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EPR Properties

364 hedge funds and large institutions have $4.77B invested in EPR Properties in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
8.34%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
45
Increased
140
Reduced
116
Closed
27
Calls
$16M
Puts
$17M
Net Calls
-$960K
Net Calls Change
+$788K
Name Holding Trade Value Shares
Change
Shares
Change %
SF
326
Synovus Financial
Georgia
$10K
TA
327
Townsend & Associates
Colorado
$10K +$211 +3 +2%
ED
328
Exane Derivatives
France
$9.32K -$306K -4,526 -97%
SPIA
329
Steward Partners Investment Advisory
New York
$9K
GI
330
Gradient Investments
Minnesota
$9K
ASN
331
Advisory Services Network
Georgia
$9K
APA
332
American Portfolios Advisors
New York
$8.55K +$5.82K +85 +213%
TPWA
333
TRUE Private Wealth Advisors
Oregon
$8.39K +$8.39K +122 New
MFT
334
Moisand Fitzgerald Tamayo
Florida
$8K
LFA
335
Legacy Financial Advisors
Kentucky
$8K
CAC
336
Certified Advisory Corp
Florida
$7K -$9.71K -136 -58%
VNA
337
Valley National Advisers
Pennsylvania
$7K
JCM
338
Jacobi Capital Management
Pennsylvania
$7K +$137 +2 +2%
AA
339
Ancora Advisors
Ohio
$7K +$7K +98 New
AIM
340
Advantage Investment Management
Iowa
$7K +$7K +101 New
SIM
341
Sonora Investment Management
Arizona
$6K
CHP
342
Cable Hill Partners
Oregon
$6K
SWMG
343
Signature Wealth Management Group
Georgia
$6K
WSTAM
344
Wilbanks Smith & Thomas Asset Management
Virginia
$6K +$6K +87 New
TL
345
TrueWealth LLC
Georgia
$5K -$5K
FGAM
346
Financial Gravity Asset Management
Texas
$5K +$68 +1 +1%
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$4.11K -$2.26K -33 -35%
WCM
348
Wealthcare Capital Management
Virginia
$4K
AF
349
Allworth Financial
California
$4K
LWA
350
Lowe Wealth Advisors
Maryland
$4K +$4K +56 New