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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 %
AF
376
Allworth Financial
California
$9K +$4.81K +62 +115%
SCM
377
Shelton Capital Management
Colorado
$8.25K -$99.1K -7,614 -92%
CAC
378
Certified Advisory Corp
Florida
$8K
AIM
379
Advantage Investment Management
Iowa
$8K
CWA
380
Clarus Wealth Advisors
Arizona
$8K
JCM
381
Jacobi Capital Management
Pennsylvania
$8K +$152 +2 +2%
SIM
382
Sonora Investment Management
Arizona
$7K
CHP
383
Cable Hill Partners
Oregon
$7K
GI
384
Gradient Investments
Minnesota
$6K -$3.87K -51 -39%
TL
385
TrueWealth LLC
Georgia
$6K -$5K
PWM
386
PRW Wealth Management
Massachusetts
$6K
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$6K +$1.05K +13 +21%
GT
388
Glenmede Trust
Pennsylvania
$5.86K +$29 +378 +0.5%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$4.61K
WCM
390
Wealthcare Capital Management
Virginia
$4K
IFAM
391
Institutional & Family Asset Management
Colorado
$4K
BCA
392
Berman Capital Advisors
Georgia
$4K +$2K +30 +100%
HAM
393
Highstreet Asset Management
Ontario, Canada
$3K
DBT
394
Dubuque Bank & Trust
Iowa
$3K
ESB
395
Essex Savings Bank
Connecticut
$3K
GWS
396
Glassman Wealth Services
Virginia
$3K +$1.05K +13 +54%
CFA
397
Camarda Financial Advisors
Florida
$3K +$3K +35 New
AIA
398
Alera Investment Advisors
Illinois
$3K +$3K +36 New
BMM
399
Buffington Mohr McNeal
Idaho
$3K +$3K +38 New
CF
400
Centaurus Financial
California
$2.66K +$312 +24 +13%