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EPR Properties

320 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, 116 increasing their positions, 113 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $14.6M

3% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 113

0.69% more ownership

Funds ownership: 78.4%79.08% (+0.69%)

5% less funds holding

Funds holding: 336320 (-16)

22% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 50

23% less capital invested

Capital invested by funds: $2.75B → $2.13B (-$623M)

Holders
320
Holders Change
-16
Holders Change %
-4.76%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
116
Reduced
113
Closed
50
Calls
$19.1M
Puts
$14.6M
Net Calls
+$4.48M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
226
Pathstone Family Office
New Jersey
$235K +$308K +6,529 New
VI
227
Versor Investments
New York
$226K +$297K +6,300 New
MSRPS
228
Maryland State Retirement & Pension System
Maryland
$221K
DT
229
Diversified Trust
Tennessee
$209K +$275K +5,836 New
Creative Planning
230
Creative Planning
Kansas
$204K +$12.3K +261 +5%
PTC
231
Private Trust Company
Ohio
$182K
TRCT
232
Tower Research Capital (TRC)
New York
$176K -$88.7K -1,880 -28%
US Bancorp
233
US Bancorp
Minnesota
$166K -$62.4K -1,322 -22%
BAM
234
Byrne Asset Management
New Jersey
$165K +$50.8K +1,076 +31%
SPIA
235
Steward Partners Investment Advisory
New York
$163K +$1.04K +22 +0.5%
VanEck Associates
236
VanEck Associates
New York
$154K -$116K -2,462 -36%
IA
237
IFP Advisors
Florida
$123K +$7.22K +153 +10%
SOW
238
State of Wyoming
Wyoming
$111K -$27.7K -586 -16%
HWA
239
Heritage Wealth Advisors
Virginia
$108K
MAM
240
Meeder Asset Management
Ohio
$85K +$54.2K +1,148 +93%
MLICM
241
Metropolitan Life Insurance Company (MetLife)
New York
$83.7K -$46.7K -990 -30%
GRP
242
Global Retirement Partners
California
$81K -$236 -5 -0.2%
S
243
SignatureFD
Georgia
$68K -$9.25K -196 -9%
APA
244
American Portfolios Advisors
New York
$60.7K -$8.82K -187 -10%
NICM
245
Neo Ivy Capital Management
New York
$60K +$36.7K +777 +87%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$57K +$10.4K +221 +16%
HFM
247
Harvest Fund Management
China
$49K
AWM
248
Activest Wealth Management
Florida
$47K +$61.3K +1,300 New
QCG
249
Quadrant Capital Group
Ohio
$45K -$10.2K -216 -15%
LC
250
Lindbrook Capital
California
$45K -$4.72K -100 -7%