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EPR Properties
EPR

Overview Fund Activity

335 hedge funds and large institutions have $1.53B invested in EPR Properties in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-90
Holders Change %
-21.18%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
127
Reduced
106
Closed
131
Calls
$8.01M
Puts
$21.8M
Net Calls
-$13.8M
Net Calls Change
+$8.66M

Top Buyers

1
NTCM
1
Nut Tree Capital Management
New York
$46M
2
Bank of America
2
Bank of America
North Carolina
$50.6M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$69.3M
4
BlackRock
4
BlackRock
New York
$260M
5
Millennium Management
5
Millennium Management
New York
$12.7M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$65.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.58M
3
Invesco
3
Invesco
Georgia
$42.3M
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
SI
5
Scout Investments
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
226
Advisory Services Network
Georgia
$59K +$47.4K +1,957 +408%
TFGT
227
TS Financial Group (TSFG)
Illinois
$55K +$54.5K +2,250 +10,714%
PG
228
Pendal Group
Australia
$50.5K +$50.5K +2,086 New
GRP
229
Global Retirement Partners
California
$45K – – –
OPS
230
Orion Portfolio Solutions
Nebraska
$44K +$41.8K +1,715 +1,927%
CFGS
231
Concourse Financial Group Securities
Alabama
$42K -$94.8K -3,892 -69%
GWM
232
Geneos Wealth Management
Colorado
$42K -$17.5K -726 -29%
PRC
233
Pearl River Capital
Michigan
$39K -$141K -5,739 -78%
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
$39K – – –
QCG
235
Quadrant Capital Group
Ohio
$36K +$19K +827 +112%
IA
236
IFP Advisors
Florida
$33K -$3.91K -152 -11%
GWMIA
237
Global Wealth Management Investment Advisory
Florida
$33K +$31.6K +1,314 +2,305%
KTC
238
Kistler-Tiffany Companies
Pennsylvania
$31K – – –
CFA
239
Carroll Financial Associates
North Carolina
$31K +$30.3K +1,264 +4,359%
AW
240
Avion Wealth
Texas
$27K +$27K +1,116 New
SIS
241
Sound Income Strategies
Florida
$25K +$20.7K +850 +486%
MWA
242
Moser Wealth Advisors
Washington
$24K – – –
VanEck Associates
243
VanEck Associates
New York
$23K +$12K +498 +108%
PA
244
Parallel Advisors
California
$22K -$4.71K -200 -18%
CAL
245
Capital Analysts LLC
Pennsylvania
$22K +$313 +13 +1%
Pacer Advisors
246
Pacer Advisors
Pennsylvania
$21K -$19.8K -795 -48%
ClearBridge Investments
247
ClearBridge Investments
New York
$20K -$5.67M -232,610 -100%
RWA
248
Ropes Wealth Advisors
Massachusetts
$20K -$272K -11,133 -93%
QT
249
Quantbot Technologies
New York
$20K -$99.7K -4,289 -83%
S
250
SignatureFD
Georgia
$18K -$7.27K -292 -29%
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