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EPR Properties

293 hedge funds and large institutions have $2.91B invested in EPR Properties in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 72 increasing their positions, 109 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
5.16%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
48
Increased
72
Reduced
109
Closed
41
Calls
$110M
Puts
$25.1M
Net Calls
+$85.2M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Shares
Change %
VPIM
201
Vanguard Personalized Indexing Management
California
$216K +$216K +4,646 New
VF
202
Virtu Financial
New York
$200K +$200K +4,285 New
PVH
203
Psagot Value Holdings
Israel
$190K +$50K +1,071 +36%
FIA
204
FNY Investment Advisers
New York
$186K +$186K +4,000 New
VanEck Associates
205
VanEck Associates
New York
$144K +$4.93K +106 +4%
HWA
206
Heritage Wealth Advisors
Virginia
$140K
SAS
207
Stelac Advisory Services
New York
$135K -$159K -3,415 -54%
Schroder Investment Management Group
208
Schroder Investment Management Group
United Kingdom
$132K -$794K -17,095 -86%
GWMIA
209
Global Wealth Management Investment Advisory
Florida
$130K +$6.52K +140 +5%
S
210
SignatureFD
Georgia
$96K -$6.05K -130 -6%
GRP
211
Global Retirement Partners
California
$90K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
212
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$88K +$88K +1,883 New
AP
213
Arlington Partners
Alabama
$79K +$69K +1,485 +691%
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$77K
QCG
215
Quadrant Capital Group
Ohio
$60K
GWM
216
Geneos Wealth Management
Colorado
$54K
APA
217
American Portfolios Advisors
New York
$41.1K +$11.3K +242 +38%
PA
218
Parallel Advisors
California
$38K
CFGS
219
Concourse Financial Group Securities
Alabama
$36K -$18.7K -395 -34%
SIS
220
Sound Income Strategies
Florida
$35.8K -$9.83K -211 -22%
AWM
221
Accel Wealth Management
Iowa
$33K -$14.4K -306 -30%
IA
222
IFP Advisors
Florida
$27K +$20.7K +450 +331%
SWM
223
Spire Wealth Management
Virginia
$27K +$27K +1,023 New
HI
224
Harbour Investments
Wisconsin
$26K +$26K +566 New
EVM
225
Eaton Vance Management
Massachusetts
$24K +$24K +520 New