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EPR Properties

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
201
Affinity Investment Advisors
California
$342K +$363K +8,238 New
JMPWA
202
JP Morgan Private Wealth Advisors
California
$342K +$837 +19 +0.2%
MML Investors Services
203
MML Investors Services
Massachusetts
$341K +$10.9K +247 +3%
MAM
204
Martingale Asset Management
Massachusetts
$330K +$350K +7,947 New
PWA
205
PCG Wealth Advisors
Kansas
$329K
CBOR
206
Community Bank of Raymore
Missouri
$329K
D.E. Shaw & Co
207
D.E. Shaw & Co
New York
$327K -$14K -318 -4%
Mackenzie Financial
208
Mackenzie Financial
Ontario, Canada
$322K -$141K -3,201 -29%
FFN
209
Focus Financial Network
Minnesota
$317K +$20.5K +466 +7%
SS
210
Sound Stewardship
Kansas
$316K
IMPI
211
Ilmarinen Mutual Pension Insurance
Finland
$312K -$2.97M -67,500 -90%
PFO
212
Pathstone Family Office
New Jersey
$289K +$67.7K +1,538 +28%
AWM
213
AE Wealth Management
Kansas
$286K +$304K +6,896 New
SEI Investments
214
SEI Investments
Pennsylvania
$269K +$50.6K +1,150 +22%
IA
215
IAM Advisory
Pennsylvania
$267K +$283K +6,417 New
GCP
216
GSA Capital Partners
United Kingdom
$266K -$572K -12,991 -67%
CIM
217
Cambria Investment Management
California
$265K -$70.3K -1,596 -20%
SAM
218
Securian Asset Management
Minnesota
$265K -$11.2K -255 -4%
WVP
219
Worth Venture Partners
New Jersey
$264K +$280K +6,350 New
Pacer Advisors
220
Pacer Advisors
Pennsylvania
$263K -$412K -9,353 -60%
SIC
221
Samalin Investment Counsel
New York
$263K +$28.8K +655 +12%
US Bancorp
222
US Bancorp
Minnesota
$262K -$18.2K -413 -6%
Corient Private Wealth
223
Corient Private Wealth
Florida
$261K +$20.6K +468 +8%
BCM
224
BTC Capital Management
Iowa
$260K +$275K +6,253 New
PI
225
Putnam Investments
Massachusetts
$256K -$3.49M -79,209 -93%