Purchases and Sales Made in Q3 2024 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.8K+ 101.52% |
$280K - $337K
|
13.5K
$601K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.38KNew |
$263K - $316K
|
6.38K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
6.3K+ 27.29% |
$260K - $313K
|
29.4K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.2K+ 3.2% |
$256K - $307K
|
200K
$8.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.2K+ 37.91% |
$256K - $307K
|
22.6K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.17K+ 10.47% |
$255K - $306K
|
65.1K
$2.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6.11KNew |
$252K - $303K
|
6.11K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
5.6K+ 43.08% |
$231K - $278K
|
18.6K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.34K+ 4.12% |
$220K - $265K
|
135K
$6.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
5.26KNew |
$217K - $261K
|
5.26K
$234K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
5.18K+ 14.62% |
$214K - $257K
|
40.6K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
5.02K+ 18.37% |
$207K - $249K
|
32.3K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.88KNew |
$201K - $242K
|
4.88K
$218K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
4.7KNew |
$194K - $233K
|
4.7K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.68K+ 53.4% |
$193K - $232K
|
13.4K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.58KNew |
$189K - $227K
|
4.58K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.51K+ 31.05% |
$186K - $223K
|
19K
$848K
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Dsm Netherlands
|
BUY
|
- |
4.5K+ 13.25% |
$186K - $223K
|
38.5K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.5K+ 22.95% |
$185K - $223K
|
24.1K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Presima Inc.
|
BUY
|
- |
4.4KNew |
$182K - $218K
|
4.4K
$196K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
4.38K+ 62.18% |
$181K - $217K
|
11.4K
$509K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.16KNew |
$172K - $206K
|
4.16K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
4.15KNew |
$171K - $206K
|
4.15K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
4.14KNew |
$171K - $205K
|
4.14K
$184K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4KNew |
$165K - $198K
|
4K
$178K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.56K+ 34.02% |
$147K - $177K
|
14K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.42K+ 17.18% |
$141K - $170K
|
23.3K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.7K+ 21.37% |
$111K - $134K
|
15.3K
$682K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.55K+ 49.59% |
$105K - $126K
|
7.68K
$342K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.46K+ 10.12% |
$102K - $122K
|
26.8K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
2.12K+ 15.58% |
$87.5K - $105K
|
15.7K
$701K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.07K+ 13.76% |
$85.4K - $103K
|
17.1K
$763K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.88K+ 31.8% |
$77.6K - $93.3K
|
7.8K
$348K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.78K+ 45.29% |
$73.4K - $88.2K
|
5.7K
$254K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.67K+ 12.68% |
$68.8K - $82.7K
|
14.8K
$661K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.58KNew |
$65.3K - $78.5K
|
1.58K
$70.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
BUY
|
- |
1.5K+ 9.38% |
$61.9K - $74.4K
|
17.5K
$780K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.42K+ 12.33% |
$58.6K - $70.4K
|
12.9K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.32K+ 0.58% |
$54.3K - $65.2K
|
227K
$10.1M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
1.22K+ 11.15% |
$50.3K - $60.4K
|
12.1K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.13K+ 6.42% |
$46.4K - $55.8K
|
18.7K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.12K+ 9.21% |
$46K - $55.3K
|
13.2K
$590K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.09K+ 6.18% |
$44.9K - $53.9K
|
18.7K
$834K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.04K+ 21.68% |
$43K - $51.7K
|
5.85K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1K+ 2.77% |
$41.3K - $49.6K
|
37.2K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
947+ 0.99% |
$39.1K - $47K
|
97.1K
$4.33M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
762+ 9.91% |
$31.4K - $37.8K
|
8.45K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
735+ 60.05% |
$30.3K - $36.4K
|
1.96K
$87.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
732+ 5.58% |
$30.2K - $36.3K
|
13.9K
$618K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
697+ 21.01% |
$28.8K - $34.6K
|
4.01K
$179K
|