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EPR Properties

410 hedge funds and large institutions have $5.01B invested in EPR Properties in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 147 increasing their positions, 132 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
55
Increased
147
Reduced
132
Closed
42
Calls
$14.9M
Puts
$14.2M
Net Calls
+$708K
Net Calls Change
+$8.64M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
301
Geneos Wealth Management
Colorado
$159K -$13.5K -176 -8%
PCIA
302
Prime Capital Investment Advisors
Kansas
$151K +$151K +1,965 New
GRP
303
Global Retirement Partners
California
$144K
IUHSA
304
Itau Unibanco Holding S.A.
Brazil
$142K
NIT
305
NumerixS Investment Technologies
British Columbia, Canada
$140K -$70K -900 -33%
Nordea Investment Management
306
Nordea Investment Management
Sweden
$138K +$10.8K +140 +8%
AAM
307
Advisors Asset Management
Colorado
$129K +$129K +1,680 New
FHB
308
First Hawaiian Bank
Hawaii
$115K -$35.1K -456 -23%
KPW
309
Kore Private Wealth
New York
$111K +$111K +1,430 New
AA
310
AlphaMark Advisors
Kentucky
$92K +$92K +1,200 New
SWM
311
SeaCrest Wealth Management
New York
$89K +$45.7K +595 +105%
PA
312
Parallel Advisors
California
$85K
IWP
313
Icon Wealth Partners
Texas
$78K +$78K +1,019 New
Carson Wealth (CWM LLC)
314
Carson Wealth (CWM LLC)
Nebraska
$77K -$143K -2,714 -65%
PCP
315
Proficio Capital Partners
Massachusetts
$73K
CAL
316
Capital Analysts LLC
Pennsylvania
$69K +$685 +9 +1%
S
317
SignatureFD
Georgia
$68K -$48.1K -627 -41%
TAIM
318
TD Ameritrade Investment Management
Nebraska
$66K +$66K +862 New
AIC
319
Ameritas Investment Company
Nebraska
$64K -$128K -1,669 -67%
NWM
320
Northwest Wealth Management
Iowa
$62K
BWM
321
BerganKDV Wealth Management
Minnesota
$58K -$48K
LM
322
Legg Mason
Maryland
$56K
NSIM
323
North Star Investment Management
Illinois
$55K -$15.4K -199 -22%
LWA
324
Lenox Wealth Advisors
New York
$46K +$7.58K +98 +20%
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$44K -$3.97K -51 -8%