Purchases and Sales Made in Q4 2024 in Epr Properties (EPR)
This table provides information about the institutional ownership of Epr Properties (EPR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
210+ 0.64% |
$9.07K - $10.4K
|
32.9K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
200+ 0.29% |
$8.63K - $9.88K
|
70.1K
$3.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
187+ 0.86% |
$8.07K - $9.24K
|
22K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
182New |
$7.86K - $8.99K
|
182
$9.24K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
181+ 2.14% |
$7.81K - $8.94K
|
8.63K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
175+ 2.63% |
$7.55K - $8.64K
|
6.84K
$347K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
166+ 9.08% |
$7.17K - $8.2K
|
2K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
163New |
$7.04K - $8.05K
|
163
$8.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
160New |
$6.91K - $7.9K
|
160
$8.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
155+ 163.16% |
$6.69K - $7.66K
|
250
$12.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
145+ 1611.11% |
$6.26K - $7.16K
|
154
$7.82K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
142+ 4.55% |
$6.13K - $7.01K
|
3.27K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
138+ 7.04% |
$5.96K - $6.82K
|
2.1K
$106K
|
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
122+ 1.82% |
$5.27K - $6.03K
|
6.81K
$346K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
99+ 0.11% |
$4.27K - $4.89K
|
92.1K
$4.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
90+ 0.47% |
$3.89K - $4.45K
|
19.2K
$976K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
82+ 13.04% |
$3.54K - $4.05K
|
711
$36.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
73+ 3.66% |
$3.15K - $3.61K
|
2.07K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
71+ 1.16% |
$3.07K - $3.51K
|
6.19K
$314K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
68+ 4.58% |
$2.94K - $3.36K
|
1.55K
$78.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
58+ 0.43% |
$2.5K - $2.86K
|
13.6K
$691K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
57+ 0.33% |
$2.46K - $2.82K
|
17.5K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
55New |
$2.37K - $2.72K
|
55
$2.79K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 2650.0% |
$2.29K - $2.62K
|
55
$2.79K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
53+ 0.85% |
$2.29K - $2.62K
|
6.31K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
43+ 0.65% |
$1.86K - $2.12K
|
6.61K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
43+ 3.85% |
$1.86K - $2.12K
|
1.16K
$58.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
38+ 52.78% |
$1.64K - $1.88K
|
110
$5.59K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
34New |
$1.47K - $1.68K
|
34
$1.73K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
32+ 0.19% |
$1.38K - $1.58K
|
16.8K
$855K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
27New |
$1.17K - $1.33K
|
27
$1.37K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
26+ 6.1% |
$1.12K - $1.28K
|
452
$23K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
25New |
$1.08K - $1.23K
|
25
$1.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
25+ 40.98% |
$1.08K - $1.23K
|
86
$4.37K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 1.33% |
$1.04K - $1.19K
|
1.83K
$92.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
24New |
$1.04K - $1.19K
|
24
$1.22K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
23New |
$993 - $1.14K
|
23
$1.17K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
22New |
$950 - $1.09K
|
22
$1.12K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17New |
$734 - $840
|
17
$863
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.68% |
$691 - $790
|
2.38K
$121K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 19.23% |
$648 - $741
|
93
$4.72K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 7.69% |
$475 - $543
|
154
$7.82K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 1.95% |
$432 - $494
|
523
$26.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 2.17% |
$302 - $346
|
329
$16.7K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4New |
$173 - $198
|
4
$203
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1+ 0.18% |
$43.2 - $49.4
|
561
$28.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$43.2 - $49.4
|
1
$50.8
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 3.7% |
$43.2 - $49.4
|
28
$1.42K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12- 0.24% |
$518 - $593
|
4.99K
$253K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-12- 70.59% |
$518 - $593
|
5
$254
|