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EPR Properties

320 hedge funds and large institutions have $2.13B invested in EPR Properties in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 113 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $14.6M

3% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 113

0.69% more ownership

Funds ownership: 78.4%79.08% (+0.69%)

5% less funds holding

Funds holding: 336320 (-16)

22% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 50

23% less capital invested

Capital invested by funds: $2.75B → $2.13B (-$623M)

Holders
320
Holders Change
-16
Holders Change %
-4.76%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
116
Reduced
113
Closed
50
Calls
$19.1M
Puts
$14.6M
Net Calls
+$4.48M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$37K -$4.11K -87 -8%
HI
252
Harbour Investments
Wisconsin
$36K
PA
253
PSI Advisors
Florida
$35K -$40.1K -849 -46%
SWM
254
Spire Wealth Management
Virginia
$34K -$20.7K -438 -31%
HNB
255
Huntington National Bank
Ohio
$32K -$944 -20 -2%
BBHC
256
Brown Brothers Harriman & Co
New York
$30K +$31.9K +677 +420%
SIS
257
Sound Income Strategies
Florida
$20K
Lazard Asset Management
258
Lazard Asset Management
New York
$20K +$27.6K +584 New
UB
259
UMB Bank
Missouri
$19K
SSG
260
Summit Securities Group
New York
$18K -$127K -2,699 -84%
DWA
261
Delos Wealth Advisors
Texas
$18K +$23.6K +500 New
TWA
262
TCI Wealth Advisors
Arizona
$17K +$20.9K +443 +1,477%
BWA
263
BDO Wealth Advisors
Florida
$16K
RCM
264
Raleigh Capital Management
North Carolina
$16K +$11.3K +240 +112%
RTC
265
Riverview Trust Company
Washington
$15K +$19.2K +406 New
AF
266
Allworth Financial
California
$14K -$236 -5 -1%
WFA
267
Wipfli Financial Advisors
Wisconsin
$14K +$17.8K +377 New
TWC
268
TD Waterhouse Canada
Ontario, Canada
$13.2K -$15.8K -334 -50%
HIIFS
269
Harel Insurance Investments & Financial Services
Israel
$13K -$15.1K -320 -46%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$11K -$8.49K -180 -38%
BTI
271
Blue Trust Inc
Georgia
$11K
IRC
272
Investors Research Corp
Georgia
$11K
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$10K +$189 +4 +1%
BWM
274
BerganKDV Wealth Management
Minnesota
$9K
APC
275
Aspire Private Capital
North Carolina
$8K -$944 -20 -9%