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EPR Properties
EPR

Overview Fund Activity

338 hedge funds and large institutions have $2.73B invested in EPR Properties in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
47
Increased
106
Reduced
124
Closed
31
Calls
$16.7M
Puts
$15.1M
Net Calls
+$1.53M
Net Calls Change
+$78.3M

Top Buyers

1
WCP
Waterfront Capital Partners
New York
+$56.9M
2
Cohen & Steers
Cohen & Steers
New York
+$28.9M
3
SSA
Schonfeld Strategic Advisors
New York
+$15.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$15.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$10.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$52.4M
2
BlackRock
BlackRock
New York
-$31.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$23M
4
HRES
Heitman Real Estate Securities
Illinois
-$17.1M
5
Goldman Sachs
Goldman Sachs
New York
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
226
Samalin Investment Counsel
New York
$266K +$266K +5,681 New
TRCT
227
Tower Research Capital (TRC)
New York
$262K +$173K +3,707 +197%
PFO
228
Pathstone Family Office
New Jersey
$259K -$53K -1,110 -17%
PAM
229
Panagora Asset Management
Massachusetts
$253K +$253K +5,412 New
SEI Investments
230
SEI Investments
Pennsylvania
$250K -$326K -6,975 -57%
JSC
231
Jackson Square Capital
California
$248K +$248K +5,309 New
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$248K -$9.36K -200 -4%
WA
233
Wealthstar Advisors
Texas
$246K +$246K +5,253 New
SCM
234
Schnieders Capital Management
California
$242K +$242K +5,162 New
CAN
235
Cetera Advisor Networks
California
$241K -$93.9K -2,007 -28%
CFG
236
Cooper Financial Group
California
$239K +$239K +5,106 New
PTC
237
Private Trust Company
Ohio
$238K – – –
Wolverine Trading
238
Wolverine Trading
Illinois
$237K -$284K -6,054 -55%
William Blair & Company
239
William Blair & Company
Illinois
$232K +$232K +4,965 New
RSWM
240
Robertson Stephens Wealth Management
California
$221K +$221K +4,703 New
P
241
Pitcairn
Pennsylvania
$216K +$216K +4,614 New
OTL
242
Oak Thistle LLC
New York
$216K +$216K +4,608 New
AAS
243
Avantax Advisory Services
Texas
$215K +$215K +4,587 New
Two Sigma Investments
244
Two Sigma Investments
New York
$215K +$215K +4,585 New
FTDI
245
First Trust Direct Indexing
Massachusetts
$208K +$208K +4,434 New
ProShare Advisors
246
ProShare Advisors
Maryland
$206K +$206K +4,398 New
API
247
Advisor Partners II
California
$204K +$204K +4,358 New
AIA
248
Arrow Investment Advisors
Maryland
$203K +$203K +4,338 New
MGP
249
Metis Global Partners
California
$201K +$201K +4,296 New
HWA
250
Heritage Wealth Advisors
Virginia
$140K – – –
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