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EPR Properties

364 hedge funds and large institutions have $4.77B invested in EPR Properties in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
8.34%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
45
Increased
140
Reduced
116
Closed
27
Calls
$16M
Puts
$17M
Net Calls
-$960K
Net Calls Change
+$788K
Name Holding Trade Value Shares
Change
Shares
Change %
SMDAM
251
Sumitomo Mitsui DS Asset Management
Japan
$234K +$234K +3,426 New
Nuveen Asset Management
252
Nuveen Asset Management
Illinois
$230K +$11.8K +173 +5%
HIMCH
253
Hartford Investment Management Co (HIMCO)
Connecticut
$227K -$14.4K -210 -6%
CAN
254
Cetera Advisor Networks
California
$227K +$227K +3,315 New
ANRIA
255
American National Registered Investment Advisor
Texas
$226K -$47.9K -700 -18%
WEC
256
Winslow Evans & Crocker
Massachusetts
$218K -$20.4K -296 -9%
IAA
257
Independent Advisor Alliance
North Carolina
$218K +$218K +3,232 New
SLF
258
Sun Life Financial
Ontario, Canada
$216K +$1.37K +20 +0.6%
SMG
259
Smart Money Group
Texas
$216K +$2.81K +41 +1%
SWA
260
SFMG Wealth Advisors
Texas
$208K -$164K -2,400 -44%
LWAC
261
Laurel Wealth Advisors (California)
California
$208K -$102K -1,499 -33%
UB
262
UMB Bank
Missouri
$207K +$207K +3,028 New
RJT
263
Raymond James Trust
Florida
$205K +$205K +2,995 New
BC
264
Burney Company
Virginia
$202K +$202K +2,951 New
CIA
265
Capital Investment Advisors
Georgia
$202K +$202K +2,959 New
PCM
266
Prelude Capital Management
New York
$177K -$95.1K -1,391 -35%
GWM
267
Geneos Wealth Management
Colorado
$131K +$2.92K +43 +2%
GRP
268
Global Retirement Partners
California
$126K +$1.98K +29 +2%
S
269
SignatureFD
Georgia
$125K -$5.28K -77 -4%
PCG
270
Private Capital Group
Connecticut
$115K
FHB
271
First Hawaiian Bank
Hawaii
$113K +$113K +1,648 New
NIT
272
NumerixS Investment Technologies
British Columbia, Canada
$94K +$94K +1,400 New
PCP
273
Proficio Capital Partners
Massachusetts
$79K
PA
274
Parallel Advisors
California
$77K +$1.84K +27 +2%
PCIA
275
Prime Capital Investment Advisors
Kansas
$66K -$121K -1,764 -65%