Purchases and Sales Made in Q4 2023 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
12.7KNew |
$515K - $625K
|
12.7K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
12.1K+ 0.29% |
$488K - $591K
|
4.21M
$196M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.8K+ 9.35% |
$437K - $530K
|
126K
$5.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
10.4KNew |
$419K - $508K
|
10.4K
$483K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.2K+ 25.37% |
$413K - $501K
|
50.5K
$2.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
9.75KNew |
$394K - $478K
|
9.75K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
9.7KNew |
$392K - $475K
|
9.7K
$452K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9.7K+ 153.01% |
$392K - $475K
|
16K
$747K
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
9KNew |
$364K - $441K
|
9K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
8.73KNew |
$353K - $428K
|
8.73K
$407K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.96K+ 54.4% |
$322K - $390K
|
22.6K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.53KNew |
$304K - $369K
|
7.53K
$351K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.92K+ 63.14% |
$280K - $339K
|
17.9K
$833K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.54KNew |
$264K - $320K
|
6.54K
$304K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
6.1K+ 5.48% |
$247K - $299K
|
117K
$5.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.77K+ 6.94% |
$233K - $283K
|
88.9K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.74K+ 4.74% |
$232K - $281K
|
127K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
5.6KNew |
$226K - $274K
|
5.6K
$261K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
5.45K+ 27.58% |
$221K - $267K
|
25.2K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
5.33K+ 5.28% |
$215K - $261K
|
106K
$4.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
5.32K+ 14.73% |
$215K - $261K
|
41.4K
$1.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
5.24KNew |
$212K - $257K
|
5.24K
$244K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.09K+ 14.74% |
$206K - $250K
|
39.6K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
4.95KNew |
$200K - $243K
|
4.95K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
4.88K+ 1.46% |
$197K - $239K
|
340K
$15.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.84KNew |
$196K - $237K
|
4.84K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.81KNew |
$195K - $236K
|
4.81K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.81K+ 17.3% |
$195K - $236K
|
32.6K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.77KNew |
$193K - $234K
|
4.77K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.77KNew |
$193K - $234K
|
4.77K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.72KNew |
$191K - $232K
|
4.72K
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
4.7K+ 22.3% |
$190K - $231K
|
25.8K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.65KNew |
$188K - $228K
|
4.65K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
4.64KNew |
$188K - $228K
|
4.64K
$216K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.58KNew |
$185K - $225K
|
4.58K
$213K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
4.52KNew |
$183K - $221K
|
4.52K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.49KNew |
$182K - $220K
|
4.49K
$209K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
4.39KNew |
$177K - $215K
|
4.39K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.28KNew |
$173K - $210K
|
4.28K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.24KNew |
$171K - $208K
|
4.24K
$198K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.21K+ 8.57% |
$170K - $207K
|
53.4K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
4.14KNew |
$167K - $203K
|
4.14K
$193K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.12K+ 7.69% |
$166K - $202K
|
57.6K
$2.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.76K+ 14.32% |
$152K - $184K
|
30K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.75K+ 13.97% |
$152K - $184K
|
30.6K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.27K+ 51.55% |
$132K - $160K
|
9.6K
$447K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
3.16K+ 0.3% |
$128K - $155K
|
1.06M
$49.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.11K+ 6.7% |
$126K - $152K
|
49.5K
$2.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.23K+ 10.24% |
$90K - $109K
|
24K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
2.01K+ 4.08% |
$81.1K - $98.3K
|
51.1K
$2.38M
|