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EPR Properties

293 hedge funds and large institutions have $2.91B invested in EPR Properties in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 109 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
5.16%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
48
Increased
72
Reduced
109
Closed
41
Calls
$110M
Puts
$25.1M
Net Calls
+$85.2M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Shares
Change %
AIG
251
American International Group
New York
$6.31K +$40 +858 +0.6%
PFBT
252
Parkside Financial Bank & Trust
Missouri
$6K
KTC
253
Kistler-Tiffany Companies
Pennsylvania
$6K
Fidelity Investments
254
Fidelity Investments
Massachusetts
$6K +$2.77K +59 +86%
MFT
255
Moisand Fitzgerald Tamayo
Florida
$5K
LWP
256
Laurel Wealth Planning
Minnesota
$5K
OCM
257
Orion Capital Management
California
$5K
CAC
258
Certified Advisory Corp
Florida
$5K +$5K +98 New
WT
259
Whittier Trust
California
$5K +$5K +111 New
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$4K -$6.09K -108 -60%
SIM
261
Sonora Investment Management
Arizona
$4K
GI
262
Gradient Investments
Minnesota
$4K
FPS
263
Fieldpoint Private Securities
Connecticut
$4K
EI
264
Ellevest Inc
New York
$4K
WCM
265
Wealthcare Capital Management
Virginia
$4K +$4K +84 New
TPCW
266
TD Private Client Wealth
New York
$3.87K
GWS
267
Glassman Wealth Services
Virginia
$3K
AF
268
Allworth Financial
California
$3K
CWA
269
Core Wealth Advisors
Florida
$3K
RDFA
270
Ritter Daniher Financial Advisory
Ohio
$3K
SFS
271
Sowell Financial Services
Arkansas
$3K +$750 +13 +33%
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$3K -$77 -1,645 -2%
PCG
273
Private Capital Group
Connecticut
$2K -$1.67K -41 -46%
JWM
274
Janiczek Wealth Management
Colorado
$2K
CFO
275
CVA Family Office
Colorado
$2K +$2K +35 New