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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 %
GWMIA
376
Global Wealth Management Investment Advisory
Florida
$4K +$4K +57 New
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$4K +$4K +61 New
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$3.84K
DSI
379
Daiwa SB Investments
Japan
$3K
WCM
380
Wealthcare Capital Management
Virginia
$3K
AF
381
Allworth Financial
California
$3K
IFAM
382
Institutional & Family Asset Management
Colorado
$3K
CA
383
Claro Advisors
Massachusetts
$3K +$3K +39 New
IC
384
Inscription Capital
Texas
$3K +$3K +54 New
AAMU
385
Amundi Asset Management US
Massachusetts
$2.65K -$1.76K -27,481 -40%
Schroder Investment Management Group
386
Schroder Investment Management Group
United Kingdom
$2.23K -$157 -2,455 -7%
WAP
387
Wealthcare Advisory Partners
Pennsylvania
$2K
AWM
388
Avior Wealth Management
Nebraska
$2K
GWS
389
Glassman Wealth Services
Virginia
$2K
CAGAS
390
Capital Advisory Group Advisory Services
Minnesota
$2K
DBT
391
Dubuque Bank & Trust
Iowa
$2K
HAM
392
Highstreet Asset Management
Ontario, Canada
$2K +$2K +33 New
ESB
393
Essex Savings Bank
Connecticut
$2K +$2K +36 New
EARNEST Partners
394
EARNEST Partners
Georgia
$1K
BC
395
Bartlett & Co
Ohio
$1K
DOA
396
D'Orazio & Associates
Virginia
$1K +$1K +12 New
EWM
397
Executive Wealth Management
Michigan
$1K +$1K +13 New
FCA
398
FinTrust Capital Advisors
South Carolina
$1K +$1K +13 New
BCA
399
Berman Capital Advisors
Georgia
$1K +$1K +30 New
BCWM
400
Bartlett & Co Wealth Management
Ohio
$901