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EPR Properties

350 hedge funds and large institutions have $3.2B invested in EPR Properties in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 115 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+29
Holders Change %
+9.03%
% of All Funds
5.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
69
Increased
115
Reduced
106
Closed
35
Calls
$26.4M
Puts
$31.2M
Net Calls
-$4.79M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
326
Janiczek Wealth Management
Colorado
$3K
RDFA
327
Ritter Daniher Financial Advisory
Ohio
$3K
GWS
328
Glassman Wealth Services
Virginia
$3K
PCG
329
Private Capital Group
Connecticut
$3K
NIC
330
Northwest Investment Counselors
Oregon
$3K +$3K +48 New
Macquarie Group
331
Macquarie Group
Australia
$2.77K +$507 +9,767 +22%
QT
332
Quantbot Technologies
New York
$2K -$63.2K -1,579 -97%
STCOSD
333
Sageworth Trust Company of South Dakota
South Dakota
$2K -$9.33K -196 -82%
Bessemer Group
334
Bessemer Group
New Jersey
$2K
CFO
335
CVA Family Office
Colorado
$2K
LPWM
336
Lake Point Wealth Management
Texas
$2K
TWA
337
TCI Wealth Advisors
Arizona
$2K
DBG
338
De Burlo Group
Massachusetts
$1.48K +$1.48K +27 New
TPCW
339
TD Private Client Wealth
New York
$1.37K
C
340
Covestor
United Kingdom
$1K -$56 -1 -5%
EARNEST Partners
341
EARNEST Partners
Georgia
$1K
TFGT
342
TS Financial Group (TSFG)
Illinois
$1K
BC
343
Bartlett & Co
Ohio
$1K +$1K +14 New
CAGAS
344
Capital Advisory Group Advisory Services
Minnesota
$1K +$1K +27 New
TAM
345
Tucker Asset Management
Colorado
$912 +$912 +17 New
BCWM
346
Bartlett & Co Wealth Management
Ohio
$770 +$770 +14 New
SWA
347
Sutton Wealth Advisors
Florida
$438
ED
348
Exane Derivatives
France
$438
CIM
349
Centersquare Investment Management
Pennsylvania
-$59.3M -1,248,376 Closed
HT
350
HAP Trading
New York
-$8.34M -175,600 Closed