KCS Wealth Advisory - EPR PPTYS ownership

EPR PPTYS's ticker is EPRPRE and the CUSIP is 26884U307. A total of 25 filers reported holding EPR PPTYS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
KCS Wealth Advisory ownership history of EPR PPTYS
ValueSharesWeighting
Q2 2023$1,258,716
+6.1%
44,383
-1.0%
0.44%
-2.9%
Q1 2023$1,186,269
+2.0%
44,850
-0.8%
0.45%
-7.0%
Q4 2022$1,162,790
-3.2%
45,192
-3.4%
0.48%
-12.8%
Q3 2022$1,201,000
-14.8%
46,785
-0.5%
0.55%
-11.6%
Q2 2022$1,410,000
+19.4%
46,999
+42.3%
0.63%
+32.3%
Q4 2021$1,181,000
+43.2%
33,036
-13.9%
0.47%
-43.5%
Q1 2020$825,000
-40.9%
38,372
+5.0%
0.84%
-19.7%
Q4 2019$1,396,000
-99.9%
36,560
+13.9%
1.04%
+21.4%
Q3 2019$1,245,480,000
+107269.0%
32,100
+5.0%
0.86%
-6.0%
Q2 2019$1,160,000
+2.7%
30,577
+2.6%
0.92%
-6.9%
Q1 2019$1,129,000
+31.3%
29,801
+17.8%
0.98%
+8.5%
Q4 2018$860,000
+10.5%
25,290
+16.7%
0.91%
+25.6%
Q3 2018$778,000
+11.3%
21,667
+8.0%
0.72%
+13.7%
Q1 2018$699,000
+13.3%
20,057
+19.8%
0.64%
+6.4%
Q4 2017$617,00016,7440.60%
Other shareholders
EPR PPTYS shareholders Q3 2023
NameSharesValueWeighting ↓
Orinda Asset Management LLC 54,268$1,844,0001.97%
Forward Management, LLC 644,101$21,893,0001.31%
American Assets Capital Advisers, LLC 35,100$1,193,0000.91%
RMR Advisors LLC 16,400$557,0000.28%
SCHNIEDERS CAPITAL MANAGEMENT LLC 6,200$211,0000.13%
PALISADE CAPITAL MANAGEMENT, LP 109,400$3,665,0000.09%
Nuveen Asset Management, LLC 243,839$8,288,0000.04%
COHEN & STEERS, INC. 414,104$14,075,0000.04%
COHEN & STEERS CAPITAL MANAGEMENT INC 414,104$14,075,0000.04%
LAFFER TENGLER INVESTMENTS, INC. 6,571$223,348,0000.03%
View complete list of EPR PPTYS shareholders