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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 %
GWMIA
401
Global Wealth Management Investment Advisory
Florida
$4K
EWM
402
EPG Wealth Management
Georgia
$4K +$4K +50 New
MCM
403
McMillion Capital Management
North Carolina
$4K +$4K +60 New
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$3K -$4.5K -54 -60%
GWS
405
Glassman Wealth Services
Virginia
$3K
WCG
406
Weaver Consulting Group
California
$3K
KFS
407
Kelly Financial Services
Massachusetts
$2.33K
CFA
408
Carroll Financial Associates
North Carolina
$2K
AWM
409
Avior Wealth Management
Nebraska
$2K
TL
410
TrueWealth LLC
Georgia
$2K
WAP
411
Wealthcare Advisory Partners
Pennsylvania
$2K
HGWM
412
Harvest Group Wealth Management
Massachusetts
$2K
HWM
413
HighMark Wealth Management
Minnesota
$2K +$2K +30 New
LFA
414
Lighthouse Financial Advisors
Maryland
$2K +$2K +31 New
TFO
415
Tarbox Family Office
California
$1K
DOA
416
D'Orazio & Associates
Virginia
$1K
EARNEST Partners
417
EARNEST Partners
Georgia
$1K
TFGT
418
TS Financial Group (TSFG)
Illinois
$1K
IWP
419
IAG Wealth Partners
Wisconsin
$1K +$1K +4 New
BCWM
420
Bartlett & Co Wealth Management
Ohio
$994
ECM
421
EII Capital Management
New York
$730 -$19 -273 -3%
ED
422
Exane Derivatives
France
$578
LS
423
Leelyn Smith
Illinois
$91 +$91 +1,290 New
CC
424
Carlson Capital
Texas
-$11.9M -155,019 Closed
ESCM
425
Echo Street Capital Management
New York
-$8.47M -110,240 Closed