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EPR Properties
EPR

Overview Fund Activity

288 hedge funds and large institutions have $2.14B invested in EPR Properties in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 120 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-9
Holders Change %
-3.03%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
44
Increased
68
Reduced
120
Closed
51
Calls
$61.6M
Puts
$77.6M
Net Calls
-$16M
Net Calls Change
-$11.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.1M
2
Invesco
Invesco
Georgia
$178M
3
RCM
Redwood Capital Management
New York
$234M
4
BlackRock
BlackRock
New York
$401M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$19.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$50.7M
2
UIC
Uniplan Investment Counsel
Wisconsin
$0
3
WCM
Wedge Capital Management
North Carolina
$34.1M
4
GCM
Glendon Capital Management
California
$150K
5
Renaissance Technologies
Renaissance Technologies
New York
$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
226
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
BWM
227
BerganKDV Wealth Management
Minnesota
$8K – – –
APC
228
Aspire Private Capital
North Carolina
$8K +$645 +20 +9%
VNA
229
Valley National Advisers
Pennsylvania
$7K -$1.58K -45 -18%
AP
230
Arlington Partners
Alabama
$7K – – –
VFA
231
Valeo Financial Advisors
Indiana
$7K – – –
VRM
232
Vectors Research Management
New York
$7K – – –
HFA
233
Hoover Financial Advisors
Pennsylvania
$7K +$7K +194 New
BFG
234
Baron Financial Group
New Jersey
$6.11K – – –
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$6K -$439K -12,743 -99%
AF
236
Advisornet Financial
Minnesota
$6K -$9.11K -299 -60%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$6K -$2.51K -75 -30%
EFSCE
238
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$1.58K -47 -21%
BC
239
Barnett & Company
Tennessee
$6K – – –
PWMG
240
Prestige Wealth Management Group
New Jersey
$6K – – –
CCA
241
Childress Capital Advisors
Texas
$6K +$6K +137 New
NSIM
242
North Star Investment Management
Illinois
$5K -$16.7K -500 -77%
IA
243
IFP Advisors
Florida
$5K -$4.85K -132 -49%
RIA
244
RPG Investment Advisory
California
$5K – – –
HWA
245
HHM Wealth Advisors
Tennessee
$5K – – –
SIAG
246
Safeguard Investment Advisory Group
California
$5K +$5K +158 New
AIG
247
American International Group
New York
$4.38K -$135 -4,150 -3%
PFBT
248
Parkside Financial Bank & Trust
Missouri
$4K – – –
KTC
249
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
MFT
250
Moisand Fitzgerald Tamayo
Florida
$4K – – –
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10
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