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EPR Properties

410 hedge funds and large institutions have $5.01B invested in EPR Properties in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 147 increasing their positions, 132 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
8.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
55
Increased
147
Reduced
132
Closed
42
Calls
$14.9M
Puts
$14.2M
Net Calls
+$708K
Net Calls Change
+$8.64M
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
351
Rockefeller Capital Management
New York
$22K +$22K +281 New
TCM
352
Tradewinds Capital Management
Washington
$21K +$21K +272 New
AW
353
Alpha Windward
Massachusetts
$20K
Fuller & Thaler Asset Management
354
Fuller & Thaler Asset Management
California
$18K
APC
355
Aspire Private Capital
North Carolina
$18K
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$18K +$3.87K +49 +27%
PHK
357
Point72 Hong Kong
Hong Kong
$17K -$45.2K -595 -73%
RFC
358
Regions Financial Corp
Alabama
$17K -$3.46K -47 -17%
AP
359
Arlington Partners
Alabama
$17K
NFG
360
Next Financial Group
Texas
$17K +$78 +1 +0.5%
NFH
361
NEXT Financial Holdings
Texas
$17K +$17K +219 New
QCIG
362
Quad-Cities Investment Group
Iowa
$16K
BC
363
Barnett & Company
Tennessee
$15K
FPFS
364
First Personal Financial Services
North Carolina
$15K -$11K
FGAM
365
Financial Gravity Asset Management
Texas
$15K +$15K +187 New
SIS
366
Sound Income Strategies
Florida
$13K -$15.3K -206 -54%
WTC
367
WhitTier Trust Company
Nevada
$13K
CAM
368
Cresset Asset Management
Illinois
$12K +$12K +149 New
AIM
369
Anchor Investment Management
South Carolina
$11.9K
GWMIA
370
Global Wealth Management Investment Advisory
Florida
$11K +$6.42K +80 +140%
LPWM
371
Lake Point Wealth Management
Texas
$10K
LWANC
372
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
APA
373
American Portfolios Advisors
New York
$9.61K
MFT
374
Moisand Fitzgerald Tamayo
Florida
$9K
LFA
375
Legacy Financial Advisors
Kentucky
$9K