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EPR Properties
EPR

Overview Fund Activity

353 hedge funds and large institutions have $2.23B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+5
Holders Change %
+1.44%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
47
Increased
128
Reduced
129
Closed
38
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.74M
Net Calls Change
+$11.1M

Top Buyers

1
SA
1
Sycale Advisors
New York
$31.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$20.2M
3
ACM
3
Advisors Capital Management
New Jersey
$19.8M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$43.3M
5
BlackRock
5
BlackRock
New York
$441M

Top Sellers

1
Invesco
1
Invesco
Georgia
$43.6M
2
PI
2
PGGM Investments
Netherlands
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.4M
4
UBS AM
4
UBS AM
Illinois
$4.75M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
WVP
226
Worth Venture Partners
New Jersey
$317K +$8.4K +200 +3%
IMPI
227
Ilmarinen Mutual Pension Insurance
Finland
$315K – – –
MML Investors Services
228
MML Investors Services
Massachusetts
$313K -$46.4K -1,105 -13%
CT
229
ClearAlpha Technologies
Connecticut
$311K -$852K -20,303 -73%
BNP Paribas Financial Markets
230
BNP Paribas Financial Markets
France
$308K -$625K -14,883 -67%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$297K -$23.5K -560 -7%
MNBTD
232
Moody National Bank Trust Division
Texas
$296K +$546 +13 +0.2%
BCM
233
BTC Capital Management
Iowa
$288K -$17.9K -426 -6%
KPWS
234
Kestra Private Wealth Services
Texas
$283K +$1.14K +27 +0.4%
Corient Private Wealth
235
Corient Private Wealth
Florida
$280K +$11.8K +282 +4%
PTC
236
Private Trust Company
Ohio
$271K +$3.82K +91 +1%
AA
237
ALPS Advisors
Colorado
$269K +$10.7K +255 +4%
PD
238
Point72 (DIFC)
United Arab Emirates
$268K +$268K +6,388 New
PAM
239
Panagora Asset Management
Massachusetts
$264K -$5.63K -134 -2%
JFG
240
Jefferies Financial Group
New York
$264K +$35.6K +847 +16%
AHL
241
Abel Hall LLC
Louisiana
$261K +$4.7K +112 +2%
PWP
242
Pursue Wealth Partners
California
$261K – – –
MSRPS
243
Maryland State Retirement & Pension System
Maryland
$259K – – –
NW
244
Naviter Wealth
Arkansas
$254K – – –
SAM
245
Securian Asset Management
Minnesota
$253K -$6.05K -144 -2%
BAM
246
Byrne Asset Management
New Jersey
$252K -$283K -6,670 Closed
Focus Partners Wealth
247
Focus Partners Wealth
Massachusetts
$252K +$7K +167 +3%
MGP
248
Metis Global Partners
California
$248K +$28.4K +677 +13%
TRCT
249
Tower Research Capital (TRC)
New York
$244K +$138K +3,276 +129%
CIS
250
Custom Index Systems
New York
$234K +$27.2K +648 +13%
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