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Get Institutions for : 
EPR Properties (EPR)  
$42.10 1.04 (2.53%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 346    6
Total shares held : 
56,266,292  
% of shares held : 
75.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  18  
Amount of shares held : 
-1,488,484  
% of shares held change : 
  -2%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$41.03  
Last Quarter's Ending Price : 
$48.45  
Last Quarter's Average Price
$44.58  
Change from last quarter's     
avg. price to the last closing  : 
2.48 (5.56%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
33
 2,134,630
 3.79%
 
Increased Positions :
126
 2,782,756
 4.95%
 
Unchanged Positions :
73
 1,755,777
 3.12%
 
Decreased Positions :
114
-2,807,918
-4.99%
 
Closed Positions :
27
-3,597,952
-6.39%
 
Guru Positions :
1
24,515
 0.04%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   PGGM INVESTMENTS 28 - 2023-12-31 1,272,738 $61,664,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 732 - 2023-12-31 89,436 $4,333,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 498 - 2023-12-31 30,600 $1,483,000 0
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 954 - 2023-12-31 25,698 $1,245,000 0
   South Dakota Investment Council 435 - 2023-12-31 24,142 $1,170,000 0
   GLOBEFLEX CAPITAL L P 170 - 2023-12-31 23,734 $1,150,000 0
   SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ 95 - 2023-12-31 18,000 $872,000 0
   SUMMIT INVESTMENT ADVISORS INC 662 - 2023-12-31 16,893 $818,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 261 - 2023-12-31 16,150 $782,000 0
   YALE CAPITAL CORP 290 - 2023-12-31 13,750 $666,000 0
   NEW MEXICO EDUCATIONAL RETIREMENT BOARD 791 - 2024-03-31 15,300 $649,000 0
   RDA Financial Network 115 - 2024-03-31 14,305 $607,000 0
   Pictet & Cie (Europe) SA 180 - 2023-12-31 10,737 $520,000 0
   AFFINITY INVESTMENT ADVISORS, LLC 119 - 2023-12-31 8,238 $399,000 0
   Sound Stewardship LLC 49 - 2023-12-31 7,609 $369,000 0
   Ilmarinen Mutual Pension Insurance Co 261 - 2023-12-31 7,500 $363,000 0
   Cambria Investment Management L.P. 239 - 2023-12-31 6,384 $309,000 0
   Maryland State Retirement & Pension System 1431 - 2024-03-31 6,172 $246,000 0
   COLONY GROUP LLC 687 - 2023-09-30 5,815 $242,000 0
   EMC Capital Management 181 - 2023-12-31 3,042 $147,000 0
   Heritage Wealth Advisors 238 - 2023-12-31 3,000 $145,000 0
   Global Retirement Partners LLC 926 - 2024-03-31 3,286 $140,000 0
   Harvest Fund Management Co. Ltd 383 - 2023-12-31 1,373 $67,000 0
   KBC GROUP NV 1448 - 2023-12-31 1,043 $51,000 0
   NBC SECURITIES INC. 1162 - 2024-03-31 1,083 $45,000 0
   Lindbrook Capital LLC 877 - 2024-03-31 940 $40,000 0
   LAZARD ASSET MANAGEMENT LLC 1752 - 2023-12-31 764 $37,000 0
   Koesten Hirschmann & Crabtree INC. 92 - 2023-12-31 603 $29,000 0
   BDO Wealth Advisors LLC 568 - 2023-06-30 450 $21,000 0
   AYRSHIRE ASSOCIATES INC 395 - 2023-12-31 340 $17,000 0
   Investors Research Corp 678 - 2023-12-31 300 $15,000 0
   BerganKDV Wealth Management LLC 535 - 2023-06-30 250 $12,000 0
   SOA Wealth Advisors LLC. 544 - 2024-03-31 225 $10,000 0
   Arlington Trust Co LLC 387 - 2024-03-31 215 $9,000 0
   Aspire Private Capital LLC 415 - 2024-03-31 211 $9,000 0
   Prestige Wealth Management Group LLC 481 - 2024-03-31 176 $8,000 0
   Goss Wealth Management LLC 2970 - 2023-12-31 138 $7,000 0
   KISTLERTIFFANY COMPANIES, LLC 749 - 2023-06-30 136 $6,000 0
   TD CAPITAL MANAGEMENT LLC 320 - 2023-12-31 101 $5,000 0
   Moisand Fitzgerald Tamayo LLC 382 - 2024-03-31 111 $5,000 0
   WHITTIER TRUST CO 1328 - 2023-12-31 111 $5,000 0
   PROEQUITIES INC. 1823 - 2023-12-31 94 $5,000 0
   Orion Capital Management LLC 411 - 2023-12-31 100 $5,000 0
   BESSEMER GROUP INC 1785 - 2023-12-31 106 $5,000 0
   Missouri Trust & Investment Co 337 - 2023-12-31 75 $4,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2846 - 2023-12-31 77 $4,000 0
   GHP INVESTMENT ADVISORS INC 727 - 2024-03-31 100 $4,000 0
   Cassady Schiller Wealth Management LLC 380 - 2023-12-31 53 $3,000 0
   Glassman Wealth Services 1254 - 2023-12-31 63 $3,000 0
   West Branch Capital LLC 370 - 2024-03-31 68 $3,000 0
   Cherry Tree Wealth Management LLC 471 - 2023-12-31 59 $3,000 0
   Capital Advisors Ltd. LLC 1081 - 2024-03-31 45 $2,000 0
   RFP Financial Group LLC 682 - 2023-12-31 34 $2,000 0
   Bruce G. Allen Investments LLC 742 - 2024-03-31 19 $1,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 1403 - 2024-03-31 33 $1,000 0
   Quent Capital LLC 1256 - 2023-12-31 12 $1,000 0
   TSFG LLC 717 - 2024-03-31 21 $1,000 0
   RE Dickinson Investment Advisors LLC 218 - 2023-12-31 17 $1,000 0
   JJJ Advisors Inc. 965 - 2024-03-31 15 $1,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 911 - 2024-03-31 13 $1,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 1 $0 0
   Financial Perspectives Inc 628 - 2024-03-31 8 $0 0

  62 Records found
  1    
  Page 1 of 1
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