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EPR Properties
EPR

Overview Fund Activity

361 hedge funds and large institutions have $2.38B invested in EPR Properties in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
146
Reduced
97
Closed
45
Calls
$15M
Puts
$16.9M
Net Calls
-$1.92M
Net Calls Change
+$2.95M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.6M
2
Millennium Management
Millennium Management
New York
$25.6M
3
American Century Companies
American Century Companies
Missouri
$48.1M
4
Northern Trust
Northern Trust
Illinois
$37.4M
5
LSV Asset Management
LSV Asset Management
Illinois
$50M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Invesco
Invesco
Georgia
$27.2M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
226
ALPS Advisors
Colorado
$303K +$7.75K +175 +3%
OTPPB
227
Ontario Teachers' Pension Plan Board
Ontario, Canada
$302K +$5.4K +122 +2%
HighTower Advisors
228
HighTower Advisors
Illinois
$301K -$5.85K -132 -2%
Neuberger Berman Group
229
Neuberger Berman Group
New York
$293K +$1.9K +43 +0.7%
PA
230
Parallel Advisors
California
$284K +$31.1K +703 +12%
FRM
231
Fox Run Management
Connecticut
$281K +$281K +6,354 New
Simplex Trading
232
Simplex Trading
Illinois
$281K +$166K +3,746 +144%
BC
233
Bridgefront Capital
Texas
$281K -$64.5K -1,457 -19%
AHL
234
Abel Hall LLC
Louisiana
$279K +$2.35K +53 +0.8%
PWP
235
Pursue Wealth Partners
California
$275K – – –
IPW
236
Impact Partnership Wealth
Georgia
$274K +$3.14K +71 +1%
PCG
237
Prosperity Consulting Group
Maryland
$273K +$273K +6,158 New
CFO
238
Callan Family Office
Pennsylvania
$269K +$269K +6,074 New
Prudential Financial
239
Prudential Financial
New Jersey
$262K -$1.47M -33,153 -85%
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$260K +$35.4K +787 +16%
SAM
241
Securian Asset Management
Minnesota
$254K -$7.22K -163 -3%
SCM
242
Sterneck Capital Management
Missouri
$253K +$253K +5,708 New
HCMT
243
Highland Capital Management (Tennessee)
Tennessee
$248K +$15.5K +349 +7%
VU
244
Vanderbilt University
Tennessee
$244K +$244K +5,504 New
PTC
245
Private Trust Company
Ohio
$243K -$43.4K -980 -15%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$239K -$102K -2,295 -30%
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$223K +$45.6K +1,030 +26%
VWWMG
248
Vermillion & White Wealth Management Group
Pennsylvania
$223K +$223K +5,032 New
BAM
249
Byrne Asset Management
New Jersey
$223K -$270K -5,505 Closed
PAM
250
Panagora Asset Management
Massachusetts
$222K -$29.6K -668 -12%
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