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 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.97KNew |
$79.5K - $96.4K
|
1.97K
$88.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 31.63% |
$76.8K - $93.1K
|
7.9K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.88K+ 2.97% |
$75.8K - $92K
|
65K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.76K+ 4.45% |
$71.2K - $86.3K
|
41.4K
$1.86M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.75K+ 274.45% |
$70.8K - $85.8K
|
2.39K
$107K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.73K+ 19.69% |
$69.7K - $84.6K
|
10.5K
$471K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.53K+ 22.23% |
$62K - $75.1K
|
8.43K
$379K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.45K+ 42.17% |
$58.4K - $70.8K
|
4.87K
$219K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.37K+ 8.59% |
$55.5K - $67.3K
|
17.4K
$779K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.35K+ 12.02% |
$54.7K - $66.3K
|
12.6K
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 23.85% |
$54.3K - $65.8K
|
6.97K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.25KNew |
$50.6K - $61.3K
|
1.25K
$56.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.21K+ 35.28% |
$49K - $59.4K
|
4.64K
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.11KNew |
$44.8K - $54.3K
|
1.11K
$49.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
1.04KNew |
$42.2K - $51.1K
|
1.04K
$46.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
996+ 8.86% |
$40.3K - $48.8K
|
12.2K
$550K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
988+ 2.16% |
$39.9K - $48.4K
|
46.7K
$2.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
977+ 8.91% |
$39.5K - $47.9K
|
11.9K
$536K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
917+ 8.69% |
$37.1K - $45K
|
11.5K
$515K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
901+ 37.78% |
$36.4K - $44.2K
|
3.29K
$148K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
890+ 0.64% |
$36K - $43.6K
|
140K
$6.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
850+ 0.34% |
$34.4K - $41.7K
|
251K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
728+ 4.38% |
$29.4K - $35.7K
|
17.4K
$779K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
687+ 3.91% |
$27.8K - $33.7K
|
18.3K
$821K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
637New |
$25.8K - $31.2K
|
637
$28.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
623+ 3.34% |
$25.2K - $30.5K
|
19.3K
$865K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
587New |
$23.7K - $28.8K
|
587
$26.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
530+ 8.77% |
$21.4K - $26K
|
6.58K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
512New |
$20.7K - $25.1K
|
512
$23K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
492+ 7.59% |
$19.9K - $24.1K
|
6.98K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
492+ 201.64% |
$19.9K - $24.1K
|
736
$33.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
480+ 8.15% |
$19.4K - $23.5K
|
6.37K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
479+ 1.77% |
$19.4K - $23.5K
|
27.5K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
450New |
$18.2K - $22.1K
|
450
$20.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
436+ 4.78% |
$17.6K - $21.4K
|
9.56K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
402+ 4.9% |
$16.3K - $19.7K
|
8.61K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
400+ 1.9% |
$16.2K - $19.6K
|
21.4K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
397+ 0.94% |
$16.1K - $19.5K
|
42.7K
$1.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
388+ 10.93% |
$15.7K - $19K
|
3.94K
$177K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
383+ 6.95% |
$15.5K - $18.8K
|
5.9K
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
364+ 1.63% |
$14.7K - $17.8K
|
22.7K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
332+ 30.49% |
$13.4K - $16.3K
|
1.42K
$63.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
321New |
$13K - $15.7K
|
321
$14.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
320+ 0.98% |
$12.9K - $15.7K
|
32.9K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
310New |
$12.5K - $15.2K
|
310
$13.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
307+ 59.5% |
$12.4K - $15K
|
823
$37K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
297+ 1.55% |
$12K - $14.6K
|
19.5K
$875K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
295+ 0.31% |
$11.9K - $14.5K
|
94.3K
$4.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
283+ 3.08% |
$11.4K - $13.9K
|
9.49K
$426K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
217+ 2.25% |
$8.77K - $10.6K
|
9.85K
$442K
|