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EPR Properties

332 hedge funds and large institutions have $2.21B invested in EPR Properties in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 133 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+13
Holders Change %
+4.08%
% of All Funds
5.36%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
55
Increased
133
Reduced
93
Closed
37
Calls
$22M
Puts
$53.6M
Net Calls
-$31.5M
Net Calls Change
-$36M
Name Holding Trade Value Shares
Change
Shares
Change %
QL
276
Quarry LP
New York
$8.53K +$8.53K +226 New
SWA
277
SOA Wealth Advisors
New York
$8.49K
EI
278
Ellevest Inc
New York
$8.26K +$264 +7 +3%
PA
279
PSI Advisors
Florida
$8.26K -$28.6K -759 -78%
AP
280
Arlington Partners
Alabama
$8.11K
AA
281
AlphaMark Advisors
Kentucky
$8K +$8K +217 New
APC
282
Aspire Private Capital
North Carolina
$7.96K
FWA
283
Freedom Wealth Alliance
Wisconsin
$7.54K +$7.54K +200 New
CFGS
284
Concourse Financial Group Securities
Alabama
$7.26K
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$7K -$3.99K -110 -36%
PWMG
286
Prestige Wealth Management Group
New Jersey
$6.69K
MIM
287
Macroview Investment Management
Maryland
$6.38K +$6.38K +169 New
BIA
288
Bell Investment Advisors
California
$5.39K +$1.55K +41 +40%
PFBT
289
Parkside Financial Bank & Trust
Missouri
$5.21K
KTC
290
Kistler-Tiffany Companies
Pennsylvania
$5.13K
CQS
291
Credential Qtrade Securities
$5.13K -$625K -16,561 -99%
MFT
292
Moisand Fitzgerald Tamayo
Florida
$5.09K +$905 +24 +22%
CWA
293
Core Wealth Advisors
Florida
$4.53K
NA
294
NewEdge Advisors
Louisiana
$4.51K +$4.51K +683 New
LWP
295
Laurel Wealth Planning
Minnesota
$4.3K
WT
296
Whittier Trust
California
$4.19K
TC
297
Truvestments Capital
Florida
$3.81K +$3.81K +101 New
TCM
298
TD Capital Management
Tennessee
$3.78K +$76 +2 +2%
GIA
299
GHP Investment Advisors
Colorado
$3.77K
OCM
300
Orion Capital Management
California
$3.77K