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EPR Properties

425 hedge funds and large institutions have $4.72B invested in EPR Properties in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+22
Holders Change %
+5.46%
% of All Funds
8.39%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
71
Increased
144
Reduced
130
Closed
39
Calls
$13.4M
Puts
$35.9M
Net Calls
-$22.5M
Net Calls Change
-$19.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
376
Procyon Advisors
Connecticut
$12K +$12K +166 New
AA
377
Argent Advisors
Louisiana
$11K +$11K +155 New
APA
378
American Portfolios Advisors
New York
$10.9K
AIM
379
Anchor Investment Management
South Carolina
$10.9K
LWANC
380
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K
LPWM
381
Lake Point Wealth Management
Texas
$10K +$10K +138 New
MFT
382
Moisand Fitzgerald Tamayo
Florida
$8K
VCM
383
Versant Capital Management
Arizona
$8K
WT
384
Whittier Trust
California
$8K
AF
385
Allworth Financial
California
$8K +$67 +1 +0.8%
JCM
386
Jacobi Capital Management
Pennsylvania
$8K +$145 +2 +2%
BCA
387
Berman Capital Advisors
Georgia
$8K +$4.03K +62 +102%
TPWA
388
TRUE Private Wealth Advisors
Oregon
$8K +$8K +122 New
GI
389
Gradient Investments
Minnesota
$7K -$2.68K -36 -28%
CAC
390
Certified Advisory Corp
Florida
$7K
VNA
391
Valley National Advisers
Pennsylvania
$7K
SIM
392
Sonora Investment Management
Arizona
$6K
SF
393
Synovus Financial
Georgia
$6K
OPS
394
Orion Portfolio Solutions
Nebraska
$6K +$6K +89 New
CWA
395
Core Wealth Advisors
Florida
$5K +$5K +75 New
TPCW
396
TD Private Client Wealth
New York
$4.24K +$4.24K +60 New
PFBT
397
Parkside Financial Bank & Trust
Missouri
$4K -$24.2K -375 -86%
SCA
398
Stonebridge Capital Advisors
Minnesota
$4K
IFAM
399
Institutional & Family Asset Management
Colorado
$4K
GWMIA
400
Global Wealth Management Investment Advisory
Florida
$4K