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

Institutional Holders (2014Q3)
Portfolio Summary: 5 Institutional holders with a total value of $13,360,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Avalon Investment & Advisory 174,141 8,825,000 66.06%
2 Banyan Partners, LLC 57,296 2,904,000 21.74%
3 SCHNIEDERS CAPITAL MANAGEMENT LLC 15,825 802,000 6.00%
4 KEELEY ASSET MANAGEMENT CORP 12,170 617,000 4.62%
5 World Asset Management Inc 4,177 212,000 1.59%

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.