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EPR Properties

320 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, 116 increasing their positions, 113 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $14.6M

3% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 113

0.69% more ownership

Funds ownership: 78.4%79.08% (+0.69%)

5% less funds holding

Funds holding: 336320 (-16)

22% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 50

23% less capital invested

Capital invested by funds: $2.75B → $2.13B (-$623M)

Holders
320
Holders Change
-16
Holders Change %
-4.76%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
116
Reduced
113
Closed
50
Calls
$19.1M
Puts
$14.6M
Net Calls
+$4.48M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
276
Arlington Partners
Alabama
$8K
HI
277
Hudock Inc
Pennsylvania
$8K
SWA
278
SOA Wealth Advisors
New York
$8K
EI
279
Ellevest Inc
New York
$8K +$7.46K +158 +293%
IAIM
280
International Assets Investment Management
Florida
$8K +$10.1K +214 New
AWM
281
Accel Wealth Management
Iowa
$7K
CFGS
282
Concourse Financial Group Securities
Alabama
$7K +$4.58K +97 +103%
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$6K -$1.08K -23 -12%
PWMG
284
Prestige Wealth Management Group
New Jersey
$6K
KTC
285
Kistler-Tiffany Companies
Pennsylvania
$5K
PFBT
286
Parkside Financial Bank & Trust
Missouri
$5K
AIM
287
Anchor Investment Management
South Carolina
$4.85K +$6.37K +135 New
Bank of Montreal
288
Bank of Montreal
Ontario, Canada
$4.27K -$4.6M -97,482 -49%
BIA
289
Bell Investment Advisors
California
$4K -$1.04K -22 -18%
LWP
290
Laurel Wealth Planning
Minnesota
$4K
MFT
291
Moisand Fitzgerald Tamayo
Florida
$4K
OCM
292
Orion Capital Management
California
$4K
SAM
293
Strategic Asset Management
Minnesota
$4K
WT
294
Whittier Trust
California
$4K
CWAF
295
Core Wealth Advisors (Florida)
Florida
$4K +$2.12K +45 +60%
TCM
296
TD Capital Management
Tennessee
$4K +$4.62K +98 New
GIA
297
GHP Investment Advisors
Colorado
$4K +$4.72K +100 New
GI
298
Gradient Investments
Minnesota
$3K
TWM
299
Tradition Wealth Management
Minnesota
$3K +$94 +2 +3%
GWS
300
Glassman Wealth Services
Virginia
$3K +$1.32K +28 +47%