EPR PPTYS shareholder history

Current and past EPR PPTYS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cutler Capital Management, LLC 42420.41%1.46%2.41%Q2 2013Q3 202342
ROYAL BANK OF CANADA 2980.00%0.00%0.00%Q2 2013Q3 202337
WELLS FARGO & COMPANY/MN 2980.00%0.00%0.00%Q2 2013Q3 202337
CAMDEN ASSET MANAGEMENT L P /CA 2880.25%0.81%1.53%Q4 2013Q3 202336
D.A. DAVIDSON & CO. 2680.02%0.06%0.10%Q4 2013Q3 202334
Forward Management, LLC 2940.06%0.63%2.06%Q2 2013Q3 202233
UBS Group AG 2380.00%0.00%0.00%Q4 2014Q3 202331
WHITTIER TRUST CO 2280.00%0.00%0.01%Q1 2015Q3 202330
PUTNAM INVESTMENTS LLC 28280.01%0.02%0.04%Q2 2013Q1 202028
MORGAN STANLEY 1980.00%0.00%0.00%Q4 2015Q3 202327
GEODE CAPITAL MANAGEMENT, LLC 24240.00%0.01%0.01%Q2 2014Q1 202024
EQUITEC SPECIALISTS, LLC 23230.34%2.17%4.69%Q4 2014Q2 202023
Force Capital Management LLC 22220.06%0.33%0.65%Q2 2013Q3 201822
CSS LLC/IL 710.00%0.09%0.33%Q1 2015Q2 202320
LDR Capital Management LLC 1283.15%9.40%18.75%Q4 2017Q3 202320
Brookfield Asset Management 810.00%0.01%0.04%Q2 2013Q3 202319
BANK OF AMERICA CORP /DE/ 810.00%0.00%0.00%Q3 2015Q3 202319
THRIVENT FINANCIAL FOR LUTHERANS 16160.01%0.03%0.05%Q3 2016Q2 202016
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 880.00%0.00%0.00%Q3 2018Q3 202316
SSI INVESTMENT MANAGEMENT LLC 870.02%0.04%0.06%Q3 2014Q4 201815
I.G. INVESTMENT MANAGEMENT, LTD. 14140.00%0.01%0.01%Q2 2013Q3 201614
BlackRock Inc. 860.00%0.00%0.00%Q1 2019Q3 202314
Laurel Wealth Advisors, Inc. 13130.09%0.15%0.23%Q4 2015Q4 201813
LADENBURG THALMANN FINANCIAL SERVICES INC. 13130.00%0.00%0.00%Q4 2016Q4 201913
MSI Financial Services Inc 12120.00%0.00%0.00%Q2 2013Q1 201612
Advisor Group, Inc. 11110.00%0.00%0.00%Q2 2017Q4 201911
BANK OF MONTREAL /CAN/ 1010.00%0.00%0.01%Q2 2013Q2 201911
EII CAPITAL MANAGEMENT, INC. 11110.01%0.04%0.08%Q2 2013Q4 201511
Nuveen Asset Management, LLC 11110.00%0.00%0.00%Q3 2015Q1 201811
OAKTREE CAPITAL MANAGEMENT LP 10100.02%0.24%0.48%Q4 2012Q1 201510
WOLVERINE ASSET MANAGEMENT LLC 820.00%0.01%0.01%Q1 2020Q3 202310
DEUTSCHE BANK AG\ 640.00%0.00%0.01%Q3 2013Q1 201710
MUFG Americas Holdings Corp 610.00%0.03%0.08%Q3 2016Q4 201910
SCHNIEDERS CAPITAL MANAGEMENT LLC 640.08%0.10%0.13%Q2 2016Q4 201910
OSAIC HOLDINGS, INC. 820.00%0.00%0.00%Q1 2020Q3 202310
CITIGROUP INC 510.00%0.00%0.00%Q2 2013Q1 20169
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.00%Q2 2013Q2 20159
Creative Planning 880.00%0.00%0.00%Q3 2015Q2 20178
BASSO CAPITAL MANAGEMENT, L.P. 620.01%0.19%0.80%Q3 2013Q4 20168
Skaana Management L.P. 880.92%2.35%3.38%Q4 2021Q3 20238
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q4 2021Q3 20238
Glendon Capital Management LP 880.93%1.17%1.42%Q4 2021Q3 20238
Aequim Alternative Investments LP 770.03%0.16%0.31%Q1 2022Q3 20237
Hendershot Investments Inc. 770.04%0.06%0.07%Q4 2021Q2 20237
