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EPR Properties
EPR

Overview Fund Activity

314 hedge funds and large institutions have $2.13B invested in EPR Properties in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-21
Holders Change %
-6.27%
% of All Funds
6.45%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
41
Increased
106
Reduced
115
Closed
58
Calls
$29.8M
Puts
$28.7M
Net Calls
+$1.16M
Net Calls Change
+$15M

Top Buyers

1
RCM
Redwood Capital Management
New York
$139M
2
Invesco
Invesco
Georgia
$126M
3
LBIM
Land & Buildings Investment Management
Connecticut
$21.3M
4
State Street
State Street
Massachusetts
$121M
5
KSCM
King Street Capital Management
New York
$17.4M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$9.94M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$8K
3
Bank of America
Bank of America
North Carolina
$51.2M
4
Millennium Management
Millennium Management
New York
$896K
5
Vanguard Group
Vanguard Group
Pennsylvania
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
226
FORA Capital
Florida
$76K -$438K -13,273 -85%
CG
227
Cutler Group
California
$76K +$76K +2,300 New
HFA
228
Hoover Financial Advisors
Pennsylvania
$66K +$66K +1,994 New
WEC
229
Winslow Evans & Crocker
Massachusetts
$64K -$29.6K -893 -32%
GRP
230
Global Retirement Partners
California
$64K +$2.05K +62 +3%
OPS
231
Orion Portfolio Solutions
Nebraska
$64K +$4.52K +137 +8%
VanEck Associates
232
VanEck Associates
New York
$63K +$31.5K +958 +100%
QCG
233
Quadrant Capital Group
Ohio
$60K +$7.83K +235 +15%
CFGS
234
Concourse Financial Group Securities
Alabama
$57K +$33 +1 +0.1%
PAG
235
Private Advisor Group
New Jersey
$54K +$54K +1,640 New
GWM
236
Geneos Wealth Management
Colorado
$50K -$4.63K -148 -8%
NICM
237
Neo Ivy Capital Management
New York
$41K +$41K +1,224 New
AW
238
Avion Wealth
Texas
$37K – – –
PA
239
Parallel Advisors
California
$35K +$4.36K +133 +14%
SIS
240
Sound Income Strategies
Florida
$34K – – –
CFA
241
Carroll Financial Associates
North Carolina
$33K -$9.04K -278 -22%
CAL
242
Capital Analysts LLC
Pennsylvania
$31K +$696 +21 +2%
RWA
243
Ropes Wealth Advisors
Massachusetts
$27K – – –
LC
244
Lindbrook Capital
California
$25K +$14.5K +437 +139%
NSIM
245
North Star Investment Management
Illinois
$22K -$2.23K -66 -9%
APA
246
American Portfolios Advisors
New York
$21.2K +$2.82K +85 +15%
IA
247
IFP Advisors
Florida
$19K -$23.2K -705 -55%
AF
248
Advisornet Financial
Minnesota
$16K -$4.42K -137 -22%
LWA
249
Lenox Wealth Advisors
New York
$16K – – –
BCA
250
Berman Capital Advisors
Georgia
$16K +$14.9K +451 +1,409%
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