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EPR Properties

361 hedge funds and large institutions have $2.38B invested in EPR Properties in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
146
Reduced
97
Closed
45
Calls
$15M
Puts
$16.9M
Net Calls
-$1.92M
Net Calls Change
+$2.95M
Name Holding Trade Value Shares
Change
Shares
Change %
AEPWM
301
Atlantic Edge Private Wealth Management
Florida
$19.9K
SIS
302
Sound Income Strategies
Florida
$19.9K
WSFS
303
Wilmington Savings Fund Society
Delaware
$16.7K
CFS
304
Compass Financial Services
Iowa
$16.7K +$16.7K +377 New
NA
305
NewEdge Advisors
Louisiana
$15.5K
CAL
306
Capital Analysts LLC
Pennsylvania
$15K +$319 +7 +2%
CA
307
Clearstead Advisors
Ohio
$14.2K
IRC
308
Investors Research Corp
Georgia
$13.3K
FDW
309
Fourth Dimension Wealth
Ohio
$13.3K +$13.3K +300 New
HNB
310
Huntington National Bank
Ohio
$12.4K
DIP
311
DT Investment Partners
Pennsylvania
$12.1K
CA
312
CoreCap Advisors
Michigan
$12K
SAM
313
Smartleaf Asset Management
Massachusetts
$11.9K -$8.67K -196 -42%
Bessemer Group
314
Bessemer Group
New Jersey
$11K +$6.82K +155 +163%
AT
315
Arlington Trust
Alabama
$9.52K
WT
316
Whittier Trust
California
$9.34K
MG
317
Mather Group
Illinois
$9.26K -$2.88K -65 -24%
QL
318
Quarry LP
New York
$8.9K -$2.3K -52 -21%
FGC
319
Financial Gravity Companies
Texas
$8.06K +$8.06K +182 New
PWMG
320
Prestige Wealth Management Group
New Jersey
$7.84K
CAS
321
Coppell Advisory Solutions
Texas
$7.21K +$7.21K +163 New
CIAM
322
Caitong International Asset Management
Hong Kong
$7.09K +$7.09K +160 New
BIA
323
Bell Investment Advisors
California
$6.82K +$487 +11 +8%
UB
324
UMB Bank
Missouri
$6.82K +$6.42K +145 +1,611%
CAL
325
Capital Advisors Ltd
Ohio
$5K +$1.73K +38 +53%