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EPR Properties

314 hedge funds and large institutions have $3.13B invested in EPR Properties in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 85 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
51
Increased
85
Reduced
106
Closed
28
Calls
$114M
Puts
$21.7M
Net Calls
+$91.8M
Net Calls Change
+$6.65M
Name Holding Trade Value Shares
Change
Shares
Change %
FFG
226
Ford Financial Group
California
$158K +$158K +3,016 New
SAS
227
Stelac Advisory Services
New York
$122K -$30.6K -581 -20%
HFM
228
Harvest Fund Management
China
$113K +$113K +2,157 New
S
229
SignatureFD
Georgia
$111K +$2.32K +44 +2%
NICM
230
Neo Ivy Capital Management
New York
$110K +$110K +2,085 New
GRP
231
Global Retirement Partners
California
$102K
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$77K
QCG
233
Quadrant Capital Group
Ohio
$68K
EVM
234
Eaton Vance Management
Massachusetts
$68K +$40.5K +767 +148%
SWM
235
Spire Wealth Management
Virginia
$54K
GWM
236
Geneos Wealth Management
Colorado
$53K -$6.08K -117 -10%
IA
237
IFP Advisors
Florida
$47K +$15.9K +300 +51%
CFGS
238
Concourse Financial Group Securities
Alabama
$45K +$4.94K +94 +12%
PA
239
Parallel Advisors
California
$43K
SPIA
240
Steward Partners Investment Advisory
New York
$41K +$14.3K +272 +53%
KBC Group
241
KBC Group
Belgium
$40K -$567K -10,636 -93%
SIS
242
Sound Income Strategies
Florida
$39K -$1.86K -35 -5%
AWM
243
Accel Wealth Management
Iowa
$37K
PHK
244
Point72 Hong Kong
Hong Kong
$35K -$490K -9,311 -93%
APA
245
American Portfolios Advisors
New York
$32.1K -$14.3K -272 -31%
MAM
246
Meeder Asset Management
Ohio
$32K +$7.4K +142 +30%
HI
247
Harbour Investments
Wisconsin
$30K
LWA
248
Lenox Wealth Advisors
New York
$26K
LC
249
Lindbrook Capital
California
$25K
BWA
250
BDO Wealth Advisors
Florida
$24K