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EPR Properties

332 hedge funds and large institutions have $2.21B invested in EPR Properties in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 133 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+13
Holders Change %
+4.08%
% of All Funds
5.36%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
55
Increased
133
Reduced
93
Closed
37
Calls
$22M
Puts
$53.6M
Net Calls
-$31.5M
Net Calls Change
-$36M
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
251
Raleigh Capital Management
North Carolina
$35K +$17.8K +473 +104%
EWA
252
EverSource Wealth Advisors
Alabama
$32.9K +$32.9K +871 New
SOW
253
State of Wyoming
Wyoming
$28.6K -$87.7K -2,325 -75%
HI
254
Harbour Investments
Wisconsin
$27.6K -$1.4K -37 -5%
AWM
255
Accurate Wealth Management
Florida
$25.4K +$25.4K +678 New
KHC
256
Koesten Hirschmann & Crabtree
Kansas
$22.8K +$22.8K +603 New
CG
257
Cutler Group
California
$21K +$21K +578 New
UB
258
UMB Bank
Missouri
$20K
SSG
259
Summit Securities Group
New York
$20K +$1.24K +33 +7%
EWM
260
Evermay Wealth Management
Virginia
$19K +$19K +500 New
DWA
261
Delos Wealth Advisors
Texas
$18.9K
BWA
262
BDO Wealth Advisors
Florida
$17K
SIS
263
Sound Income Strategies
Florida
$16.9K -$4.15K -110 -20%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$14.2K +$11.3K +300 +390%
HIIFS
265
Harel Insurance Investments & Financial Services
Israel
$14K
OWA
266
One Wealth Advisors
California
$12.7K +$12.7K +336 New
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$12.3K +$1.09K +29 +10%
IRC
268
Investors Research Corp
Georgia
$11.3K
BTI
269
Blue Trust Inc
Georgia
$11K +$1.63K +42 +17%
AF
270
Allworth Financial
California
$10.3K -$4.59K -122 -31%
AWM
271
Accel Wealth Management
Iowa
$10.3K +$3.13K +83 +44%
CA
272
CoreCap Advisors
Michigan
$10.3K +$10.3K +272 New
BWM
273
BerganKDV Wealth Management
Minnesota
$9.43K
BAM
274
Belpointe Asset Management
Nevada
$9.05K +$9.05K +240 New
DFCM
275
Dark Forest Capital Management
Puerto Rico
$8.86K +$8.86K +235 New