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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 35.5 M -USD 2.48 M -86,226 -6%
ES
2
Equitec Specialists
Illinois
USD 20.6 M +USD 3.96 M +137,593 +23%
Geode Capital Management
3
Geode Capital Management
Massachusetts
USD 18.9 M – – –
Putnam Investments
4
Putnam Investments
Massachusetts
USD 7.5 M -USD 49 k -1,703 -0.6%
Forward Management
5
Forward Management
California
USD 7.13 M – – –
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
USD 6.01 M +USD 1.09 M +37,800 +22%
CCM
7
Cutler Capital Management
Massachusetts
USD 5.02 M – – –
D.A. Davidson & Co
8
D.A. Davidson & Co
Montana
USD 2.54 M -USD 158 k -5,480 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 753 k – – –
SSI Investment Management
10
SSI Investment Management
California
USD 615 k – – –
FCM
11
Force Capital Management
New York
USD 564 k – – –
Laurel Wealth Advisors (California)
12
Laurel Wealth Advisors (California)
California
USD 384 k – – –
Wells Fargo
13
Wells Fargo
California
USD 360 k +USD 3.6 k +125 +1%
Morgan Stanley
14
Morgan Stanley
New York
USD 260 k +USD 11.5 k +400 +5%
CL
15
CSS LLC
Illinois
USD 253 k – – –
Schnieders Capital Management
16
Schnieders Capital Management
California
USD 210 k – – –
Whittier Trust
17
Whittier Trust
California
USD 179 k – – –
Brookfield Corp
18
Brookfield Corp
Ontario, Canada
USD 96 k – – –
UBS Group
19
UBS Group
Switzerland
USD 67 k +USD 5.76 k +200 +9%
Ladenburg Thalmann Financial Services
20
Ladenburg Thalmann Financial Services
Florida
USD 30 k – – –
Bank of America
21
Bank of America
North Carolina
USD 14 k – – –
Bessemer Group
22
Bessemer Group
New Jersey
USD 14 k – – –
Advisor Group
23
Advisor Group
Arizona
USD 7 k +USD 7.2 k +250 Nuevas
MUFG Americas
24
MUFG Americas
New York
USD 6 k -USD 1.3 M -45,046 -100%
Creative Planning
25
Creative Planning
Kansas
USD 6 k – – –
1
2