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EPR Properties

350 hedge funds and large institutions have $3.2B invested in EPR Properties in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 115 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+29
Holders Change %
+9.03%
% of All Funds
5.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
69
Increased
115
Reduced
106
Closed
35
Calls
$26.4M
Puts
$31.2M
Net Calls
-$4.79M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
301
Baron Financial Group
New Jersey
$10.3K
PWMG
302
Prestige Wealth Management Group
New Jersey
$10K
FA
303
Financial Advantage
Maryland
$10K +$10K +184 New
PFS
304
Prospera Financial Services
Texas
$10K +$10K +190 New
AWM
305
Accel Wealth Management
Iowa
$9K +$9K +158 New
National Bank of Canada
306
National Bank of Canada
Quebec, Canada
$9K +$9K +165 New
PFBT
307
Parkside Financial Bank & Trust
Missouri
$8K -$406 -7 -5%
KTC
308
Kistler-Tiffany Companies
Pennsylvania
$7K
M
309
MOTCO
Texas
$7K +$7K +133 New
WT
310
Whittier Trust
California
$6K
LWP
311
Laurel Wealth Planning
Minnesota
$6K
MFT
312
Moisand Fitzgerald Tamayo
Florida
$6K
CFGS
313
Concourse Financial Group Securities
Alabama
$5K -$33.3K -626 -87%
GI
314
Gradient Investments
Minnesota
$5K -$5.59K -105 -53%
SAM
315
Strategic Asset Management
Minnesota
$5K
VNA
316
Valley National Advisers
Pennsylvania
$5K
FPS
317
Fieldpoint Private Securities
Connecticut
$5K
OCM
318
Orion Capital Management
California
$5K
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$4K -$732 -13 -15%
EI
320
Ellevest Inc
New York
$4K -$716 -12 -15%
CWA
321
Core Wealth Advisors
Florida
$4K
WBC
322
West Branch Capital
Massachusetts
$4K
TWM
323
Tradition Wealth Management
Minnesota
$4K +$51 +1 +1%
OLVIG
324
Oliver Lagore Vanvalin Investment Group
Michigan
$4K +$4K +64 New
MCC
325
Money Concepts Capital
Florida
$4K +$4K +80 New