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EPR Properties
EPR

Overview Fund Activity

325 hedge funds and large institutions have $2.45B invested in EPR Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
115
Reduced
119
Closed
42
Calls
$14.9M
Puts
$36.7M
Net Calls
-$21.8M
Net Calls Change
-$23.3M

Top Buyers

1
RIM
Rush Island Management
New York
$42.6M
2
Prudential Financial
Prudential Financial
New Jersey
$39.5M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.9M
4
Group One Trading
Group One Trading
Illinois
$8.92M
5
Renaissance Technologies
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
BlackRock
BlackRock
New York
$422M
3
HRES
Heitman Real Estate Securities
Illinois
$0
4
WCP
Waterfront Capital Partners
New York
$34.9M
5
Cohen & Steers
Cohen & Steers
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
226
Byrne Asset Management
New Jersey
$251K -$298K -6,365 Closed
PAG
227
Private Advisor Group
New Jersey
$249K +$5.98K +144 +2%
EFI
228
EHP Funds Inc
Canada
$249K +$249K +6,000 New
CAN
229
Cetera Advisor Networks
California
$245K +$30.6K +737 +14%
ASN
230
Advisory Services Network
Georgia
$244K +$244K +5,870 New
AA
231
ALPS Advisors
Colorado
$243K -$64.7K -1,558 -21%
CG
232
Colony Group
Massachusetts
$242K – – –
HighTower Advisors
233
HighTower Advisors
Illinois
$233K +$233K +5,628 New
PAM
234
Panagora Asset Management
Massachusetts
$229K +$4.2K +101 +2%
P
235
Pitcairn
Pennsylvania
$225K +$33.7K +811 +18%
API
236
Advisor Partners II
California
$216K +$35.1K +844 +19%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$215K -$4.9K -118 -2%
WA
238
Wealthstar Advisors
Texas
$214K -$3.78K -91 -2%
PTC
239
Private Trust Company
Ohio
$210K -$914 -22 -0.4%
SCM
240
Schnieders Capital Management
California
$210K -$4.15K -100 -2%
S
241
SignatureFD
Georgia
$148K +$41.4K +997 +39%
IPW
242
Impact Partnership Wealth
Georgia
$143K +$143K +3,433 New
ACA
243
Atlas Capital Advisors
Wyoming
$142K +$85.3K +2,054 +150%
ECM
244
EMC Capital Management
Texas
$126K -$298K -7,192 -70%
HWA
245
Heritage Wealth Advisors
Virginia
$125K – – –
QCG
246
Quadrant Capital Group
Ohio
$111K -$3.2K -77 -3%
PA
247
Parallel Advisors
California
$109K -$15.6K -375 -13%
GRP
248
Global Retirement Partners
California
$96.9K -$1.54K -38 -2%
MLICM
249
Metropolitan Life Insurance Company (MetLife)
New York
$96.1K +$582 +14 +0.6%
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$68K +$2.3K +55 +3%
8 9
10
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