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EPR Properties

335 hedge funds and large institutions have $1.53B invested in EPR Properties in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-90
Holders Change %
-21.18%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
46
Increased
127
Reduced
106
Closed
131
Calls
$8.01M
Puts
$21.8M
Net Calls
-$13.8M
Net Calls Change
+$8.66M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
251
BerganKDV Wealth Management
Minnesota
$18K
LM
252
Legg Mason
Maryland
$18K
VCP
253
Verus Capital Partners
Arizona
$18K +$7.74K +311 +75%
NSIM
254
North Star Investment Management
Illinois
$17K +$24 +1 +0.1%
AF
255
Advisornet Financial
Minnesota
$15K -$47 -2 -0.3%
APA
256
American Portfolios Advisors
New York
$13.4K +$9.69K +400 +258%
KPW
257
Kore Private Wealth
New York
$12K -$19.3K -770 -62%
LWA
258
Lenox Wealth Advisors
New York
$12K
HNB
259
Huntington National Bank
Ohio
$10K -$13.8K -563 -58%
BFEC
260
Benjamin F. Edwards & Company
Missouri
$10K -$2.38K -95 -19%
CBT
261
Capital Bank & Trust
California
$10K -$2.04K -81 -17%
DSC
262
Duncker Streett & Co
Missouri
$10K
LC
263
Lindbrook Capital
California
$8K -$1.98K -78 -20%
TAIM
264
TD Ameritrade Investment Management
Nebraska
$7K -$20.3K -788 -74%
JWA
265
JFS Wealth Advisors
Pennsylvania
$7K +$7K +300 New
SPIA
266
Steward Partners Investment Advisory
New York
$6K -$5.25K -244 -47%
RFM
267
Royal Fund Management
Florida
$6K -$4.34K -207 -42%
PI
268
PineBridge Investments
New York
$6K -$2.77K -120 -32%
Fuller & Thaler Asset Management
269
Fuller & Thaler Asset Management
California
$6K +$98 +4 +2%
CIA
270
CSat Investment Advisory
Michigan
$6K +$943 +41 +19%
VNA
271
Valley National Advisers
Pennsylvania
$6K +$3.55K +145 +145%
FHA
272
Flagship Harbor Advisors
Massachusetts
$5K
CFD
273
Creative Financial Designs
Indiana
$5K
AP
274
Arlington Partners
Alabama
$5K
BC
275
Barnett & Company
Tennessee
$5K