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EPR Properties

348 hedge funds and large institutions have $2.28B invested in EPR Properties in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
5.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
157
Reduced
92
Closed
40
Calls
$17.6M
Puts
$32.4M
Net Calls
-$14.8M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
226
Private Advisor Group
New Jersey
$304K -$31.8K -748 -9%
CIM
227
Cambria Investment Management
California
$300K +$29.2K +689 +11%
MNBTD
228
Moody National Bank Trust Division
Texas
$298K +$9.98K +235 +3%
I
229
InceptionR
California
$288K +$288K +6,776 New
KPWS
230
Kestra Private Wealth Services
Texas
$285K +$285K +6,667 New
BAM
231
Byrne Asset Management
New Jersey
$283K +$4.03K +95 +1%
UOC
232
UBS O'Connor
Illinois
$280K +$280K +6,600 New
PAM
233
Panagora Asset Management
Massachusetts
$272K +$22.2K +522 +9%
Corient Private Wealth
234
Corient Private Wealth
Florida
$271K +$4.92K +116 +2%
PTC
235
Private Trust Company
Ohio
$270K +$55.2K +1,301 +26%
PWP
236
Pursue Wealth Partners
California
$264K +$264K +6,218 New
SAM
237
Securian Asset Management
Minnesota
$262K -$4.25K -100 -2%
AA
238
ALPS Advisors
Colorado
$261K +$15.7K +370 +6%
AHL
239
Abel Hall LLC
Louisiana
$259K +$259K +6,113 New
NW
240
Naviter Wealth
Arkansas
$257K +$51.3K +1,200 +25%
Verition Fund Management
241
Verition Fund Management
Connecticut
$254K -$136K -3,213 -35%
GLA
242
Great Lakes Advisors
Illinois
$250K +$250K +5,892 New
US Bancorp
243
US Bancorp
Minnesota
$249K -$23.9K -562 -9%
Focus Partners Wealth
244
Focus Partners Wealth
Massachusetts
$248K
MSRPS
245
Maryland State Retirement & Pension System
Maryland
$246K
P
246
Pitcairn
Pennsylvania
$236K -$2.42K -57 -1%
EFI
247
EHP Funds Inc
Canada
$233K -$29.7K -700 -11%
JFG
248
Jefferies Financial Group
New York
$231K +$231K +5,430 New
MGP
249
Metis Global Partners
California
$222K +$12.1K +285 +6%
WA
250
Wealthstar Advisors
Texas
$218K -$934 -22 -0.4%