EPR icon

EPR Properties

348 hedge funds and large institutions have $2.28B invested in EPR Properties in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
5.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
157
Reduced
92
Closed
40
Calls
$17.6M
Puts
$32.4M
Net Calls
-$14.8M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Group One Trading
301
Group One Trading
Illinois
$10.8K +$10.8K +255 New
OPTFSNA
302
Old Point Trust & Financial Services N A
Virginia
$10.6K +$10.6K +250 New
PA
303
PSI Advisors
Florida
$9.59K +$42 +1 +0.4%
SWA
304
SOA Wealth Advisors
New York
$9.55K
RCM
305
Raleigh Capital Management
North Carolina
$9.34K -$40.8K -962 -81%
AT
306
Arlington Trust
Alabama
$9.13K
APC
307
Aspire Private Capital
North Carolina
$8.96K
PWMG
308
Prestige Wealth Management Group
New Jersey
$7.52K
GI
309
GAMMA Investing
California
$6.96K -$1.7K -40 -20%
AWM
310
Avior Wealth Management
Nebraska
$6.83K +$1.95K +46 +40%
BIA
311
Bell Investment Advisors
California
$6.62K
PWMG
312
Private Wealth Management Group
New Jersey
$6.54K
NC
313
NewSquare Capital
Pennsylvania
$4.8K +$4.8K +113 New
MFT
314
Moisand Fitzgerald Tamayo
Florida
$4.71K
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$4.71K +$1.44K +34 +44%
WT
316
Whittier Trust
California
$4.71K
TCM
317
TD Capital Management
Tennessee
$4.28K
GIA
318
GHP Investment Advisors
Colorado
$4.25K
QC
319
Quent Capital
New York
$4.2K +$3.69K +87 +725%
CFGS
320
Concourse Financial Group Securities
Alabama
$4.02K
VAG
321
VisionPoint Advisory Group
Texas
$3.82K +$212 +5 +6%
VCM
322
Versant Capital Management
Arizona
$3.48K +$3.4K +80 +4,000%
PFBT
323
Parkside Financial Bank & Trust
Missouri
$3.31K
MTIC
324
Missouri Trust & Investment Company
Missouri
$3.18K
LI
325
LRI Investments
Florida
$3.18K +$3.18K +75 New