EPR icon

EPR Properties

348 hedge funds and large institutions have $2.28B invested in EPR Properties in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
5.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
157
Reduced
92
Closed
40
Calls
$17.6M
Puts
$32.4M
Net Calls
-$14.8M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CBOR
251
Community Bank of Raymore
Missouri
$217K -$59.4K -1,400 -22%
D.E. Shaw & Co
252
D.E. Shaw & Co
New York
$214K +$214K +5,032 New
CIS
253
Custom Index Systems
New York
$209K -$13.7K -323 -6%
RSWM
254
Robertson Stephens Wealth Management
California
$201K -$1.03K -24 -0.5%
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$201K +$6.07K +143 +3%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$192K -$26.4K -622 -12%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$191K +$13.4K +320 +8%
Allspring Global Investments
258
Allspring Global Investments
North Carolina
$170K +$71.6K +1,686 +73%
IPW
259
Impact Partnership Wealth
Georgia
$168K -$29.6K -696 -15%
VEA
260
Virtus ETF Advisers
New York
$158K +$158K +3,721 New
S
261
SignatureFD
Georgia
$148K -$19.5K -459 -12%
GRP
262
Global Retirement Partners
California
$140K
HWA
263
Heritage Wealth Advisors
Virginia
$127K
QCG
264
Quadrant Capital Group
Ohio
$109K +$1.15K +27 +1%
SWM
265
Spire Wealth Management
Virginia
$108K +$49.1K +1,156 +83%
TRCT
266
Tower Research Capital (TRC)
New York
$108K -$721K -16,985 -87%
HI
267
Harbour Investments
Wisconsin
$102K +$70.8K +1,667 +223%
PA
268
Parallel Advisors
California
$101K +$3.57K +84 +4%
MLICM
269
Metropolitan Life Insurance Company (MetLife)
New York
$98.7K +$849 +20 +0.9%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$96.6K -$4.8K -113 -5%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$90K +$36.4K +857 +68%
SPIA
272
Steward Partners Investment Advisory
New York
$67.5K +$382 +9 +0.6%
HNB
273
Huntington National Bank
Ohio
$66.3K +$5.94K +140 +10%
KBC Group
274
KBC Group
Belgium
$64K +$19.4K +454 +44%
AAM
275
Advisors Asset Management
Colorado
$55K +$1.87K +44 +4%