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EPR Properties
EPR

Overview Fund Activity

350 hedge funds and large institutions have $3.2B invested in EPR Properties in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 115 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+29
Holders Change %
+9.03%
% of All Funds
5.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
69
Increased
115
Reduced
106
Closed
35
Calls
$26.4M
Puts
$31.2M
Net Calls
-$4.79M
Net Calls Change
-$44.4M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$85.9M
2
State Street
State Street
Massachusetts
$226M
3
N
Natixis
France
$27.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$22.1M
5
Prudential Financial
Prudential Financial
New Jersey
$93.5M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.8M
3
BlackRock
BlackRock
New York
$575M
4
Invesco
Invesco
Georgia
$336M
5
TCA
Taconic Capital Advisors
New York
$7.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
226
Quadrature Capital
United Kingdom
$289K -$203K -3,704 -41%
WA
227
Wealthstar Advisors
Texas
$288K +$220 +4 +0.1%
PFO
228
Pathstone Family Office
New Jersey
$280K – – –
Nomura Holdings
229
Nomura Holdings
Japan
$278K -$62.3K -1,125 -18%
GCP
230
GSA Capital Partners
United Kingdom
$276K -$1.88M -34,429 -87%
CPP
231
Capasso Planning Partners
South Carolina
$274K +$274K +5,000 New
PAM
232
Panagora Asset Management
Massachusetts
$273K – – –
P
233
Pitcairn
Pennsylvania
$272K -$8.47K -155 -3%
SPC
234
Sigma Planning Corp
Michigan
$271K -$164 -3 -0.1%
TSS
235
Two Sigma Securities
New York
$263K +$263K +4,800 New
RSWM
236
Robertson Stephens Wealth Management
California
$258K – – –
PI
237
PEAK6 Investments
Illinois
$251K -$10.3K -189 -4%
SPIA
238
Steward Partners Investment Advisory
New York
$246K +$16.2K +297 +7%
AAS
239
Avantax Advisory Services
Texas
$242K +$8.77K +160 +4%
PTC
240
Private Trust Company
Ohio
$241K – – –
BAM
241
Blueshift Asset Management
New Jersey
$241K +$241K +4,410 New
PA
242
Profund Advisors
Maryland
$240K +$240K +4,379 New
IWC
243
Integrated Wealth Concepts
Massachusetts
$240K +$240K +4,394 New
MLICM
244
Metropolitan Life Insurance Company (MetLife)
New York
$240K -$761K -13,917 -76%
FTDI
245
First Trust Direct Indexing
Massachusetts
$236K -$12.5K -228 -5%
MA
246
Mutual Advisors
Nebraska
$236K – – –
Mackenzie Financial
247
Mackenzie Financial
Ontario, Canada
$232K +$232K +4,244 New
Jacobs Levy Equity Management
248
Jacobs Levy Equity Management
New Jersey
$231K +$231K +4,227 New
SCM
249
Shelton Capital Management
Colorado
$228K +$228K +4,167 New
BAM
250
Byrne Asset Management
New Jersey
$226K +$6.01K +110 +3%
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