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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
215New |
$8.69K - $10.5K
|
215
$9.66K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
213+ 1.9% |
$8.61K - $10.4K
|
11.4K
$513K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
204New |
$8.25K - $10K
|
204
$9.16K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
200+ 3.33% |
$8.09K - $9.8K
|
6.2K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
185+ 3.41% |
$7.48K - $9.07K
|
5.61K
$252K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
183+ 26.99% |
$7.4K - $8.97K
|
861
$38.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
154New |
$6.23K - $7.55K
|
154
$6.92K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
146+ 1.61% |
$5.9K - $7.16K
|
9.19K
$413K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
118+ 1.87% |
$4.77K - $5.78K
|
6.42K
$288K
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
100+ 0.76% |
$4.04K - $4.9K
|
13.3K
$597K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.56% |
$4.04K - $4.9K
|
18.1K
$813K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.47% |
$4.04K - $4.9K
|
21.3K
$956K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
86+ 0.1% |
$3.48K - $4.22K
|
86.9K
$3.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
75+ 0.21% |
$3.03K - $3.68K
|
35.1K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
54+ 0.32% |
$2.18K - $2.65K
|
16.8K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
51New |
$2.06K - $2.5K
|
51
$2.29K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51+ 3.34% |
$2.06K - $2.5K
|
1.58K
$71K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
42New |
$1.7K - $2.06K
|
42
$1.89K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32New |
$1.29K - $1.57K
|
32
$1.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25+ 113.64% |
$1.01K - $1.23K
|
47
$2.11K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 2.61% |
$768 - $931
|
746
$33.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19New |
$768 - $931
|
19
$853
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 1.18% |
$364 - $441
|
773
$34.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8New |
$323 - $392
|
8
$359
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 1.81% |
$202 - $245
|
282
$12.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.9% |
$80.9 - $98
|
225
$10.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.14% |
$80.9 - $98
|
1.4K
$62.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 2.5% |
$162 - $196
|
156
$7.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-7- 0.3% |
$283 - $343
|
2.31K
$104K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-7- 0.14% |
$283 - $343
|
5.16K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13- 0.21% |
$526 - $637
|
6.27K
$282K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-19- 1.98% |
$768 - $931
|
940
$42.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-24- 17.78% |
$970 - $1.18K
|
111
$4.99K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24- 66.67% |
$970 - $1.18K
|
12
$539
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44- 0.85% |
$1.78K - $2.16K
|
5.14K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-47- 6.51% |
$1.9K - $2.3K
|
675
$30.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-47- 35.61% |
$1.9K - $2.3K
|
85
$3.82K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-50- 0.22% |
$2.02K - $2.45K
|
22.9K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-51- 30.72% |
$2.06K - $2.5K
|
115
$5.17K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-51- 4.7% |
$2.06K - $2.5K
|
1.04K
$46.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-56- 0.15% |
$2.26K - $2.75K
|
36.4K
$1.64M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-59- 4.75% |
$2.39K - $2.89K
|
1.18K
$53.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-60- 43.48% |
$2.43K - $2.94K
|
78
$3.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-64- 13.91% |
$2.59K - $3.14K
|
396
$17.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-74- 0.76% |
$2.99K - $3.63K
|
9.65K
$434K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-77- 0.54% |
$3.11K - $3.77K
|
14.3K
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-80- 1.37% |
$3.23K - $3.92K
|
5.78K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.57% |
$4.04K - $4.9K
|
6.28K
$282K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.47% |
$4.04K - $4.9K
|
21.2K
$952K
|