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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 %
DWM
351
Destination Wealth Management
California
$4K +$4K +56 New
SFM
352
Signet Financial Management
New Jersey
$3K
IFAM
353
Institutional & Family Asset Management
Colorado
$3K
DBT
354
Dubuque Bank & Trust
Iowa
$3K
DSI
355
Daiwa SB Investments
Japan
$3K +$1.8K +30 +150%
KJWM
356
Kiley Juergens Wealth Management
Washington
$2K -$6.84K -106 -77%
GWS
357
Glassman Wealth Services
Virginia
$2K -$167 -2 -8%
AWM
358
Avior Wealth Management
Nebraska
$2K
WAP
359
Wealthcare Advisory Partners
Pennsylvania
$2K
CAGAS
360
Capital Advisory Group Advisory Services
Minnesota
$2K
OIA
361
OneDigital Investment Advisors
Kansas
$2K +$80 +1 +4%
BC
362
Bartlett & Co
Ohio
$1K
EARNEST Partners
363
EARNEST Partners
Georgia
$1K
Toronto Dominion Bank
364
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +17 New
MWPCG
365
Measured Wealth Private Client Group
New Hampshire
$1K +$1K +18 New
BCWM
366
Bartlett & Co Wealth Management
Ohio
$963
CF
367
Centaurus Financial
California
$193 -$173K -2,684 -100%
PIA
368
Piedmont Investment Advisors
North Carolina
-$1.09M -16,755 Closed
IA
369
Icon Advisers
Colorado
-$1.08M -16,600 Closed
LSAG
370
Lake Street Advisors Group
New Hampshire
-$900K -13,886 Closed
VF
371
Virtu Financial
New York
-$812K -12,537 Closed
PCM
372
Price Capital Management
Louisiana
-$736K -11,359 Closed
Canada Pension Plan Investment Board
373
Canada Pension Plan Investment Board
Ontario, Canada
-$505K -7,800 Closed
AAM
374
Advisors Asset Management
Colorado
-$483K -7,453 Closed
BCM
375
BlueCrest Capital Management
Jersey
-$468K -7,220 Closed