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EPR Properties

329 hedge funds and large institutions have $3.74B invested in EPR Properties in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-24
Holders Change %
-6.8%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
43
Increased
136
Reduced
110
Closed
64
Calls
$10.9M
Puts
$15.4M
Net Calls
-$4.47M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
301
Townsend & Associates
Colorado
$8K +$8K +137 New
SF
302
Synovus Financial
Georgia
$8K +$8K +142 New
IIC
303
Integrated Investment Consultants
Michigan
$8K +$8K +150 New
APA
304
American Portfolios Advisors
New York
$7.59K -$16.6K -300 -69%
GI
305
Gradient Investments
Minnesota
$7K -$2.64K -49 -27%
SPIA
306
Steward Partners Investment Advisory
New York
$7K +$7K +128 New
MYIA
307
Mount Yale Investment Advisors
Colorado
$7K +$7K +130 New
HFM
308
Hartford Financial Management
Connecticut
$6K
MFT
309
Moisand Fitzgerald Tamayo
Florida
$6K
LFA
310
Legacy Financial Advisors
Kentucky
$5K -$826 -18 -14%
CHP
311
Cable Hill Partners
Oregon
$5K
SWMG
312
Signature Wealth Management Group
Georgia
$5K
JA
313
JOYN Advisors
Georgia
$5K +$5K +85 New
SIM
314
Sonora Investment Management
Arizona
$4.76K
TL
315
TrueWealth LLC
Georgia
$4K -$11K
WCM
316
Wealthcare Capital Management
Virginia
$3K
AF
317
Allworth Financial
California
$3K
SFM
318
Signet Financial Management
New Jersey
$3K +$3K +47 New
AWM
319
Avior Wealth Management
Nebraska
$2K
IFAM
320
Institutional & Family Asset Management
Colorado
$2K +$2K +33 New
LA
321
Legacy Advisors
Pennsylvania
$2K +$2K +37 New
BBHC
322
Brown Brothers Harriman & Co
New York
$2K +$2K +39 New
ML
323
McAdam LLC
Pennsylvania
$2K +$2K +40 New
BC
324
Bartlett & Co
Ohio
$1K
OIA
325
OneDigital Investment Advisors
Kansas
$1K