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EPR Properties

353 hedge funds and large institutions have $4.3B invested in EPR Properties in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+12
Holders Change %
+3.52%
% of All Funds
8.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
55
Increased
131
Reduced
110
Closed
40
Calls
$7.07M
Puts
$13.6M
Net Calls
-$6.52M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Shares
Change %
CPIG
301
Chicago Partners Investment Group
Illinois
$22K +$332 +5 +2%
AFNAS
302
American Financial Network Advisory Services
California
$20K -$15K -229 -43%
PG
303
Patten Group
Tennessee
$20K
BTIS
304
BB&T Investment Services
North Carolina
$18K
FPFS
305
First Personal Financial Services
North Carolina
$18K -$12K
SIS
306
Sound Income Strategies
Florida
$18K +$18K +323 New
CAC
307
Certified Advisory Corp
Florida
$17K +$17K +263 New
Fuller & Thaler Asset Management
308
Fuller & Thaler Asset Management
California
$16K
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$15K -$7.95K -125 -35%
TWA
310
TCI Wealth Advisors
Arizona
$15K -$3.96K -61 -21%
VIA
311
Vantage Investment Advisors
Pennsylvania
$14K
AP
312
Arlington Partners
Alabama
$14K +$14K +215 New
QCG
313
Quadrant Capital Group
Ohio
$13K
GWA
314
Guidant Wealth Advisors
Illinois
$13K
GI
315
Gradient Investments
Minnesota
$12K +$12K +179 New
TL
316
TrueWealth LLC
Georgia
$11K
AIM
317
Anchor Investment Management
South Carolina
$10.1K
AW
318
Alpha Windward
Massachusetts
$10K -$20.5K -311 -67%
AIM
319
Advantage Investment Management
Iowa
$10K -$3.01K -46 -23%
CFD
320
Creative Financial Designs
Indiana
$10K
KTC
321
Kistler-Tiffany Companies
Pennsylvania
$9K
AWA
322
Acorn Wealth Advisors
Michigan
$9K +$9K +138 New
LFA
323
Legacy Financial Advisors
Kentucky
$8K +$8K +127 New
TRCT
324
Tower Research Capital (TRC)
New York
$7K -$1.82K -26 -21%
WWM
325
Wagner Wealth Management
South Carolina
$7K