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EPR Properties

325 hedge funds and large institutions have $2.25B invested in EPR Properties in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 133 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
5.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
133
Reduced
101
Closed
37
Calls
$17.5M
Puts
$94.3M
Net Calls
-$76.8M
Net Calls Change
-$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
301
Janiczek Wealth Management
Colorado
$1.86K -$714 -18 -28%
RFG
302
RFP Financial Group
Georgia
$1.3K
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$1.26K
EI
304
Ellevest Inc
New York
$1.18K -$7.16K -188 -86%
SS
305
Sunbelt Securities
Texas
$1.15K +$1.15K +31 New
TWA
306
TCI Wealth Advisors
Arizona
$1.14K -$1.91K -50 -63%
BAAM
307
Baker Avenue Asset Management
California
$1.14K +$419 +11 +58%
CG
308
Cutler Group
California
$1K -$11.6K -532 -92%
TFGT
309
TS Financial Group (TSFG)
Illinois
$1K
BC
310
Bartlett & Co
Ohio
$1K
CQS
311
Credential Qtrade Securities
$990 -$4.19K -110 -81%
TPCW
312
TD Private Client Wealth
New York
$953
VCM
313
Versant Capital Management
Arizona
$890 +$816 +22 +1,100%
AAS
314
Ameritas Advisory Services
Nebraska
$889 +$889 +22 New
FFA
315
Farther Finance Advisors
California
$838
EARNEST Partners
316
EARNEST Partners
Georgia
$762
BCWM
317
Bartlett & Co Wealth Management
Ohio
$537
QC
318
Quent Capital
New York
$457
HCP
319
Hexagon Capital Partners
Arkansas
$267
ANBT
320
American National Bank & Trust
Texas
$152
FGAM
321
Financial Gravity Asset Management
Texas
$2 +$2 +38 New
DCM
322
Discovery Capital Management
Connecticut
-$14.1M -374,885 Closed
JAM
323
Jupiter Asset Management
United Kingdom
-$2.59M -68,780 Closed
BC
324
Brookfield Corp
Ontario, Canada
-$1.78M -47,300 Closed
Arrowstreet Capital
325
Arrowstreet Capital
Massachusetts
-$1.78M -47,256 Closed