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

Institutional Holders (2014Q2)
Portfolio Summary: 6 Institutional holders with a total value of $16,050,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 176,099 9,839,000 61.30%
2 Banyan Partners, LLC 53,766 3,004,000 18.72%
3 Convergence Investment Partners, LLC 30,833 1,723,000 10.74%
4 SCHNIEDERS CAPITAL MANAGEMENT LLC 11,825 661,000 4.12%
5 KEELEY ASSET MANAGEMENT CORP 10,570 591,000 3.68%
6 World Asset Management Inc 4,148 232,000 1.45%

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.