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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 %
SWP
426
Stratos Wealth Partners
Ohio
-$38K -560 Closed
CBT
427
Capital Bank & Trust
California
-$38K -555 Closed
Parallax Volatility Advisers
428
Parallax Volatility Advisers
California
-$33K -487 Closed
APP
429
Avantax Planning Partners
Iowa
-$27K -400 Closed
CAG
430
Csenge Advisory Group
Florida
-$24K -349 Closed
CFA
431
Carroll Financial Associates
North Carolina
-$16K -235 Closed
GWA
432
Guidant Wealth Advisors
Illinois
-$14K -212 Closed
SF
433
Synovus Financial
Georgia
-$10K -142 Closed
TA
434
Townsend & Associates
Colorado
-$10K -142 Closed
SPIA
435
Steward Partners Investment Advisory
New York
-$9K -128 Closed
TPWA
436
TRUE Private Wealth Advisors
Oregon
-$8.39K -122 Closed
AA
437
Ancora Advisors
Ohio
-$7K -98 Closed
SWMG
438
Signature Wealth Management Group
Georgia
-$6K -90 Closed
WSTAM
439
Wilbanks Smith & Thomas Asset Management
Virginia
-$6K -87 Closed
DWM
440
Destination Wealth Management
California
-$4K -56 Closed
LWA
441
Lowe Wealth Advisors
Maryland
-$4K -56 Closed
SFM
442
Signet Financial Management
New Jersey
-$3K -47 Closed
KJWM
443
Kiley Juergens Wealth Management
Washington
-$2K -31 Closed
OIA
444
OneDigital Investment Advisors
Kansas
-$2K -25 Closed
MWPCG
445
Measured Wealth Private Client Group
New Hampshire
-$1K -18 Closed
Toronto Dominion Bank
446
Toronto Dominion Bank
Ontario, Canada
-$1K -17 Closed
VNA
447
Valley National Advisers
Pennsylvania
-$7K