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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 33.1 M -USD 1.41 M -50,400 -4%
Equitec Specialists
2
Equitec Specialists
Illinois
USD 19.6 M -USD 522 k -18,630 -3%
Geode Capital Management
3
Geode Capital Management
Massachusetts
USD 18.4 M – – –
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
USD 7.78 M +USD 2.1 M +75,000 +35%
Putnam Investments
5
Putnam Investments
Massachusetts
USD 7.19 M -USD 96.4 k -3,440 -1%
Forward Management
6
Forward Management
California
USD 6.89 M – – –
Cutler Capital Management
7
Cutler Capital Management
Massachusetts
USD 4.92 M – – –
D.A. Davidson & Co
8
D.A. Davidson & Co
Montana
USD 2.66 M +USD 172 k +6,129 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 726 k – – –
SSI Investment Management
10
SSI Investment Management
California
USD 606 k – – –
FCM
11
Force Capital Management
New York
USD 553 k – – –
Laurel Wealth Advisors (California)
12
Laurel Wealth Advisors (California)
California
USD 376 k – – –
Wells Fargo
13
Wells Fargo
California
USD 353 k +USD 4.2 k +150 +1%
Morgan Stanley
14
Morgan Stanley
New York
USD 254 k – – –
CL
15
CSS LLC
Illinois
USD 248 k – – –
Schnieders Capital Management
16
Schnieders Capital Management
California
USD 206 k – – –
Whittier Trust
17
Whittier Trust
California
USD 175 k – – –
UBS Group
18
UBS Group
Switzerland
USD 34 k -USD 32.8 k -1,171 -49%
Ladenburg Thalmann Financial Services
19
Ladenburg Thalmann Financial Services
Florida
USD 29 k – – –
Bank of America
20
Bank of America
North Carolina
USD 14 k – – –
Bessemer Group
21
Bessemer Group
New Jersey
USD 14 k – – –
Advisor Group
22
Advisor Group
Arizona
USD 7 k – – –
Nuveen
23
Nuveen
North Carolina
USD 1 k – – –
Brookfield Corp
24
Brookfield Corp
Ontario, Canada
– -USD 96 k -3,403 Cerradas
Creative Planning
25
Creative Planning
Kansas
– -USD 6 k -200 Cerradas
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