EPR PPTYS shareholder history

Current and past EPR PPTYS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
PALISADE CAPITAL MANAGEMENT, LP 3080.06%0.09%0.14%Q4 2012Q3 202338
COHEN & STEERS, INC. 2880.00%0.02%0.04%Q2 2013Q3 202336
BANK OF AMERICA CORP /DE/ 2880.00%0.00%0.00%Q2 2013Q3 202336
STIFEL FINANCIAL CORP 2570.00%0.00%0.00%Q1 2014Q2 202332
Forward Management, LLC 2840.79%1.72%3.41%Q2 2013Q3 202232
UBS Group AG 2280.00%0.00%0.00%Q4 2014Q3 202330
WELLS FARGO & COMPANY/MN 1750.00%0.00%0.00%Q2 2014Q3 202330
SCHNIEDERS CAPITAL MANAGEMENT LLC 2170.12%0.62%0.94%Q1 2015Q3 202328
Laffer Tengler Investments, Inc. 27270.00%0.08%0.27%Q3 2013Q1 202027
RMR Advisors LLC 27270.18%0.27%0.33%Q3 2013Q1 202027
MORGAN STANLEY 1880.00%0.00%0.00%Q4 2015Q3 202326
CAMDEN ASSET MANAGEMENT L P /CA 1610.10%0.45%1.04%Q4 2014Q3 202325
ROYAL BANK OF CANADA 1610.00%0.00%0.00%Q2 2013Q3 202325
Nuveen Asset Management, LLC 19190.00%0.00%0.04%Q3 2014Q1 201919
Creative Planning 1810.00%0.00%0.00%Q1 2015Q4 201919
Daiwa Securities Group Inc. 1510.00%0.01%0.02%Q2 2013Q1 201818
LDR Capital Management LLC 820.48%3.17%5.50%Q4 2017Q3 202317
APG Asset Management US Inc. 17170.01%0.01%0.01%Q2 2013Q2 201717
WHITTIER TRUST CO 17170.00%0.00%0.00%Q1 2015Q1 201917
Orinda Asset Management LLC 16160.77%2.07%4.36%Q2 2013Q1 201716
Brookfield Asset Management 1150.00%0.02%0.04%Q2 2013Q3 202316
THRIVENT FINANCIAL FOR LUTHERANS 15150.01%0.02%0.04%Q3 2016Q1 202015
INFRASTRUCTURE CAPITAL ADVISORS, LLC 870.05%0.73%2.87%Q4 2016Q3 202315
CRAWFORD INVESTMENT COUNSEL INC 15150.02%0.05%0.08%Q3 2015Q1 201915
KCS Wealth Advisory 710.44%0.70%1.04%Q4 2017Q2 202315
EQUITEC SPECIALISTS, LLC 1410.01%0.41%1.80%Q2 2016Q1 202015
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 870.00%0.00%0.00%Q3 2018Q3 202315
OAKTREE CAPITAL MANAGEMENT LP 1040.01%0.05%0.09%Q4 2012Q3 201614
BlackRock Inc. 850.00%0.00%0.00%Q1 2019Q3 202313
JPMORGAN CHASE & CO 1210.00%0.00%0.00%Q2 2013Q3 201913
MUFG Americas Holdings Corp 1030.00%0.03%0.09%Q3 2016Q4 201913
ClearBridge Investments 12120.00%0.00%0.00%Q2 2013Q1 201612
DEUTSCHE BANK AG\ 11110.00%0.00%0.00%Q3 2013Q1 201611
D.A. DAVIDSON & CO. 11110.00%0.00%0.00%Q4 2014Q2 201711
Invesco Ltd. 990.00%0.00%0.00%Q2 2013Q2 20159
WOLVERINE ASSET MANAGEMENT LLC 880.00%0.01%0.01%Q4 2021Q3 20238
CSS LLC/IL 310.00%0.10%0.43%Q3 2017Q3 20237
Janney Montgomery Scott LLC 610.00%0.01%0.02%Q4 2021Q3 20237
CREDIT SUISSE AG/ 330.00%0.00%0.00%Q2 2014Q3 20166
EII CAPITAL MANAGEMENT, INC. 660.00%0.00%0.00%Q3 2013Q4 20146
P SCHOENFELD ASSET MANAGEMENT LP 660.09%0.16%0.22%Q2 2013Q3 20146
