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EPR Properties

295 hedge funds and large institutions have $2.91B invested in EPR Properties in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 73 increasing their positions, 110 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more call options, than puts

Call options by funds: $110M | Put options by funds: $25.1M

36% more capital invested

Capital invested by funds: $2.14B → $2.91B (+$768M)

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

2% more funds holding

Funds holding: 290295 (+5)

4.62% less ownership

Funds ownership: 88.45%83.84% (-4.6%)

34% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 110

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
295
Holders Change
+5
Holders Change %
+1.72%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
48
Increased
73
Reduced
110
Closed
41
Calls
$110M
Puts
$25.1M
Net Calls
+$85.2M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
226
Harbour Investments
Wisconsin
$26K +$23.9K +566 New
EVM
227
Eaton Vance Management
Massachusetts
$24K +$21.9K +520 New
SPIA
228
Steward Partners Investment Advisory
New York
$23.8K -$5.99K -142 -22%
LWA
229
Lenox Wealth Advisors
New York
$23K
MAM
230
Meeder Asset Management
Ohio
$22K -$11.8K -281 -37%
LC
231
Lindbrook Capital
California
$22K
BWA
232
BDO Wealth Advisors
Florida
$21K
BCA
233
Berman Capital Advisors
Georgia
$21K
AWA
234
Arkadios Wealth Advisors
Georgia
$18K
CFD
235
Creative Financial Designs
Indiana
$14K
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$14K +$5.48K +130 +75%
APC
237
Aspire Private Capital
North Carolina
$12K
BWM
238
BerganKDV Wealth Management
Minnesota
$12K
PFGIA
239
Patriot Financial Group Insurance Agency
Massachusetts
$11K
SWA
240
SOA Wealth Advisors
New York
$10K
VFA
241
Valeo Financial Advisors
Indiana
$10K
AF
242
Advisornet Financial
Minnesota
$9K
BC
243
Barnett & Company
Tennessee
$9K
HFA
244
Hoover Financial Advisors
Pennsylvania
$9K
VRM
245
Vectors Research Management
New York
$9K
BFG
246
Baron Financial Group
New Jersey
$8.76K
EFSCE
247
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
HWA
248
HHM Wealth Advisors
Tennessee
$8K
PWMG
249
Prestige Wealth Management Group
New Jersey
$8K
VNA
250
Valley National Advisers
Pennsylvania
$7K -$2.53K -60 -30%

EPR Hedge Fund Activity: Q1 2021 in Review

295 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2021, worth a combined $2.91B — up 36% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EPR positions and 41 closed out — a net gain of 7 holders — while 73 added to existing stakes and 110 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $40.4M. The largest seller was Redwood Capital Management, cutting an estimated $132M.

  • 295 institutional investors held EPR Properties (EPR) as of Q1 2021, up from 290 in Q4 2020.
  • Funds reported $2.91B of EPR Properties stock for Q1 2021, up 36% quarter-over-quarter.
  • 48 funds opened new EPR Properties positions in Q1 2021 and 41 closed out, a net change of +7 holders.
  • The largest EPR Properties buyer in Q1 2021 was Deutsche Bank, an estimated $40.4M added.
  • The largest EPR Properties seller in Q1 2021 was Redwood Capital Management, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2021.