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EPR Properties 5.75% Series C Preferred Shares
EPR.PRC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Camden Asset Management
1
Camden Asset Management
California
USD 33.6 M -USD 2.08 M -92,063 -6%
Putnam Investments
2
Putnam Investments
Massachusetts
USD 8.51 M – – –
Geode Capital Management
3
Geode Capital Management
Massachusetts
USD 6.65 M – – –
Forward Management
4
Forward Management
California
USD 5.51 M – – –
Cutler Capital Management
5
Cutler Capital Management
Massachusetts
USD 4.05 M – – –
D.A. Davidson & Co
6
D.A. Davidson & Co
Montana
USD 2.12 M +USD 242 k +10,735 +13%
I.G. Investment Management
7
I.G. Investment Management
Manitoba, Canada
USD 2.12 M – – –
Equitec Specialists
8
Equitec Specialists
Illinois
USD 1.82 M +USD 443 k +19,606 +31%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 838 k – – –
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
USD 725 k – – –
FCM
11
Force Capital Management
New York
USD 522 k -USD 105 k -4,665 -17%
Bank of America
12
Bank of America
North Carolina
USD 504 k +USD 514 k +22,765 Nuevas
ECM
13
EII Capital Management
New York
USD 503 k – – –
CL
14
CSS LLC
Illinois
USD 284 k -USD 463 k -20,530 -62%
Wells Fargo
15
Wells Fargo
California
USD 268 k +USD 45.1 k +2,000 +20%
SSI Investment Management
16
SSI Investment Management
California
USD 231 k – – –
Brookfield Corp
17
Brookfield Corp
Ontario, Canada
USD 188 k +USD 192 k +8,504 Nuevas
Whittier Trust
18
Whittier Trust
California
USD 140 k – – –
UBS Group
19
UBS Group
Switzerland
USD 38 k +USD 15.8 k +701 +70%
Citigroup
20
Citigroup
New York
USD 25 k +USD 16.5 k +729 +185%
MSI Financial Services
21
MSI Financial Services
Massachusetts
USD 7 k – – –
Creative Planning
22
Creative Planning
Kansas
USD 4 k +USD 4.51 k +200 Nuevas
Nuveen
23
Nuveen
North Carolina
USD 2 k – – –
Dynamic Advisor Solutions
24
Dynamic Advisor Solutions
Arizona
– -USD 516 k -22,459 Cerradas