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EPR Properties

332 hedge funds and large institutions have $2.21B invested in EPR Properties in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 133 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+13
Holders Change %
+4.08%
% of All Funds
5.36%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
55
Increased
133
Reduced
93
Closed
37
Calls
$22M
Puts
$53.6M
Net Calls
-$31.5M
Net Calls Change
-$36M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
301
Gradient Investments
Minnesota
$3.55K
TWA
302
TCI Wealth Advisors
Arizona
$3.02K -$14.8K -393 -83%
TWM
303
Tradition Wealth Management
Minnesota
$3K +$71 +2 +2%
C
304
Covestor
United Kingdom
$3K +$2.57K +72 +600%
JWM
305
Janiczek Wealth Management
Colorado
$2.58K +$716 +18 +38%
WBC
306
West Branch Capital
Massachusetts
$2.57K
RFS
307
Retirement Financial Solutions
Tennessee
$2.57K +$2.57K +68 New
Group One Trading
308
Group One Trading
Illinois
$2.53K +$2.53K +67 New
GWS
309
Glassman Wealth Services
Virginia
$2.26K -$1.06K -28 -32%
CSWM
310
Cassady Schiller Wealth Management
Ohio
$2K +$2K +53 New
DSC
311
Duncker Streett & Co
Missouri
$1.96K +$1.96K +52 New
MSCM
312
McElhenny Sheffield Capital Management
Texas
$1.85K +$1.85K +49 New
RFG
313
RFP Financial Group
Georgia
$1.28K +$1.28K +34 New
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$1.25K
HWMA
315
Heritage Wealth Management (Arizona)
Arizona
$1.21K +$604 +16 +100%
BC
316
Bartlett & Co
Ohio
$1K
TFGT
317
TS Financial Group (TSFG)
Illinois
$1K
ANBT
318
American National Bank & Trust
Texas
$1K +$1K +4 New
TPCW
319
TD Private Client Wealth
New York
$943
CS
320
Comerica Securities
Michigan
$874 +$874 +23 New
FFA
321
Farther Finance Advisors
California
$830 +$830 +22 New
MYAM
322
Meiji Yasuda Asset Management
Japan
$792
EARNEST Partners
323
EARNEST Partners
Georgia
$754
BAAM
324
Baker Avenue Asset Management
California
$717 +$717 +19 New
MCC
325
Money Concepts Capital
Florida
$566 +$566 +15 New