Tidal Investments LLC 420.04%0.07%0.09%Q1 2022Q3 20236
MARINER INVESTMENT GROUP LLC 661.47%2.18%3.43%Q2 2013Q3 20146
OTA Financial Group L.P. 420.76%2.57%4.56%Q4 2013Q2 20156
GOODWIN DANIEL L 420.04%0.09%0.13%Q2 2013Q4 20146
BESSEMER GROUP INC 660.00%0.00%0.00%Q1 2017Q2 20186
INFRASTRUCTURE CAPITAL ADVISORS, LLC 510.02%0.19%0.39%Q1 2022Q3 20236
Weiss Asset Management LP 320.57%1.71%2.96%Q2 2016Q4 20195
Dynamic Advisor Solutions LLC 550.30%0.51%0.63%Q2 2014Q2 20155
Nut Tree Capital Management, LP 320.96%2.13%3.71%Q1 2020Q2 20225
CREDIT SUISSE AG/ 550.00%0.00%0.00%Q3 2013Q3 20145
BARCLAYS PLC 440.00%0.00%0.00%Q2 2014Q1 20155
COHEN & STEERS, INC. 310.00%0.00%0.00%Q4 2021Q3 20234
WESTWOOD HOLDINGS GROUP INC 440.01%0.01%0.01%Q4 2022Q3 20234
UBS AG 210.00%0.00%0.00%Q2 2013Q3 20144
Mirae Asset Global Investments Co., Ltd. 440.00%0.00%0.01%Q4 2021Q3 20224
Janney Montgomery Scott LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Parallel Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BlueCrest Capital Management Ltd 330.02%0.02%0.02%Q3 2022Q1 20233
Daiwa Securities Group Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Echo Street Capital Management LLC 330.07%0.10%0.12%Q2 2013Q4 20133
FBR & Co. 330.89%1.03%1.22%Q2 2013Q4 20133
Hudson Bay Capital Management LP 330.03%0.03%0.03%Q3 2018Q1 20193
LPL Financial LLC 210.00%0.00%0.01%Q2 2013Q1 20163
Wagner Wealth Management, LLC 210.00%0.00%0.00%Q4 2021Q3 20223
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q1 2019Q2 20203
Warberg Asset Management LLC 220.14%0.16%0.18%Q2 2023Q3 20232
Virtus ETF Advisers LLC 110.02%0.02%0.03%Q1 2017Q3 20182
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q4 2017Q1 20182
Kohlberg Kravis Roberts & Co. L.P. 220.04%0.05%0.05%Q4 2016Q1 20172
DigitalBridge Group, Inc. 220.12%0.22%0.32%Q2 2023Q3 20232
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q4 20182
Brookfield Public Securities Group LLC 110.02%0.02%0.02%Q1 2020Q1 20201
InvenTrust Properties Corp. 110.10%0.10%0.10%Q1 2015Q1 20151
BOOTHBAY FUND MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
OTA LLC 114.56%4.56%4.56%Q2 2014Q2 20141
SPRING CREEK CAPITAL LLC 110.03%0.03%0.03%Q4 2021Q4 20211
CASPIAN CAPITAL LP 113.47%3.47%3.47%Q4 2021Q4 20211
NEW GENERATION ADVISORS, LLC 112.46%2.46%2.46%Q2 2020Q2 20201
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q4 2020Q4 20201
Citadel Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Mitsubishi UFJ Securities Holdings Co., Ltd. 110.81%0.81%0.81%Q1 2016Q1 20161
Counsel Portfolio Services Inc. 110.03%0.03%0.03%Q2 2016Q2 20161
Standard General L.P. 110.94%0.94%0.94%Q1 2020Q1 20201
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q3 2019Q3 20191
Elmwood Wealth Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
External links

This page lists all the filers that currently own EPR PPTYS or have owned EPR PPTYS in the past.