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EPR Properties

314 hedge funds and large institutions have $3.13B invested in EPR Properties in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 85 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
51
Increased
85
Reduced
106
Closed
28
Calls
$114M
Puts
$21.7M
Net Calls
+$91.8M
Net Calls Change
+$6.65M
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
276
Rockefeller Capital Management
New York
$7K +$7K +133 New
AIG
277
American International Group
New York
$7K -$141 -2,674 -2%
WT
278
Whittier Trust
California
$6K
LWP
279
Laurel Wealth Planning
Minnesota
$6K
MFT
280
Moisand Fitzgerald Tamayo
Florida
$6K
EI
281
Ellevest Inc
New York
$6K +$1.08K +19 +22%
VNA
282
Valley National Advisers
Pennsylvania
$5K -$2K -40 -29%
OCM
283
Orion Capital Management
California
$5K
SIM
284
Sonora Investment Management
Arizona
$5K
GI
285
Gradient Investments
Minnesota
$5K
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$5K +$1.3K +25 +35%
TCM
287
TD Capital Management
Tennessee
$5K +$5K +91 New
TPCW
288
TD Private Client Wealth
New York
$4.37K
CWA
289
Core Wealth Advisors
Florida
$4K
AF
290
Allworth Financial
California
$4K
FPS
291
Fieldpoint Private Securities
Connecticut
$4K
WBC
292
West Branch Capital
Massachusetts
$4K +$4K +68 New
TWM
293
Tradition Wealth Management
Minnesota
$4K +$4K +76 New
HNB
294
Huntington National Bank
Ohio
$4K +$3.95K +81 +8,100%
Nisa Investment Advisors
295
Nisa Investment Advisors
Missouri
$3.3K -$95 -1,805 -3%
GWS
296
Glassman Wealth Services
Virginia
$3K
PCG
297
Private Capital Group
Connecticut
$3K
RDFA
298
Ritter Daniher Financial Advisory
Ohio
$3K
CFO
299
CVA Family Office
Colorado
$3K +$900 +15 +43%
TWA
300
TCI Wealth Advisors
Arizona
$2K