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EPR Properties
EPR

Overview Fund Activity

416 hedge funds and large institutions have $4.94B invested in EPR Properties in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 160 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
9.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
53
Increased
160
Reduced
120
Closed
42
Calls
$13.7M
Puts
$15.3M
Net Calls
-$1.52M
Net Calls Change
-$2.23M

Top Buyers

1
Invesco
Invesco
Georgia
$235M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$65.1M
3
RJA
Raymond James & Associates
Florida
$32.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$19.1M
5
State Street
State Street
Massachusetts
$242M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
BlackRock
BlackRock
New York
$696M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$80.2M
4
Ameriprise
Ameriprise
Minnesota
$16.7M
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
226
Neuberger Berman Group
New York
$730K -$756K -10,127 -51%
WAM
227
Wolverine Asset Management
Illinois
$710K +$373K +5,000 +111%
BI
228
Bramshill Investments
Florida
$697K +$697K +9,342 New
Jane Street
229
Jane Street
New York
$685K +$685K +9,187 New
SAM
230
Securian Asset Management
Minnesota
$676K -$2.76K -37 -0.4%
M&T Bank
231
M&T Bank
New York
$665K +$103K +1,387 +18%
11A
232
10-15 Associates
New York
$663K – – –
FAAS
233
First Allied Advisory Services
California
$651K +$137K +1,833 +27%
GCP
234
GSA Capital Partners
United Kingdom
$648K -$220K -2,950 -25%
PAG
235
Private Advisor Group
New Jersey
$618K +$328K +5,328 +113%
AWM
236
AE Wealth Management
Kansas
$614K +$375K +5,030 +157%
CCIA
237
Campbell & Co Investment Adviser
Maryland
$583K +$583K +7,811 New
JCM
238
Jag Capital Management
Missouri
$580K +$580K +7,780 New
SCM
239
Shelton Capital Management
Colorado
$557K +$510K +6,839 +1,079%
PIA
240
Piedmont Investment Advisors
North Carolina
$544K +$544K +7,297 New
CS
241
Candriam SCA
Luxembourg
$520K – – –
Loomis, Sayles & Company
242
Loomis, Sayles & Company
Massachusetts
$516K -$142K -1,908 -22%
6M
243
6 Meridian
Kansas
$514K +$9.91K +133 +2%
CBOA
244
Commonwealth Bank of Australia
Australia
$514K +$156K +2,100 +44%
AG
245
Advisor Group
Arizona
$501K +$26.7K +357 +6%
CB
246
Commerce Bank
Missouri
$497K +$113K +1,514 +29%
IUHSA
247
Itau Unibanco Holding S.A.
Brazil
$488K +$323K +4,334 +196%
WA
248
Wealthstar Advisors
Texas
$483K -$10.2K -137 -2%
SLF
249
Sun Life Financial
Ontario, Canada
$477K – – –
FMBTD
250
First Midwest Bank Trust Division
Illinois
$476K -$8.05K -108 -2%
8 9
10
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