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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
602+ 18.31% |
$24.8K - $29.8K
|
3.89K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
602+ 2.84% |
$24.8K - $29.8K
|
21.8K
$971K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
560New |
$23.1K - $27.8K
|
560
$25K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
556New |
$22.9K - $27.6K
|
556
$24.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
492+ 3.77% |
$20.3K - $24.4K
|
13.5K
$604K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
486New |
$20.1K - $24.1K
|
486
$21.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
483+ 1725.0% |
$19.9K - $23.9K
|
511
$22.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
480+ 9.8% |
$19.8K - $23.8K
|
5.38K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
476+ 1.48% |
$19.6K - $23.6K
|
32.7K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
459+ 6.88% |
$18.9K - $22.8K
|
7.13K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
438+ 42.28% |
$18.1K - $21.7K
|
1.47K
$65.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
377New |
$15.6K - $18.7K
|
377
$16.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
375+ 412.09% |
$15.5K - $18.6K
|
466
$20.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
354+ 2723.08% |
$14.6K - $17.6K
|
367
$16.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
350+ 2.19% |
$14.4K - $17.4K
|
16.3K
$726K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
341+ 2.35% |
$14.1K - $16.9K
|
14.9K
$662K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
328+ 16.14% |
$13.5K - $16.3K
|
2.36K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
324New |
$13.4K - $16.1K
|
324
$14.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
320New |
$13.2K - $15.9K
|
320
$14.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
300New |
$12.4K - $14.9K
|
300
$13.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
290+ 85.55% |
$12K - $14.4K
|
629
$28K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
285+ 67.22% |
$11.8K - $14.1K
|
709
$31.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
273New |
$11.3K - $13.5K
|
273
$12.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
260+ 4.06% |
$10.7K - $12.9K
|
6.67K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
255+ 43.66% |
$10.5K - $12.6K
|
839
$37.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
243+ 4.64% |
$10K - $12K
|
5.48K
$244K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
231+ 38.89% |
$9.53K - $11.5K
|
825
$36.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
223+ 4.67% |
$9.2K - $11.1K
|
5K
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
192+ 0.39% |
$7.92K - $9.52K
|
49.4K
$2.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
173+ 1.75% |
$7.14K - $8.58K
|
10.1K
$449K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
171+ 3.44% |
$7.06K - $8.48K
|
5.15K
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
170+ 0.38% |
$7.01K - $8.43K
|
44.4K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
164+ 3.39% |
$6.77K - $8.13K
|
5K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
140New |
$5.78K - $6.94K
|
140
$6.24K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
134New |
$5.53K - $6.64K
|
134
$5.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
130+ 0.4% |
$5.36K - $6.45K
|
32.6K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
112+ 0.98% |
$4.62K - $5.55K
|
11.5K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
111+ 1.12% |
$4.58K - $5.5K
|
10K
$447K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
80New |
$3.3K - $3.97K
|
80
$3.57K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
74New |
$3.05K - $3.67K
|
74
$3.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
66New |
$2.72K - $3.27K
|
66
$2.94K
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
65+ 0.04% |
$2.68K - $3.22K
|
178K
$7.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
44+ 0.25% |
$1.82K - $2.18K
|
17.4K
$776K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
43+ 6.0% |
$1.77K - $2.13K
|
760
$33.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
31+ 0.5% |
$1.28K - $1.54K
|
6.26K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
27+ 39.71% |
$1.11K - $1.34K
|
95
$4.23K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 1.64% |
$990 - $1.19K
|
1.49K
$66.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19New |
$784 - $942
|
19
$847
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
18+ 0.23% |
$743 - $892
|
7.88K
$351K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 17.65% |
$743 - $892
|
120
$5.35K
|