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EPR Properties

338 hedge funds and large institutions have $2.73B invested in EPR Properties in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
47
Increased
106
Reduced
124
Closed
31
Calls
$16.7M
Puts
$15.1M
Net Calls
+$1.53M
Net Calls Change
+$78.3M
Name Holding Trade Value Shares
Change
Shares
Change %
KHC
276
Koesten Hirschmann & Crabtree
Kansas
$28.2K
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$26.7K +$8.52K +182 +47%
NA
278
NewEdge Advisors
Louisiana
$26.1K
BWA
279
BDO Wealth Advisors
Florida
$21.1K
SIS
280
Sound Income Strategies
Florida
$21K
UB
281
UMB Bank
Missouri
$19.9K
EWM
282
Evermay Wealth Management
Virginia
$16K
IRC
283
Investors Research Corp
Georgia
$14K
C
284
Covestor
United Kingdom
$14K -$32.5K -706 -70%
MIM
285
Macroview Investment Management
Maryland
$12.7K +$234 +5 +2%
AA
286
AlphaMark Advisors
Kentucky
$12K +$1.91K +41 +19%
BWM
287
BerganKDV Wealth Management
Minnesota
$11.7K
SWA
288
SOA Wealth Advisors
New York
$10.5K
PA
289
PSI Advisors
Florida
$10.4K +$94 +2 +0.9%
AP
290
Arlington Partners
Alabama
$10.1K
BTI
291
Blue Trust Inc
Georgia
$10K +$36 +1 +0.4%
APC
292
Aspire Private Capital
North Carolina
$9.88K
PWMG
293
Prestige Wealth Management Group
New Jersey
$8.29K
HIIFS
294
Harel Insurance Investments & Financial Services
Israel
$8K -$2.22K -50 -22%
BIA
295
Bell Investment Advisors
California
$7.91K +$608 +13 +8%
AWM
296
Avior Wealth Management
Nebraska
$7.77K
PFBT
297
Parkside Financial Bank & Trust
Missouri
$6.46K
KTC
298
Kistler-Tiffany Companies
Pennsylvania
$6.37K
MFT
299
Moisand Fitzgerald Tamayo
Florida
$6.32K
BF
300
BOK Financial
Oklahoma
$5.2K