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EPR Properties
EPR

Overview Fund Activity

348 hedge funds and large institutions have $4.37B invested in EPR Properties in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
7.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
48
Increased
125
Reduced
108
Closed
27
Calls
$22.5M
Puts
$24.2M
Net Calls
-$1.75M
Net Calls Change
+$2.72M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$90M
2
Principal Financial Group
Principal Financial Group
Iowa
$396M
3
Fidelity International
Fidelity International
Bermuda
$38.9M
4
BlackRock
BlackRock
New York
$553M
5
SI
Scout Investments
Missouri
$46.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$307M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$184M
3
GT
Glenmede Trust
Pennsylvania
$1.91M
4
Vanguard Group
Vanguard Group
Pennsylvania
$686M
5
WCM
Wedge Capital Management
North Carolina
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
226
Private Advisor Group
New Jersey
$330K +$330K +5,106 New
PFP
227
Pinnacle Financial Partners
Tennessee
$328K – – –
DADC
228
D.A. Davidson & Co
Montana
$316K -$15K -232 -5%
GCA
229
Gideon Capital Advisors
New York
$314K +$314K +4,843 New
FA
230
FDx Advisors
Illinois
$307K +$17.4K +268 +6%
ED
231
Exane Derivatives
France
$302K -$36.1K -557 -11%
PCMC
232
Paragon Capital Management (Colorado)
Colorado
$302K +$1.69K +26 +0.6%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$297K -$18.5K -285 -6%
Franklin Resources
234
Franklin Resources
California
$295K +$55.7K +860 +23%
LWAC
235
Laurel Wealth Advisors (California)
California
$294K +$294K +4,548 New
WP
236
WealthPLAN Partners
Nebraska
$287K -$51K -789 -15%
M&T Bank
237
M&T Bank
New York
$281K +$26.5K +408 +10%
EMG
238
Ellington Management Group
Connecticut
$279K +$279K +4,300 New
NAM
239
Nissay Asset Management
Japan
$274K +$16.2K +250 +6%
CB
240
Commerce Bank
Missouri
$273K +$12.5K +193 +5%
OAM
241
Oppenheimer Asset Management
New York
$269K -$107K -1,652 -28%
B
242
Bailard
California
$267K – – –
ANRIA
243
American National Registered Investment Advisor
Texas
$259K – – –
PCM
244
Prelude Capital Management
New York
$258K -$286K -4,413 -53%
SPC
245
Sigma Planning Corp
Michigan
$244K -$66.8K -1,029 -21%
LFAS
246
Level Four Advisory Services
Texas
$244K +$244K +3,776 New
Neuberger Berman Group
247
Neuberger Berman Group
New York
$241K -$5.66M -87,157 -96%
MNBTD
248
Moody National Bank Trust Division
Texas
$240K – – –
MPPLM
249
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$239K +$83.7K +1,294 +54%
LIA
250
LS Investment Advisors
Michigan
$236K -$1.23K -19 -0.5%
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