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EPR Properties

307 hedge funds and large institutions have $2.87B invested in EPR Properties in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 105 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
103
Reduced
105
Closed
36
Calls
$73.7M
Puts
$18M
Net Calls
+$55.7M
Net Calls Change
-$36.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
276
Gradient Investments
Minnesota
$5K
MFT
277
Moisand Fitzgerald Tamayo
Florida
$5K
OCM
278
Orion Capital Management
California
$5K
WT
279
Whittier Trust
California
$5K
VNA
280
Valley National Advisers
Pennsylvania
$5K
TCM
281
TD Capital Management
Tennessee
$5K +$54 +1 +1%
SAM
282
Strategic Asset Management
Minnesota
$5K +$5K +100 New
TPCW
283
TD Private Client Wealth
New York
$4.1K
SIM
284
Sonora Investment Management
Arizona
$4K
FPS
285
Fieldpoint Private Securities
Connecticut
$4K
CWA
286
Core Wealth Advisors
Florida
$4K
TWM
287
Tradition Wealth Management
Minnesota
$4K +$52 +1 +1%
Nisa Investment Advisors
288
Nisa Investment Advisors
Missouri
$3.24K +$150 +3,031 +5%
GWS
289
Glassman Wealth Services
Virginia
$3K
WBC
290
West Branch Capital
Massachusetts
$3K
RDFA
291
Ritter Daniher Financial Advisory
Ohio
$3K
JWM
292
Janiczek Wealth Management
Colorado
$2K
PCG
293
Private Capital Group
Connecticut
$2K
LPWM
294
Lake Point Wealth Management
Texas
$2K
BC
295
Bartlett & Co
Ohio
$1K
TWA
296
TCI Wealth Advisors
Arizona
$1K
HI
297
Hoey Investments
Pennsylvania
$1K
TFGT
298
TS Financial Group (TSFG)
Illinois
$1K
CAGAS
299
Capital Advisory Group Advisory Services
Minnesota
$1K
EARNEST Partners
300
EARNEST Partners
Georgia
$1K