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EPR Properties

364 hedge funds and large institutions have $4.77B invested in EPR Properties in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
8.34%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
45
Increased
140
Reduced
116
Closed
27
Calls
$16M
Puts
$17M
Net Calls
-$960K
Net Calls Change
+$788K
Name Holding Trade Value Shares
Change
Shares
Change %
APP
301
Avantax Planning Partners
Iowa
$27K +$27K +400 New
SIS
302
Sound Income Strategies
Florida
$26K
QCG
303
Quadrant Capital Group
Ohio
$25K
CAG
304
Csenge Advisory Group
Florida
$24K -$200K -2,915 -89%
VCM
305
Versant Capital Management
Arizona
$24K -$1.76K -26 -7%
RFM
306
Royal Fund Management
Florida
$24K
TWA
307
TCI Wealth Advisors
Arizona
$24K
AIL
308
AGF Investments LLC
Ontario, Canada
$24K
KTC
309
Kistler-Tiffany Companies
Pennsylvania
$23K +$13.7K +200 +147%
PG
310
Patten Group
Tennessee
$21K
JA
311
JOYN Advisors
Georgia
$21K +$1.17K +17 +6%
CFGS
312
Concourse Financial Group Securities
Alabama
$18K +$18K +269 New
FPFS
313
First Personal Financial Services
North Carolina
$17K -$14K
CFA
314
Carroll Financial Associates
North Carolina
$16K
Fuller & Thaler Asset Management
315
Fuller & Thaler Asset Management
California
$16K
AP
316
Arlington Partners
Alabama
$15K
NFG
317
Next Financial Group
Texas
$15K +$15K +218 New
BC
318
Barnett & Company
Tennessee
$14K -$7.04K -100 -33%
QCIG
319
Quad-Cities Investment Group
Iowa
$14K
GWA
320
Guidant Wealth Advisors
Illinois
$14K
CWA
321
Clarus Wealth Advisors
Arizona
$14K
FL
322
Fort LP
Maryland
$14K +$14K +205 New
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$12K
WAM
324
Wealthspire Advisors (Maryland)
Maryland
$11K
AIM
325
Anchor Investment Management
South Carolina
$10.6K