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EPR Properties

307 hedge funds and large institutions have $2.87B invested in EPR Properties in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 105 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
103
Reduced
105
Closed
36
Calls
$73.7M
Puts
$18M
Net Calls
+$55.7M
Net Calls Change
-$36.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
251
BerganKDV Wealth Management
Minnesota
$12K
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$49 +1 +0.4%
HNB
253
Huntington National Bank
Ohio
$12K +$7.9K +158 +193%
AP
254
Arlington Partners
Alabama
$11K
SWA
255
SOA Wealth Advisors
New York
$11K
APC
256
Aspire Private Capital
North Carolina
$11K +$11K +231 New
VRM
257
Vectors Research Management
New York
$10K
AF
258
Advisornet Financial
Minnesota
$10K
BFG
259
Baron Financial Group
New Jersey
$9.28K
Fidelity Investments
260
Fidelity Investments
Massachusetts
$9K -$2.21K -43 -20%
BU
261
BBVA USA
Alabama
$9K
PWMG
262
Prestige Wealth Management Group
New Jersey
$9K
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$9K +$2.83K +61 +46%
KIG
264
Kowal Investment Group
Wisconsin
$9K +$9K +190 New
HA
265
Herold Advisors
New York
$9K +$9K +200 New
HWA
266
HHM Wealth Advisors
Tennessee
$8K
RIA
267
RPG Investment Advisory
California
$7K
PFBT
268
Parkside Financial Bank & Trust
Missouri
$7K
KTC
269
Kistler-Tiffany Companies
Pennsylvania
$7K
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$7K +$6.1K +122 +678%
WQ
271
Wealth Quarterback
New Jersey
$7K +$7K +131 New
BIA
272
Bell Investment Advisors
California
$7K +$7K +132 New
LWP
273
Laurel Wealth Planning
Minnesota
$6K
EI
274
Ellevest Inc
New York
$6K +$744 +15 +14%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$5K -$161 -3 -3%