Purchases and Sales Made in Q4 2021 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10New |
$437 - $539
|
10
$446
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8New |
$349 - $431
|
8
$357
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 1.02% |
$262 - $323
|
597
$26.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4+ 0.08% |
$175 - $215
|
5.22K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 1.03% |
$87.3 - $108
|
196
$8.74K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.09% |
$43.7 - $53.9
|
93
$4.15K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 1.3% |
$43.7 - $53.9
|
78
$3.48K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.26% |
$43.7 - $53.9
|
380
$16.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5Closed |
$218 - $269
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6- 0.02% |
$262 - $323
|
35.7K
$1.59M
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-6- 0.07% |
$262 - $323
|
8.38K
$373K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9- 9.68% |
$393 - $485
|
84
$3.74K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-14Closed |
$611 - $754
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 14.39% |
$830 - $1.02K
|
113
$5.04K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 0.83% |
$873 - $1.08K
|
2.38K
$106K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-27Closed |
$1.18K - $1.45K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-28- 0.63% |
$1.22K - $1.51K
|
4.4K
$196K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-42- 3.14% |
$1.83K - $2.26K
|
1.3K
$57.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-42- 34.71% |
$1.83K - $2.26K
|
79
$3.52K
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-45Closed |
$1.96K - $2.42K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-55- 4.2% |
$2.4K - $2.96K
|
1.26K
$56K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-58- 69.88% |
$2.53K - $3.12K
|
25
$1.11K
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-65- 0.2% |
$2.84K - $3.5K
|
33K
$1.47M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-82- 4.85% |
$3.58K - $4.42K
|
1.61K
$71.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-83- 1.56% |
$3.62K - $4.47K
|
5.25K
$234K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-84- 0.53% |
$3.67K - $4.52K
|
15.9K
$707K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-88- 6.02% |
$3.84K - $4.74K
|
1.37K
$61.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.49% |
$4.37K - $5.39K
|
6.61K
$295K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-111- 26.75% |
$4.85K - $5.98K
|
304
$13.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-122- 24.21% |
$5.33K - $6.57K
|
382
$17K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-140Closed |
$6.11K - $7.54K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-150Closed |
$6.55K - $8.08K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-185- 0.19% |
$8.08K - $9.96K
|
95K
$4.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-190Closed |
$8.3K - $10.2K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$8.73K - $10.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-219- 2.4% |
$9.56K - $11.8K
|
8.9K
$396K
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-233- 1.14% |
$10.2K - $12.5K
|
20.1K
$897K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-243- 77.14% |
$10.6K - $13.1K
|
72
$3.21K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-254- 11.39% |
$11.1K - $13.7K
|
1.98K
$88.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-277- 3.01% |
$12.1K - $14.9K
|
8.92K
$398K
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
SELL
|
- |
-278- 0.65% |
$12.1K - $15K
|
42.6K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-280- 0.14% |
$12.2K - $15.1K
|
193K
$8.6M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-289- 0.4% |
$12.6K - $15.6K
|
72.1K
$3.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-300- 1.5% |
$13.1K - $16.2K
|
19.7K
$878K
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-319- 7.65% |
$13.9K - $17.2K
|
3.85K
$172K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-343Closed |
$15K - $18.5K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Kbc Group Nv
|
SELL
|
- |
-375Closed |
$16.4K - $20.2K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-378- 2.01% |
$16.5K - $20.4K
|
18.4K
$820K
|
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-400- 0.24% |
$17.5K - $21.5K
|
165K
$7.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-489- 0.08% |
$21.3K - $26.3K
|
602K
$26.8M
|