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EPR Properties
EPR

Overview Fund Activity

332 hedge funds and large institutions have $2.21B invested in EPR Properties in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 133 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+13
Holders Change %
+4.08%
% of All Funds
5.36%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
55
Increased
133
Reduced
93
Closed
37
Calls
$22M
Puts
$53.6M
Net Calls
-$31.5M
Net Calls Change
-$36M

Top Buyers

1
Millennium Management
Millennium Management
New York
$31.2M
2
Citadel Advisors
Citadel Advisors
Florida
$68.6M
3
LSV Asset Management
LSV Asset Management
Illinois
$34.5M
4
BlackRock
BlackRock
New York
$410M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.8M

Top Sellers

1
RIM
Rush Island Management
New York
$0
2
BC
Brookfield Corp
Ontario, Canada
$1.78M
3
Prudential Financial
Prudential Financial
New Jersey
$7.58M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$10.4M
5
GC
Guardian Capital
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
226
US Bancorp
Minnesota
$208K +$32.9K +872 +19%
Cerity Partners
227
Cerity Partners
New York
$203K +$203K +5,372 New
PTC
228
Private Trust Company
Ohio
$192K – – –
Bessemer Group
229
Bessemer Group
New Jersey
$172K +$170K +4,500 +10,000%
SPIA
230
Steward Partners Investment Advisory
New York
$132K -$39.7K -1,052 -23%
ECM
231
EMC Capital Management
Texas
$115K +$115K +3,042 New
HWA
232
Heritage Wealth Advisors
Virginia
$113K – – –
IA
233
IFP Advisors
Florida
$92K -$17.8K -285 -16%
MLICM
234
Metropolitan Life Insurance Company (MetLife)
New York
$87.6K -$415 -11 -0.5%
GRP
235
Global Retirement Partners
California
$86.7K +$8K +212 +10%
QCG
236
Quadrant Capital Group
Ohio
$80.5K +$33.5K +887 +71%
Loomis, Sayles & Company
237
Loomis, Sayles & Company
Massachusetts
$76K +$76K +2,010 New
S
238
SignatureFD
Georgia
$70.3K -$1.55K -41 -2%
IAIM
239
International Assets Investment Management
Florida
$67.1K +$66.3K +17,156 +8,017%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$63K +$2.09K +55 +3%
PMEF
241
Point72 Middle East FZE
United Arab Emirates
$59.5K +$59.5K +1,577 New
PA
242
Parallel Advisors
California
$58.6K +$20.1K +533 +52%
TRCT
243
Tower Research Capital (TRC)
New York
$58K -$127K -3,364 -69%
Acadian Asset Management
244
Acadian Asset Management
Massachusetts
$57K -$205K -5,501 -78%
SWM
245
Spire Wealth Management
Virginia
$53K +$16.7K +438 +46%
HFM
246
Harvest Fund Management
China
$52K – – –
LC
247
Lindbrook Capital
California
$49.3K +$1.66K +44 +3%
AWM
248
Activest Wealth Management
Florida
$49K – – –
Dimensional Fund Advisors
249
Dimensional Fund Advisors
Texas
$38.5K -$1.02K -27,123 -3%
HNB
250
Huntington National Bank
Ohio
$37.2K +$3.06K +81 +9%
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