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EPR Properties

297 hedge funds and large institutions have $1.77B invested in EPR Properties in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 135 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
-17
Holders Change %
-5.41%
% of All Funds
6.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
35
Increased
63
Reduced
135
Closed
50
Calls
$25M
Puts
$29.6M
Net Calls
-$4.59M
Net Calls Change
-$5.75M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
226
Avion Wealth
Texas
$31K
SPIA
227
Steward Partners Investment Advisory
New York
$30K -$42.1K -1,531 -58%
SIS
228
Sound Income Strategies
Florida
$29K +$984 +36 +4%
PA
229
Parallel Advisors
California
$26K -$3.48K -126 -12%
CAL
230
Capital Analysts LLC
Pennsylvania
$26K
CFA
231
Carroll Financial Associates
North Carolina
$25K -$2.89K -105 -10%
RWA
232
Ropes Wealth Advisors
Massachusetts
$23K
MAM
233
Meeder Asset Management
Ohio
$22K +$17.2K +620 +363%
LC
234
Lindbrook Capital
California
$21K
ASN
235
Advisory Services Network
Georgia
$20K +$20K +736 New
NSIM
236
North Star Investment Management
Illinois
$18K
APA
237
American Portfolios Advisors
New York
$17.6K
AF
238
Advisornet Financial
Minnesota
$14K
LWA
239
Lenox Wealth Advisors
New York
$14K
BCA
240
Berman Capital Advisors
Georgia
$13K
HNB
241
Huntington National Bank
Ohio
$11K
NFSG
242
Newbridge Financial Services Group
Florida
$11K +$11K +392 New
DSC
243
Duncker Streett & Co
Missouri
$9K
IA
244
IFP Advisors
Florida
$8K -$9.25K -310 -54%
JWA
245
JFS Wealth Advisors
Pennsylvania
$8K
CFD
246
Creative Financial Designs
Indiana
$8K +$2.6K +100 +48%
AWA
247
Arkadios Wealth Advisors
Georgia
$7.63K
BWM
248
BerganKDV Wealth Management
Minnesota
$7K
PFGIA
249
Patriot Financial Group Insurance Agency
Massachusetts
$7K
VNA
250
Valley National Advisers
Pennsylvania
$7K