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EPR Properties

325 hedge funds and large institutions have $2.25B invested in EPR Properties in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 133 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
5.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
133
Reduced
101
Closed
37
Calls
$17.5M
Puts
$94.3M
Net Calls
-$76.8M
Net Calls Change
-$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
201
Creative Planning
Kansas
$345K +$31.1K +816 +10%
EAM
202
Erste Asset Management
Austria
$338K +$74.4K +2,000 +28%
CIM
203
Cambria Investment Management
California
$336K +$48K +1,260 +17%
ASN
204
Advisory Services Network
Georgia
$335K +$95.4K +2,505 +40%
BRWA
205
B. Riley Wealth Advisors
Florida
$334K +$12.2K +317 +4%
EGM
206
Engineers Gate Manager
New York
$334K +$334K +8,760 New
VanEck Associates
207
VanEck Associates
New York
$310K +$16K +421 +5%
NAM
208
Nissay Asset Management
Japan
$302K -$648 -17 -0.2%
PWA
209
PCG Wealth Advisors
Kansas
$302K +$302K +7,923 New
TSS
210
Two Sigma Securities
New York
$300K +$300K +7,886 New
SS
211
Sound Stewardship
Kansas
$290K +$50.5K +1,325 +21%
WAP
212
Wealthcare Advisory Partners
Pennsylvania
$278K -$22.7K -596 -8%
CAN
213
Cetera Advisor Networks
California
$273K +$114 +3 +0%
N
214
Natixis
France
$263K -$191K -5,000 -42%
SAM
215
Securian Asset Management
Minnesota
$257K -$3.81K -100 -1%
Corient Private Wealth
216
Corient Private Wealth
Florida
$252K +$252K +6,622 New
PFO
217
Pathstone Family Office
New Jersey
$249K +$3.4K +89 +1%
US Bancorp
218
US Bancorp
Minnesota
$242K +$31.5K +826 +15%
MSRPS
219
Maryland State Retirement & Pension System
Maryland
$235K
BAM
220
Byrne Asset Management
New Jersey
$231K -$56.6K -1,486 -20%
NW
221
Naviter Wealth
Arkansas
$229K +$229K +5,974 New
PAG
222
Private Advisor Group
New Jersey
$226K +$226K +5,935 New
CG
223
Colony Group
Massachusetts
$221K +$221K +5,797 New
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$210K -$68K -1,786 -25%
PTC
225
Private Trust Company
Ohio
$194K