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EPR Properties

334 hedge funds and large institutions have $2.75B invested in EPR Properties in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 136 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-16
Holders Change %
-4.57%
% of All Funds
5.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
136
Reduced
93
Closed
48
Calls
$27.5M
Puts
$28M
Net Calls
-$517K
Net Calls Change
+$4.27M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
226
Private Trust Company
Ohio
$239K +$32.3K +687 +16%
EVM
227
Eaton Vance Management
Massachusetts
$235K -$57.8K -1,231 -20%
PAM
228
Panagora Asset Management
Massachusetts
$234K
P
229
Pitcairn
Pennsylvania
$233K -$141 -3 -0.1%
RSWM
230
Robertson Stephens Wealth Management
California
$221K
SPIA
231
Steward Partners Investment Advisory
New York
$212K +$984 +21 +0.5%
AAS
232
Avantax Advisory Services
Texas
$208K +$329 +7 +0.2%
AssetMark Inc
233
AssetMark Inc
California
$208K +$197K +4,193 +1,823%
FTDI
234
First Trust Direct Indexing
Massachusetts
$207K +$4.78K +102 +2%
MA
235
Mutual Advisors
Nebraska
$202K
SOW
236
State of Wyoming
Wyoming
$172K +$64.2K +1,369 +60%
BAM
237
Byrne Asset Management
New Jersey
$170K -$30.3K -625 -15%
MLICM
238
Metropolitan Life Insurance Company (MetLife)
New York
$156K -$49.7K -1,060 -24%
SSG
239
Summit Securities Group
New York
$150K -$155K -3,300 -51%
CL
240
CSS LLC
Illinois
$145K +$145K +3,090 New
HWA
241
Heritage Wealth Advisors
Virginia
$141K
IA
242
IFP Advisors
Florida
$113K
GC
243
Globeflex Capital
California
$101K
S
244
SignatureFD
Georgia
$99K +$4.71K +100 +5%
GRP
245
Global Retirement Partners
California
$98K +$281 +6 +0.3%
APA
246
American Portfolios Advisors
New York
$88.2K +$3.76K +80 +4%
PA
247
PSI Advisors
Florida
$86K -$23.7K -504 -22%
PHK
248
Point72 Hong Kong
Hong Kong
$73K -$29.9K -633 -29%
QCG
249
Quadrant Capital Group
Ohio
$69K +$6.79K +144 +11%
COCM
250
Charter Oak Capital Management
New Hampshire
$67K