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EPR Properties
EPR

Overview Fund Activity

309 hedge funds and large institutions have $5.05B invested in EPR Properties in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 110 increasing their positions, 107 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+29
Holders Change %
+10.36%
% of All Funds
8.26%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
48
Increased
110
Reduced
107
Closed
15
Calls
$7.7M
Puts
$7.78M
Net Calls
-$82K
Net Calls Change
+$1.01M

Top Buyers

1
Invesco
1
Invesco
Georgia
$388M
2
SI
2
Scout Investments
Missouri
$55.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$798M
4
Macquarie Group
4
Macquarie Group
Australia
$55.4M
5
Mariner
5
Mariner
Kansas
$18.6M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$208M
2
SFM
2
Systematic Financial Management
New Jersey
$2.02M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$10.8M
4
Northern Trust
4
Northern Trust
Illinois
$142M
5
State Street
5
State Street
Massachusetts
$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
1GA
226
1st Global Advisors
Texas
$524K +$5.8K +72 +1%
IRF
227
IBM Retirement Fund
New York
$514K +$514K +6,369 New
UB
228
UMB Bank
Missouri
$508K +$266K +3,300 +110%
RWA
229
Ropes Wealth Advisors
Massachusetts
$494K +$1.61K +20 +0.3%
DADC
230
D.A. Davidson & Co
Montana
$488K +$92.3K +1,148 +23%
AMI
231
Amica Mutual Insurance
Rhode Island
$476K – – –
SEI Investments
232
SEI Investments
Pennsylvania
$469K +$24.1K +299 +5%
B
233
Barings
North Carolina
$452K +$452K +5,600 New
CONA
234
Capital One National Association
New York
$447K -$158K -1,958 -26%
ANRIA
235
American National Registered Investment Advisor
Texas
$439K – – –
WEC
236
Winslow Evans & Crocker
Massachusetts
$432K -$49.7K -616 -10%
QI
237
QS Investors
New York
$431K +$345K +4,278 +401%
MNBTD
238
Moody National Bank Trust Division
Texas
$414K – – –
GXMC
239
Global X Management Company
New York
$412K +$218K +2,707 +113%
AIA
240
Affinity Investment Advisors
California
$408K – – –
CL
241
Croft-Leominster
Maryland
$391K – – –
Pacer Advisors
242
Pacer Advisors
Pennsylvania
$386K +$386K +4,780 New
CIA
243
Choate Investment Advisors
Massachusetts
$380K -$7.42K -92 -2%
MC
244
Menta Capital
California
$362K -$1.9M -23,514 -84%
WFI
245
West Family Investments
California
$355K – – –
APFBOT
246
Amica Pension Fund Board of Trustees
Rhode Island
$353K – – –
Creative Planning
247
Creative Planning
Kansas
$351K -$271K -3,361 -44%
MFS
248
MSI Financial Services
Massachusetts
$351K +$222K +2,757 +172%
HEIP
249
Hudson Edge Investment Partners
New Jersey
$335K – – –
SBIA
250
Sheaff Brock Investment Advisors
Indiana
$327K +$12.4K +154 +4%
8 9
10
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