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EPR Properties

307 hedge funds and large institutions have $2.87B invested in EPR Properties in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 105 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
103
Reduced
105
Closed
36
Calls
$73.7M
Puts
$18M
Net Calls
+$55.7M
Net Calls Change
-$36.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
226
Global Retirement Partners
California
$97K +$941 +19 +1%
SPIA
227
Steward Partners Investment Advisory
New York
$92K +$53.2K +1,074 +137%
PCM
228
Penserra Capital Management
California
$88K +$88K +1,786 New
CG
229
Cutler Group
California
$69K -$88.7K -1,800 -56%
QCG
230
Quadrant Capital Group
Ohio
$66K +$2.32K +47 +4%
SWM
231
Spire Wealth Management
Virginia
$51K
GWM
232
Geneos Wealth Management
Colorado
$47K -$5.62K -109 -11%
PA
233
Parallel Advisors
California
$42K +$1.05K +21 +3%
NICM
234
Neo Ivy Capital Management
New York
$41K -$28.8K -861 -41%
MAM
235
Meeder Asset Management
Ohio
$37K +$6.99K +143 +23%
CFGS
236
Concourse Financial Group Securities
Alabama
$36K -$6.8K -136 -16%
COCM
237
Charter Oak Capital Management
New Hampshire
$31K +$13.7K +275 +79%
APA
238
American Portfolios Advisors
New York
$30.1K
IA
239
IFP Advisors
Florida
$29K -$14.5K -295 -33%
SIS
240
Sound Income Strategies
Florida
$28K -$8.77K -175 -24%
HI
241
Harbour Investments
Wisconsin
$25K -$3.08K -62 -11%
LWA
242
Lenox Wealth Advisors
New York
$25K
BCA
243
Berman Capital Advisors
Georgia
$23K
LC
244
Lindbrook Capital
California
$23K
BWA
245
BDO Wealth Advisors
Florida
$22K
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$20K +$5.35K +111 +37%
KBC Group
247
KBC Group
Belgium
$19K -$19K -375 -50%
AF
248
Allworth Financial
California
$19K +$15.5K +310 +449%
AWA
249
Arkadios Wealth Advisors
Georgia
$16K -$2.19K -47 -12%
ST
250
Sageworth Trust
Pennsylvania
$16K