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EPR Properties

293 hedge funds and large institutions have $2.91B invested in EPR Properties in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 109 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
5.16%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
48
Increased
72
Reduced
109
Closed
41
Calls
$110M
Puts
$25.1M
Net Calls
+$85.2M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$23.8K -$6.62K -142 -22%
LWA
227
Lenox Wealth Advisors
New York
$23K
MAM
228
Meeder Asset Management
Ohio
$22K -$13.1K -281 -37%
LC
229
Lindbrook Capital
California
$22K
BCA
230
Berman Capital Advisors
Georgia
$21K
BWA
231
BDO Wealth Advisors
Florida
$21K
AWA
232
Arkadios Wealth Advisors
Georgia
$18K
CFD
233
Creative Financial Designs
Indiana
$14K
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$14K +$5.99K +130 +75%
BWM
235
BerganKDV Wealth Management
Minnesota
$12K
APC
236
Aspire Private Capital
North Carolina
$12K
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$11K
VFA
238
Valeo Financial Advisors
Indiana
$10K
SWA
239
SOA Wealth Advisors
New York
$10K
AF
240
Advisornet Financial
Minnesota
$9K
BC
241
Barnett & Company
Tennessee
$9K
VRM
242
Vectors Research Management
New York
$9K
HFA
243
Hoover Financial Advisors
Pennsylvania
$9K
BFG
244
Baron Financial Group
New Jersey
$8.76K
EFSCE
245
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
HWA
246
HHM Wealth Advisors
Tennessee
$8K
PWMG
247
Prestige Wealth Management Group
New Jersey
$8K
VNA
248
Valley National Advisers
Pennsylvania
$7K -$3K -60 -30%
NSIM
249
North Star Investment Management
Illinois
$7K
RIA
250
RPG Investment Advisory
California
$7K