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EPR Properties
EPR

Overview Fund Activity

403 hedge funds and large institutions have $5.04B invested in EPR Properties in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 150 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
150
Reduced
126
Closed
50
Calls
$11.5M
Puts
$14.7M
Net Calls
-$3.2M
Net Calls Change
-$1.68M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$56.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$916M
4
CC
Carlson Capital
Texas
$11.9M
5
SAM
Securian Asset Management
Minnesota
$10.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$12.4M
2
Goldman Sachs
Goldman Sachs
New York
$41.4M
3
AllianceBernstein
AllianceBernstein
Tennessee
$32.3M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$52.8M
5
PPA
Parametric Portfolio Associates
Washington
$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
6M
226
6 Meridian
Kansas
$550K +$19.5K +254 +4%
Wolverine Trading
227
Wolverine Trading
Illinois
$549K +$549K +7,167 New
PIA
228
Piedmont Investment Advisors
North Carolina
$534K -$27.2K -354 -5%
CB
229
Commerce Bank
Missouri
$531K +$18.5K +240 +4%
Mitsubishi UFJ Trust & Banking
230
Mitsubishi UFJ Trust & Banking
Japan
$530K +$530K +6,900 New
DTL
231
Dynamic Technology Lab
Singapore
$520K +$520K +6,772 New
WA
232
Wealthstar Advisors
Texas
$500K +$308 +4 +0.1%
AG
233
Advisor Group
Arizona
$495K -$20.8K -270 -4%
SLF
234
Sun Life Financial
Ontario, Canada
$494K +$2.77K +36 +0.6%
FMBTD
235
First Midwest Bank Trust Division
Illinois
$491K – – –
FWIA
236
Fort Washington Investment Advisors
Ohio
$469K +$469K +6,100 New
JIM
237
Jupiter Investment Management
United Kingdom
$467K -$343K -4,470 -42%
PI
238
Putnam Investments
Massachusetts
$440K -$10.2K -133 -2%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$439K +$9.09K +118 +2%
SWM
240
SeaCrest Wealth Management
New York
$434K -$30.2K -393 -7%
AAM
241
Advisors Asset Management
Colorado
$428K +$149K +1,945 +54%
SXL
242
Summit X LLC
Missouri
$424K +$1.92K +25 +0.5%
TD Asset Management
243
TD Asset Management
Ontario, Canada
$415K +$415K +5,400 New
NAM
244
Nissay Asset Management
Japan
$410K – – –
DIM
245
DC Investments Management
Virginia
$402K +$109K +1,414 +37%
NA
246
NewEdge Advisors
Louisiana
$402K +$402K +5,172 New
BAM
247
Blueshift Asset Management
New Jersey
$393K -$67.2K -874 -15%
MA
248
Mutual Advisors
Nebraska
$390K -$41.7K -543 -10%
PFP
249
Pinnacle Financial Partners
Tennessee
$390K -$21.8K -283 -5%
ARTA
250
A.R.T. Advisors
New York
$386K -$1.12M -14,600 -74%
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