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EPR Properties

353 hedge funds and large institutions have $4.3B invested in EPR Properties in 2017 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+12
Holders Change %
+3.52%
% of All Funds
8.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
55
Increased
131
Reduced
110
Closed
40
Calls
$7.07M
Puts
$13.6M
Net Calls
-$6.52M
Net Calls Change
-$3.97M
Name Holding Trade Value Shares
Change
Shares
Change %
HFM
326
Hartford Financial Management
Connecticut
$7K
AP
327
Atwood & Palmer
Missouri
$7K
MFT
328
Moisand Fitzgerald Tamayo
Florida
$7K
CCM
329
Covington Capital Management
California
$6K
PA
330
Parallel Advisors
California
$6K
ACM
331
Armbruster Capital Management
New York
$6K
CHP
332
Cable Hill Partners
Oregon
$6K
SWMG
333
Signature Wealth Management Group
Georgia
$6K +$6K +90 New
SIM
334
Sonora Investment Management
Arizona
$5.63K
WAM
335
Wealthspire Advisors (Maryland)
Maryland
$5K +$986 +14 +25%
ST
336
Smithfield Trust
Pennsylvania
$5K +$5K +70 New
KJWM
337
Kiley Juergens Wealth Management
Washington
$5K +$5K +78 New
WCM
338
Wealthcare Capital Management
Virginia
$4K
AF
339
Allworth Financial
California
$4K
HH
340
HWG Holdings
Texas
$4K
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$3.93K +$3.93K +60 New
NSIM
342
North Star Investment Management
Illinois
$3K
WCBA
343
Weaver C. Barksdale & Associates
Tennessee
$3K +$200 +3 +7%
OWA
344
One Wealth Advisors
California
$3K +$3K +53 New
WCG
345
Wall Capital Group
Arizona
$2K
AWM
346
Avior Wealth Management
Nebraska
$2K
OIA
347
OneDigital Investment Advisors
Kansas
$2K +$83 +1 +4%
SWP
348
Strategic Wealth Partners
Ohio
$2K +$2K +24 New
STA
349
Summit Trail Advisors
New York
$2K +$2K +38 New
BC
350
Bartlett & Co
Ohio
$1K