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EPR Properties

348 hedge funds and large institutions have $2.28B invested in EPR Properties in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
5.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
157
Reduced
92
Closed
40
Calls
$17.6M
Puts
$32.4M
Net Calls
-$14.8M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WBC
326
West Branch Capital
Massachusetts
$2.89K
MPWT
327
MassMutual Private Wealth & Trust
Connecticut
$2.76K +$2.76K +65 New
CTWM
328
Cherry Tree Wealth Management
Minnesota
$2.51K
WWP
329
WR Wealth Planners
Missouri
$2.47K +$2.47K +58 New
CSWM
330
Cassady Schiller Wealth Management
Ohio
$2.25K
RG
331
Retirement Group
California
$2.17K
CAL
332
Capital Advisors Ltd
Ohio
$2K
FFA
333
Farther Finance Advisors
California
$1.97K
UB
334
UMB Bank
Missouri
$1.74K -$3.44K -81 -66%
GWP
335
Gen-Wealth Partners
Michigan
$1.7K +$1.7K +40 New
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$1.4K
FMP
337
Financial Management Professionals
Texas
$1K
RDIA
338
RE Dickinson Investment Advisors
Iowa
$1K
TFGT
339
TS Financial Group (TSFG)
Illinois
$1K
CA
340
Clearstead Advisors
Ohio
$973 +$973 +23 New
BGAI
341
Bruce G. Allen Investments
Colorado
$807
JWM
342
Janiczek Wealth Management
Colorado
$637
SAM
343
Smartleaf Asset Management
Massachusetts
$632 +$632 +15 New
FGAM
344
Financial Gravity Asset Management
Texas
$450 +$450 +11 New
GI
345
Gradient Investments
Minnesota
$425 -$4K -94 -90%
FP
346
Financial Perspectives
Minnesota
$340
HI
347
Horizon Investments
North Carolina
$337
HGERS
348
Householder Group Estate & Retirement Specialist
Arizona
$42
Balyasny Asset Management
349
Balyasny Asset Management
Illinois
-$20.6M -425,134 Closed
LIP
350
Lighthouse Investment Partners
Florida
-$8.48M -175,000 Closed