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EPR Properties
EPR Properties. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 5 Institutional holders with a total value of $10,956,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 129,194 6,898,000 62.96%
2 Banyan Partners, LLC 53,343 2,848,000 25.99%
3 SCHNIEDERS CAPITAL MANAGEMENT LLC 9,725 519,000 4.74%
4 KEELEY ASSET MANAGEMENT CORP 8,640 461,000 4.21%
5 World Asset Management Inc 4,313 230,000 2.10%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.