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EPR Properties

416 hedge funds and large institutions have $4.94B invested in EPR Properties in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 160 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
9.05%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
53
Increased
160
Reduced
120
Closed
42
Calls
$13.7M
Puts
$15.3M
Net Calls
-$1.52M
Net Calls Change
-$2.23M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
376
Anchor Investment Management
South Carolina
$11.6K
APA
377
American Portfolios Advisors
New York
$11.2K +$1.87K +25 +20%
CIA
378
CSat Investment Advisory
Michigan
$11K +$11K +154 New
LPWM
379
Lake Point Wealth Management
Texas
$10K
LWANC
380
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
AIM
381
Advantage Investment Management
Iowa
$10K +$2.63K +36 +36%
GI
382
Gradient Investments
Minnesota
$10K +$3.92K +51 +65%
AF
383
Allworth Financial
California
$9K +$77 +1 +0.9%
MC
384
Machina Capital
France
$9K +$9K +122 New
TPWA
385
TRUE Private Wealth Advisors
Oregon
$9K +$9K +122 New
MFT
386
Moisand Fitzgerald Tamayo
Florida
$8K
JCM
387
Jacobi Capital Management
Pennsylvania
$8K +$75 +1 +1%
FGAM
388
Financial Gravity Asset Management
Texas
$7K -$7.23K -95 -51%
CAC
389
Certified Advisory Corp
Florida
$7K
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$7K +$1.43K +19 +26%
SIM
391
Sonora Investment Management
Arizona
$6K
GT
392
Glenmede Trust
Pennsylvania
$5.69K
SCA
393
Stonebridge Capital Advisors
Minnesota
$5K +$5K +70 New
ED
394
Exane Derivatives
France
$4.47K -$156K -2,087 -97%
GWMIA
395
Global Wealth Management Investment Advisory
Florida
$4K -$5.61K -80 -58%
IFAM
396
Institutional & Family Asset Management
Colorado
$4K
BCA
397
Berman Capital Advisors
Georgia
$4K
WCM
398
Wealthcare Capital Management
Virginia
$4K
GWS
399
Glassman Wealth Services
Virginia
$3K
CFA
400
Camarda Financial Advisors
Florida
$3K