EPR icon

EPR Properties

319 hedge funds and large institutions have $2.13B invested in EPR Properties in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 115 increasing their positions, 113 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-15
Holders Change %
-4.49%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
39
Increased
115
Reduced
113
Closed
49
Calls
$19.1M
Puts
$14.6M
Net Calls
+$4.48M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
276
SOA Wealth Advisors
New York
$8K
HI
277
Hudock Inc
Pennsylvania
$8K
EI
278
Ellevest Inc
New York
$8K +$5.96K +158 +293%
IAIM
279
International Assets Investment Management
Florida
$8K +$8K +214 New
AWM
280
Accel Wealth Management
Iowa
$7K
CFGS
281
Concourse Financial Group Securities
Alabama
$7K +$3.56K +97 +103%
National Bank of Canada
282
National Bank of Canada
Quebec, Canada
$6K -$836 -23 -12%
PWMG
283
Prestige Wealth Management Group
New Jersey
$6K
PFBT
284
Parkside Financial Bank & Trust
Missouri
$5K
KTC
285
Kistler-Tiffany Companies
Pennsylvania
$5K
AIM
286
Anchor Investment Management
South Carolina
$4.85K +$4.85K +135 New
Bank of Montreal
287
Bank of Montreal
Ontario, Canada
$4.27K -$4.05K -97,482 -49%
BIA
288
Bell Investment Advisors
California
$4K -$863 -22 -18%
MFT
289
Moisand Fitzgerald Tamayo
Florida
$4K
WT
290
Whittier Trust
California
$4K
SAM
291
Strategic Asset Management
Minnesota
$4K
LWP
292
Laurel Wealth Planning
Minnesota
$4K
OCM
293
Orion Capital Management
California
$4K
CWA
294
Core Wealth Advisors
Florida
$4K +$1.5K +45 +60%
TCM
295
TD Capital Management
Tennessee
$4K +$4K +98 New
GIA
296
GHP Investment Advisors
Colorado
$4K +$4K +100 New
GI
297
Gradient Investments
Minnesota
$3K
TWM
298
Tradition Wealth Management
Minnesota
$3K +$73 +2 +3%
GWS
299
Glassman Wealth Services
Virginia
$3K +$955 +28 +47%
WBC
300
West Branch Capital
Massachusetts
$2K