EPR icon

EPR Properties

350 hedge funds and large institutions have $3.2B invested in EPR Properties in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 115 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+29
Holders Change %
+9.03%
% of All Funds
5.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
69
Increased
115
Reduced
106
Closed
35
Calls
$26.4M
Puts
$31.2M
Net Calls
-$4.79M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HIIFS
276
Harel Insurance Investments & Financial Services
Israel
$38K +$38K +700 New
SIS
277
Sound Income Strategies
Florida
$31K
UB
278
UMB Bank
Missouri
$29K
AIP
279
Ahrens Investment Partners
Louisiana
$28K -$116K -2,097 -80%
GWM
280
Geneos Wealth Management
Colorado
$28K -$20.5K -385 -42%
Lazard Asset Management
281
Lazard Asset Management
New York
$28K +$28K +526 New
LWA
282
Lenox Wealth Advisors
New York
$26K -$1.26K -24 -5%
BWA
283
BDO Wealth Advisors
Florida
$25K
Fifth Third Bancorp
284
Fifth Third Bancorp
Ohio
$23K +$6.11K +110 +36%
AF
285
Allworth Financial
California
$21K +$110 +2 +0.5%
TWC
286
TD Waterhouse Canada
Ontario, Canada
$19.2K +$19.2K +322 New
WWP
287
WR Wealth Planners
Missouri
$17.4K +$17.4K +318 New
HFM
288
Harvest Fund Management
China
$17K -$79.1K -1,488 -82%
HNB
289
Huntington National Bank
Ohio
$17K -$855 -16 -5%
BWM
290
BerganKDV Wealth Management
Minnesota
$14K
APC
291
Aspire Private Capital
North Carolina
$13K
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$53 +1 +0.4%
AssetMark Inc
293
AssetMark Inc
California
$13K +$13K +230 New
SWA
294
SOA Wealth Advisors
New York
$12K
AP
295
Arlington Partners
Alabama
$12K
AF
296
Advisornet Financial
Minnesota
$11K
VRM
297
Vectors Research Management
New York
$11K
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$11K +$585 +11 +6%
RCM
299
Raleigh Capital Management
North Carolina
$11K +$11K +195 New
HA
300
Herold Advisors
New York
$10.9K +$10.9K +200 New