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EPR Properties
EPR

Overview Fund Activity

352 hedge funds and large institutions have $2.59B invested in EPR Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
124
Reduced
140
Closed
44
Calls
$15.3M
Puts
$20.2M
Net Calls
-$4.87M
Net Calls Change
-$1.14M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$36.4M
2
UBS AM
UBS AM
Illinois
+$16.9M
3
PCM
Penn Capital Management
Pennsylvania
+$14M
4
CIM
Centersquare Investment Management
Pennsylvania
+$13.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$11.4M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$16.5M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$11.5M
3
Millennium Management
Millennium Management
New York
-$11M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$8.93M
5
Morgan Stanley
Morgan Stanley
New York
-$8.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
226
Naviter Wealth
Arkansas
$295K -$1.92K -39 -0.6%
SAM
227
Securian Asset Management
Minnesota
$289K -$7.21K -147 -2%
D.E. Shaw & Co
228
D.E. Shaw & Co
New York
$287K +$51.1K +1,042 +22%
PA
229
Parallel Advisors
California
$280K +$87.2K +1,778 +45%
PAM
230
Panagora Asset Management
Massachusetts
$278K -$29.9K -609 -10%
BAM
231
Byrne Asset Management
New Jersey
$270K +$270K +5,505 New
CL
232
Choreo LLC
Illinois
$266K +$11.8K +243 +5%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$264K +$23.5K +480 +10%
HCMT
234
Highland Capital Management (Tennessee)
Tennessee
$258K +$258K +5,261 New
US Bancorp
235
US Bancorp
Minnesota
$252K +$8.39K +171 +3%
AWS
236
Atria Wealth Solutions
New York
$245K +$10.9K +223 +5%
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$245K +$8.04K +164 +3%
FPAS
238
Focus Partners Advisor Solutions
Missouri
$239K +$239K +4,881 New
FTDI
239
First Trust Direct Indexing
Massachusetts
$235K -$736 -15 -0.3%
RSWM
240
Robertson Stephens Wealth Management
California
$232K -$2.47K -50 -1%
BC
241
Burney Company
Virginia
$230K +$230K +4,698 New
P
242
Pitcairn
Pennsylvania
$230K -$31.4K -640 -12%
SWP
243
Stratos Wealth Partners
Ohio
$229K -$4.9K -100 -2%
Mackenzie Financial
244
Mackenzie Financial
Ontario, Canada
$225K +$225K +4,583 New
CBOR
245
Community Bank of Raymore
Missouri
$223K -$27.2K -555 -11%
CIC
246
Cornercap Investment Counsel
Georgia
$222K -$892K -18,195 -80%
PS
247
Presima Securities
Quebec, Canada
$216K +$216K +4,400 New
MSRPS
248
Maryland State Retirement & Pension System
Maryland
$209K -$93.4K -1,904 -31%
Wellington Management Group
249
Wellington Management Group
Massachusetts
$208K -$718K -14,639 -78%
SCM
250
Schnieders Capital Management
California
$204K +$204K +4,162 New
8 9
10
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