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EPR Properties

320 hedge funds and large institutions have $2.13B invested in EPR Properties in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 113 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $14.6M

3% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 113

0.69% more ownership

Funds ownership: 78.4%79.08% (+0.69%)

5% less funds holding

Funds holding: 336320 (-16)

22% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 50

23% less capital invested

Capital invested by funds: $2.75B → $2.13B (-$623M)

Holders
320
Holders Change
-16
Holders Change %
-4.76%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
116
Reduced
113
Closed
50
Calls
$19.1M
Puts
$14.6M
Net Calls
+$4.48M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
326
Canada Pension Plan Investment Board
Ontario, Canada
-$995K -21,200 Closed
DCM
327
Dupont Capital Management
Delaware
-$984K -20,978 Closed
ICA
328
Infrastructure Capital Advisors
New York
-$635K -13,523 Closed
ATPW
329
Ashton Thomas Private Wealth
Arizona
-$612K -13,034 Closed
Walleye Trading
330
Walleye Trading
New York
-$421K -8,915 Closed
BBL
331
Beck Bode LLC
Massachusetts
-$416K -8,856 Closed
William Blair & Company
332
William Blair & Company
Illinois
-$388K -8,265 Closed
RWM
333
Ritholtz Wealth Management
New York
-$372K -7,922 Closed
FRM
334
Fox Run Management
Connecticut
-$309K -6,579 Closed
WA
335
Wealthstar Advisors
Texas
-$247K -5,232 Closed
EVM
336
Eaton Vance Management
Massachusetts
-$235K -5,005 Closed
PAM
337
Panagora Asset Management
Massachusetts
-$234K -4,990 Closed
P
338
Pitcairn
Pennsylvania
-$233K -4,975 Closed
RSWM
339
Robertson Stephens Wealth Management
California
-$221K -4,700 Closed
AAS
340
Avantax Advisory Services
Texas
-$208K -4,422 Closed
FTDI
341
First Trust Direct Indexing
Massachusetts
-$207K -4,418 Closed
MA
342
Mutual Advisors
Nebraska
-$202K -4,313 Closed
CL
343
CSS LLC
Illinois
-$145K -3,090 Closed
GC
344
Globeflex Capital
California
-$101K -2,153 Closed
PHK
345
Point72 Hong Kong
Hong Kong
-$73K -1,546 Closed
COCM
346
Charter Oak Capital Management
New Hampshire
-$67K -1,426 Closed
CIM
347
Centersquare Investment Management
Pennsylvania
-$37K -789 Closed
Group One Trading
348
Group One Trading
Illinois
-$34.8K -737 Closed
VVP
349
Venture Visionary Partners
Ohio
-$29.3K -625 Closed
GWM
350
Geneos Wealth Management
Colorado
-$25K -526 Closed