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EPR Properties
EPR

Overview Fund Activity

249 hedge funds and large institutions have $3B invested in EPR Properties in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
93
Reduced
77
Closed
26
Calls
$2.61M
Puts
$2.11M
Net Calls
+$507K
Net Calls Change
+$933K

Top Buyers

1
OCM
Osterweis Capital Management
California
$59.7M
2
Principal Financial Group
Principal Financial Group
Iowa
$138M
3
RIM
Ranger International Management
Illinois
$12.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$69.3M
5
State Street
State Street
Massachusetts
$86.1M

Top Sellers

1
HRES
Heitman Real Estate Securities
Illinois
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$462M
3
EAM
Edge Asset Management
Washington
$33.1M
4
ESCM
Echo Street Capital Management
New York
$0
5
SAMC
Shinko Asset Management Company
Japan
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
226
Victory Capital Management
Texas
$44K +$44K +779 New
MFS
227
MSI Financial Services
Massachusetts
$38K -$21.8K -397 -36%
ARMT
228
Amica Retiree Medical Trust
Rhode Island
$38K – – –
Parallax Volatility Advisers
229
Parallax Volatility Advisers
California
$37K -$21.1K -383 -36%
AW
230
Alpha Windward
Massachusetts
$23K +$23K +423 New
SF
231
Synovus Financial
Georgia
$22K – – –
PG
232
Patten Group
Tennessee
$21.9K +$21.9K +400 New
NSIM
233
North Star Investment Management
Illinois
$13K – – –
GWM
234
Gupta Wealth Management
California
$13K – – –
Nuveen Asset Management
235
Nuveen Asset Management
Illinois
$12.9K -$18.7K -340,901 -59%
KTC
236
Kistler-Tiffany Companies
Pennsylvania
$12K +$12K +210 New
Simplex Trading
237
Simplex Trading
Illinois
$11K +$11K +212 New
W
238
Wealthfront
California
$10K +$1.75K +32 +21%
JG
239
Jefferies Group
New York
$10K +$10K +179 New
IPC
240
Independent Portfolio Consultants
Florida
$10K +$10K +185 New
IWM
241
Integrated Wealth Management
California
$8K – – –
CHP
242
Cable Hill Partners
Oregon
$6K – – –
Manulife (Manufacturers Life Insurance)
243
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.73K +$514 +9,383 +10%
NFG
244
Next Financial Group
Texas
$5K – – –
RWA
245
Ropes Wealth Advisors
Massachusetts
$4K – – –
Loomis, Sayles & Company
246
Loomis, Sayles & Company
Massachusetts
$3K +$3K +50 New
HR
247
Howe & Rusling
New York
$1K – – –
KCPG
248
Kavar Capital Partners Group
Kansas
$1K +$1K +30 New
1GA
249
1st Global Advisors
Texas
$298 -$4 -78 -1%
HRES
250
Heitman Real Estate Securities
Illinois
– -$11.2M -186,280 Closed
8 9
10
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