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EPR Properties

325 hedge funds and large institutions have $2.25B invested in EPR Properties in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 133 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
5.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
133
Reduced
101
Closed
37
Calls
$17.5M
Puts
$94.3M
Net Calls
-$76.8M
Net Calls Change
-$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
251
Harbour Investments
Wisconsin
$25.2K -$2.63K -69 -9%
KHC
252
Koesten Hirschmann & Crabtree
Kansas
$23K
AF
253
Allworth Financial
California
$22.5K +$12.1K +317 +116%
NA
254
NewEdge Advisors
Louisiana
$21.3K -$4.76K -125 -18%
KM
255
Kalos Management
Georgia
$20.3K +$20.3K +534 New
BWA
256
BDO Wealth Advisors
Florida
$17.1K
SIS
257
Sound Income Strategies
Florida
$17.1K
UB
258
UMB Bank
Missouri
$16.2K -$3.81K -100 -19%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$14.8K +$2.32K +61 +19%
EWM
260
Evermay Wealth Management
Virginia
$13K -$6.14K -160 -32%
BAM
261
Belpointe Asset Management
Nevada
$12K +$2.86K +75 +31%
IRC
262
Investors Research Corp
Georgia
$11.4K
AWM
263
Accel Wealth Management
Iowa
$10.4K
CCP
264
Carmel Capital Partners
California
$10.4K +$10.4K +272 New
CFGS
265
Concourse Financial Group Securities
Alabama
$10.3K +$2.99K +78 +41%
MIM
266
Macroview Investment Management
Maryland
$10.2K +$3.73K +98 +58%
BTI
267
Blue Trust Inc
Georgia
$10K -$143 -4 -1%
BWM
268
BerganKDV Wealth Management
Minnesota
$9.53K
QL
269
Quarry LP
New York
$9.41K +$800 +21 +9%
HIIFS
270
Harel Insurance Investments & Financial Services
Israel
$9K -$5.87K -150 -39%
SWA
271
SOA Wealth Advisors
New York
$8.57K
PA
272
PSI Advisors
Florida
$8.4K +$38 +1 +0.5%
WP
273
WealthPLAN Partners
Nebraska
$8.23K +$8.23K +216 New
AP
274
Arlington Partners
Alabama
$8.19K
APC
275
Aspire Private Capital
North Carolina
$8.04K