Echo Street Capital Management LLC 660.18%0.85%1.52%Q2 2013Q3 20146
Citadel Advisors 550.00%0.00%0.00%Q2 2013Q2 20145
Global Retirement Partners, LLC 550.00%0.00%0.00%Q1 2017Q1 20185
Snow Park Capital Partners, LP 550.72%1.49%3.91%Q4 2017Q4 20185
Aequim Alternative Investments LP 550.04%0.04%0.05%Q3 2022Q3 20235
CITIGROUP INC 320.00%0.00%0.00%Q3 2013Q3 20155
UBS AG 550.00%0.00%0.00%Q3 2013Q3 20145
American Assets Capital Advisers, LLC 550.47%0.70%1.10%Q4 2014Q4 20155
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q1 2020Q2 20224
WESTWOOD HOLDINGS GROUP INC 440.06%0.07%0.07%Q4 2022Q3 20234
SFMG, LLC 310.02%0.02%0.02%Q4 2021Q2 20234
Nut Tree Capital Management, LP 311.06%1.90%3.24%Q1 2020Q2 20224
Steward Partners Investment Advisory, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Weiss Asset Management LP 331.05%1.70%2.42%Q2 2019Q4 20193
First Allied Advisory Services, Inc. 210.00%0.01%0.02%Q2 2013Q3 20193
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q1 2023Q3 20233
HOWE & RUSLING INC 210.00%0.00%0.00%Q2 2014Q3 20153
LPL Financial LLC 330.00%0.00%0.00%Q4 2022Q2 20233
FNY Investment Advisers, LLC 220.06%0.07%0.08%Q1 2022Q2 20222
OTA Financial Group L.P. 110.20%0.51%0.82%Q2 2016Q4 20182
HEITMAN REAL ESTATE SECURITIES LLC 220.04%0.04%0.04%Q2 2023Q3 20232
American Assets Investment Management, LLC 110.28%0.46%0.64%Q2 2013Q2 20142
W.G. Shaheen & Associates DBA Whitney & Co 220.02%0.02%0.02%Q2 2018Q3 20182
DigitalBridge Group, Inc. 220.09%0.12%0.15%Q2 2023Q3 20232
WFG Advisors, LP 220.00%0.00%0.00%Q2 2013Q3 20132
CITY NATIONAL BANK 220.01%0.02%0.03%Q2 2013Q3 20132
Legacy Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Aryeh Capital Management Ltd. 111.53%1.53%1.53%Q4 2021Q4 20211
Virtus ETF Advisers LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
COHEN & STEERS CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q1 2015Q1 20151
CASPIAN CAPITAL LP 110.23%0.23%0.23%Q4 2021Q4 20211
BlueCrest Capital Management Ltd 110.14%0.14%0.14%Q3 2023Q3 20231
OSAIC HOLDINGS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
SCHOLTZ & COMPANY, LLC 110.46%0.46%0.46%Q2 2016Q2 20161
Phocas Financial Corp. 110.00%0.00%0.00%Q2 2019Q2 20191
Ground Swell Capital, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Standard General L.P. 110.86%0.86%0.86%Q1 2020Q1 20201
Mitsubishi UFJ Securities Holdings Co., Ltd. 111.90%1.90%1.90%Q2 2016Q2 20161
ALTEGRIS ADVISORS, L.L.C. 111.19%1.19%1.19%Q3 2014Q3 20141
External links

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