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EPR Properties
EPR

Overview Fund Activity

321 hedge funds and large institutions have $2.79B invested in EPR Properties in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 94 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
4.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
106
Reduced
94
Closed
40
Calls
$54.5M
Puts
$14.8M
Net Calls
+$39.6M
Net Calls Change
-$16M

Top Buyers

1
CIM
Centersquare Investment Management
Pennsylvania
$59.3M
2
Prudential Financial
Prudential Financial
New Jersey
$65.1M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$49.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
$527M
5
TCA
Taconic Capital Advisors
New York
$16.6M

Top Sellers

1
NTCM
Nut Tree Capital Management
New York
$0
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$0
3
Citadel Advisors
Citadel Advisors
Florida
$14.6M
4
Invesco
Invesco
Georgia
$303M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Avantax Advisory Services
Texas
$202K +$9.59K +202 +5%
SPIA
227
Steward Partners Investment Advisory
New York
$200K +$112K +2,351 +127%
BAM
228
Byrne Asset Management
New Jersey
$191K +$191K +4,025 New
Walleye Trading
229
Walleye Trading
New York
$183K +$183K +3,853 New
WAM
230
Wolverine Asset Management
Illinois
$153K -$23.7K -502 -13%
HWA
231
Heritage Wealth Advisors
Virginia
$142K – – –
AIP
232
Ahrens Investment Partners
Louisiana
$124K -$181K -3,797 -59%
PA
233
PSI Advisors
Florida
$113K -$949 -20 -0.8%
S
234
SignatureFD
Georgia
$94K -$12.1K -254 -11%
HFM
235
Harvest Fund Management
China
$85K -$28.6K -609 -25%
SOW
236
State of Wyoming
Wyoming
$81K +$81K +1,702 New
QT
237
Quantbot Technologies
New York
$77K +$77K +1,629 New
APA
238
American Portfolios Advisors
New York
$76.5K +$47.5K +1,000 +164%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$65K +$65K +1,374 New
QCG
240
Quadrant Capital Group
Ohio
$62K -$2.01K -42 -3%
LC
241
Lindbrook Capital
California
$62K +$39.7K +834 +177%
EVM
242
Eaton Vance Management
Massachusetts
$60K -$2.63K -55 -4%
COCM
243
Charter Oak Capital Management
New Hampshire
$60K +$30.5K +643 +103%
MAM
244
Meeder Asset Management
Ohio
$53K +$16.9K +354 +47%
SWM
245
Spire Wealth Management
Virginia
$49K – – –
GWM
246
Geneos Wealth Management
Colorado
$43K – – –
PA
247
Parallel Advisors
California
$41K +$1.41K +30 +4%
CFGS
248
Concourse Financial Group Securities
Alabama
$34K – – –
IA
249
IFP Advisors
Florida
$29K +$291 +6 +1%
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
$27K -$217K -4,623 -89%
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