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EPR Properties

400 hedge funds and large institutions have $4.06B invested in EPR Properties in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 138 increasing their positions, 102 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+36
Holders Change %
+9.89%
% of All Funds
8.93%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
82
Increased
138
Reduced
102
Closed
45
Calls
$8.14M
Puts
$16.1M
Net Calls
-$7.93M
Net Calls Change
-$6.97M
Name Holding Trade Value Shares
Change
Shares
Change %
W
351
WealthOne
New York
$14K +$14K +220 New
BC
352
Barnett & Company
Tennessee
$13K
QCIG
353
Quad-Cities Investment Group
Iowa
$12K
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$11K
FPFS
355
First Personal Financial Services
North Carolina
$11K -$17K
ASN
356
Advisory Services Network
Georgia
$11K +$2.44K +39 +28%
WTC
357
WhitTier Trust Company
Nevada
$11K +$11K +175 New
AssetMark Inc
358
AssetMark Inc
California
$10K +$10K +154 New
AIM
359
Anchor Investment Management
South Carolina
$9.93K
LWANC
360
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K +$9K +136 New
LPWM
361
Lake Point Wealth Management
Texas
$9K +$9K +138 New
APA
362
American Portfolios Advisors
New York
$8K
GI
363
Gradient Investments
Minnesota
$8K
LFA
364
Legacy Financial Advisors
Kentucky
$8K
CWA
365
Clarus Wealth Advisors
Arizona
$7K -$6.6K -100 -49%
MFT
366
Moisand Fitzgerald Tamayo
Florida
$7K
JCM
367
Jacobi Capital Management
Pennsylvania
$7K +$68 +1 +1%
Lazard Asset Management
368
Lazard Asset Management
New York
$7K +$7K +122 New
SIM
369
Sonora Investment Management
Arizona
$6K
CHP
370
Cable Hill Partners
Oregon
$6K
AIM
371
Advantage Investment Management
Iowa
$6K
CAC
372
Certified Advisory Corp
Florida
$6K
PWM
373
PRW Wealth Management
Massachusetts
$6K +$6K +90 New
TL
374
TrueWealth LLC
Georgia
$5K -$5K
GT
375
Glenmede Trust
Pennsylvania
$4.86K -2 -0%