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EPR Properties

319 hedge funds and large institutions have $2.13B invested in EPR Properties in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 115 increasing their positions, 113 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-15
Holders Change %
-4.49%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
39
Increased
115
Reduced
113
Closed
49
Calls
$19.1M
Puts
$14.6M
Net Calls
+$4.48M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Shares
Change %
VI
226
Versor Investments
New York
$226K +$226K +6,300 New
MSRPS
227
Maryland State Retirement & Pension System
Maryland
$221K
DT
228
Diversified Trust
Tennessee
$209K +$209K +5,836 New
Creative Planning
229
Creative Planning
Kansas
$204K +$9.35K +261 +5%
PTC
230
Private Trust Company
Ohio
$182K
TRCT
231
Tower Research Capital (TRC)
New York
$176K -$67.4K -1,880 -28%
US Bancorp
232
US Bancorp
Minnesota
$166K -$47.2K -1,322 -22%
BAM
233
Byrne Asset Management
New Jersey
$165K +$38.7K +1,076 +31%
SPIA
234
Steward Partners Investment Advisory
New York
$163K +$789 +22 +0.5%
VanEck Associates
235
VanEck Associates
New York
$154K -$88.3K -2,462 -36%
IA
236
IFP Advisors
Florida
$123K +$10.7K +153 +10%
SOW
237
State of Wyoming
Wyoming
$111K -$21.1K -586 -16%
HWA
238
Heritage Wealth Advisors
Virginia
$108K
MAM
239
Meeder Asset Management
Ohio
$85K +$41.1K +1,148 +93%
MLICM
240
Metropolitan Life Insurance Company (MetLife)
New York
$83.7K -$35.5K -990 -30%
GRP
241
Global Retirement Partners
California
$81K -$194 -5 -0.2%
S
242
SignatureFD
Georgia
$68K -$7K -196 -9%
APA
243
American Portfolios Advisors
New York
$60.7K -$6.71K -187 -10%
NICM
244
Neo Ivy Capital Management
New York
$60K +$27.9K +777 +87%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$57K +$7.86K +221 +16%
HFM
246
Harvest Fund Management
China
$49K
AWM
247
Activest Wealth Management
Florida
$47K +$47K +1,300 New
QCG
248
Quadrant Capital Group
Ohio
$45K -$7.8K -216 -15%
LC
249
Lindbrook Capital
California
$45K -$3.57K -100 -7%
PA
250
Parallel Advisors
California
$37K -$3.16K -87 -8%