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-25- 0.15% |
$1.03K - $1.18K
|
16.7K
$750K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-26- 2.34% |
$1.07K - $1.23K
|
1.09K
$48.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-38- 1.57% |
$1.57K - $1.8K
|
2.39K
$107K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-43- 4.29% |
$1.78K - $2.03K
|
959
$43.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-49- 0.52% |
$2.02K - $2.32K
|
9.41K
$423K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-52- 0.51% |
$2.15K - $2.46K
|
10.1K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-60- 19.74% |
$2.48K - $2.84K
|
244
$11K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-75- 0.52% |
$3.1K - $3.54K
|
14.4K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-77- 2.79% |
$3.18K - $3.64K
|
2.68K
$120K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-91- 1.73% |
$3.76K - $4.3K
|
5.16K
$232K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 1.94% |
$4.13K - $4.73K
|
5.06K
$227K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-117- 1.1% |
$4.83K - $5.53K
|
10.6K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-118- 2.23% |
$4.88K - $5.58K
|
5.18K
$233K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-162- 0.77% |
$6.69K - $7.65K
|
20.8K
$936K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-200- 0.73% |
$8.26K - $9.45K
|
27K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-207- 80.23% |
$8.55K - $9.78K
|
51
$2.29K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-231- 2.32% |
$9.54K - $10.9K
|
9.73K
$437K
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-255- 3.84% |
$10.5K - $12K
|
6.38K
$287K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-280- 3.0% |
$11.6K - $13.2K
|
9.05K
$406K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-303- 71.29% |
$12.5K - $14.3K
|
122
$5.48K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-310- 0.12% |
$12.8K - $14.6K
|
248K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-318- 3.89% |
$13.1K - $15K
|
7.87K
$353K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-320- 5.03% |
$13.2K - $15.1K
|
6.05K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-324- 1.39% |
$13.4K - $15.3K
|
22.9K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-375- 12.53% |
$15.5K - $17.7K
|
2.62K
$118K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-375- 12.53% |
$15.5K - $17.7K
|
2.62K
$118K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-413- 6.15% |
$17.1K - $19.5K
|
6.3K
$283K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-420- 75.27% |
$17.4K - $19.8K
|
138
$6.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-434- 48.22% |
$17.9K - $20.5K
|
466
$20.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-453- 4.05% |
$18.7K - $21.4K
|
10.7K
$482K
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-500- 0.45% |
$20.7K - $23.6K
|
111K
$5M
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-566- 2.73% |
$23.4K - $26.7K
|
20.2K
$907K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 3.23% |
$24.8K - $28.4K
|
18K
$808K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-600- 2.76% |
$24.8K - $28.4K
|
21.2K
$951K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 3.18% |
$28.9K - $33.1K
|
21.3K
$957K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-815- 91.37% |
$33.7K - $38.5K
|
77
$3.46K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-897- 39.12% |
$37.1K - $42.4K
|
1.4K
$62.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.13K- 3.18% |
$46.9K - $53.6K
|
34.5K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.14K- 62.06% |
$47K - $53.7K
|
695
$31.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.27K- 10.41% |
$52.6K - $60.2K
|
11K
$493K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.36K- 10.76% |
$56K - $64.1K
|
11.2K
$505K
|