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EPR Properties

325 hedge funds and large institutions have $2.25B invested in EPR Properties in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 133 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
5.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
133
Reduced
101
Closed
37
Calls
$17.5M
Puts
$94.3M
Net Calls
-$76.8M
Net Calls Change
-$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ECM
226
EMC Capital Management
Texas
$116K
HWA
227
Heritage Wealth Advisors
Virginia
$114K
Pacer Advisors
228
Pacer Advisors
Pennsylvania
$108K -$440K -11,542 -80%
QCG
229
Quadrant Capital Group
Ohio
$105K +$24K +629 +29%
GRP
230
Global Retirement Partners
California
$99.6K +$3.55K +85 +4%
MLICM
231
Metropolitan Life Insurance Company (MetLife)
New York
$88.1K -$343 -9 -0.4%
S
232
SignatureFD
Georgia
$85K +$13.9K +366 +20%
PA
233
Parallel Advisors
California
$81.7K +$22.5K +591 +38%
Point72 Asset Management
234
Point72 Asset Management
Connecticut
$80K -$8.8M -231,091 -99%
SPIA
235
Steward Partners Investment Advisory
New York
$79.6K -$53.6K -1,406 -40%
TRCT
236
Tower Research Capital (TRC)
New York
$72K +$13K +341 +22%
Loomis, Sayles & Company
237
Loomis, Sayles & Company
Massachusetts
$64K -$12.3K -323 -16%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$55K -$8.2K -215 -13%
SWM
239
Spire Wealth Management
Virginia
$53.1K
IA
240
IFP Advisors
Florida
$53K -$37K -604 -41%
HFM
241
Harvest Fund Management
China
$52K
VF
242
VitalStone Financial
Texas
$50K +$50K +1,062 New
HNB
243
Huntington National Bank
Ohio
$45.9K +$8.27K +217 +22%
RCM
244
Raleigh Capital Management
North Carolina
$40.8K +$5.49K +144 +16%
C
245
Covestor
United Kingdom
$39K +$35.8K +926 +1,102%
AIP
246
Ahrens Investment Partners
Louisiana
$36.2K +$36.2K +950 New
EWA
247
EverSource Wealth Advisors
Alabama
$35.3K +$2.1K +55 +6%
LC
248
Lindbrook Capital
California
$34.6K -$15.2K -398 -30%
IAIM
249
International Assets Investment Management
Florida
$33.8K -$2.87K -1,360 -8%
Lazard Asset Management
250
Lazard Asset Management
New York
$29K +$29K +764 New