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EPR Properties
EPR

Overview Fund Activity

351 hedge funds and large institutions have $2.76B invested in EPR Properties in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
116
Reduced
115
Closed
27
Calls
$12.2M
Puts
$15.8M
Net Calls
-$3.65M
Net Calls Change
+$18.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$12.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.7M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
WCP
3
Waterfront Capital Partners
New York
$0
4
Millennium Management
4
Millennium Management
New York
$9.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
226
US Bancorp
Minnesota
$311K +$5.72K +118 +2%
CIM
227
Cambria Investment Management
California
$309K – – –
CAN
228
Cetera Advisor Networks
California
$309K +$23.3K +480 +8%
SAM
229
Securian Asset Management
Minnesota
$304K -$4.85K -100 -2%
Corient Private Wealth
230
Corient Private Wealth
Florida
$304K -$630 -13 -0.2%
EFI
231
EHP Funds Inc
Canada
$300K +$9.69K +200 +3%
MSRPS
232
Maryland State Retirement & Pension System
Maryland
$299K – – –
PAM
233
Panagora Asset Management
Massachusetts
$286K +$18.6K +383 +7%
Focus Partners Wealth
234
Focus Partners Wealth
Massachusetts
$283K +$283K +5,843 New
AA
235
ALPS Advisors
Colorado
$280K -$3.88K -80 -1%
P
236
Pitcairn
Pennsylvania
$272K +$8.96K +185 +3%
CC
237
Corton Capital
Ontario, Canada
$271K +$271K +5,599 New
WVP
238
Worth Venture Partners
New Jersey
$264K -$43.6K -900 -14%
SPC
239
Sigma Planning Corp
Michigan
$255K -$427K -8,814 -63%
CIS
240
Custom Index Systems
New York
$254K +$254K +5,242 New
WA
241
Wealthstar Advisors
Texas
$250K -$339 -7 -0.1%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$249K -$2.13K -44 -0.8%
PTC
243
Private Trust Company
Ohio
$245K – – –
MGP
244
Metis Global Partners
California
$240K +$240K +4,954 New
ACA
245
Atlas Capital Advisors
Wyoming
$236K +$70K +1,445 +42%
NW
246
Naviter Wealth
Arkansas
$235K +$235K +4,813 New
Cerity Partners
247
Cerity Partners
New York
$234K +$234K +4,838 New
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$231K +$231K +4,770 New
William Blair & Company
249
William Blair & Company
Illinois
$231K +$231K +4,765 New
RSWM
250
Robertson Stephens Wealth Management
California
$230K +$230K +4,724 New
8 9
10
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