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EPR Properties
EPR

Overview Fund Activity

345 hedge funds and large institutions have $4.54B invested in EPR Properties in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 133 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+49
Holders Change %
+16.55%
% of All Funds
8.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
71
Increased
133
Reduced
104
Closed
19
Calls
$8.59M
Puts
$8.08M
Net Calls
+$511K
Net Calls Change
-$2.37M

Top Buyers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
$198M
2
Cohen & Steers
Cohen & Steers
New York
$198M
3
Principal Financial Group
Principal Financial Group
Iowa
$277M
4
O
OppenheimerFunds
New York
$37.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$776M

Top Sellers

1
Invesco
Invesco
Georgia
$122M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$53.3M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$109M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$1.24M
5
SI
Scout Investments
Missouri
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
251
Stratos Wealth Partners
Ohio
$297K +$297K +4,139 New
B
252
Bailard
California
$296K +$28.8K +400 +11%
PAM
253
Panagora Asset Management
Massachusetts
$293K -$2.38M -33,153 -89%
WAM
254
World Asset Management
Michigan
$290K +$5.17K +72 +2%
PAS
255
Park Avenue Securities
New York
$283K +$43.1K +591 +18%
KM
256
Kalos Management
Georgia
$277K +$277K +3,865 New
WAM
257
Weiss Asset Management
Massachusetts
$274K +$274K +3,808 New
LFAS
258
Level Four Advisory Services
Texas
$272K – – –
CIA
259
Choate Investment Advisors
Massachusetts
$268K – – –
WP
260
WealthPLAN Partners
Nebraska
$260K +$260K +3,613 New
HNB
261
Huntington National Bank
Ohio
$259K -$17.5K -243 -6%
NIT
262
NumerixS Investment Technologies
British Columbia, Canada
$259K +$259K +3,600 New
AIP
263
Ahrens Investment Partners
Louisiana
$254K +$254K +3,533 New
FIM
264
Freedom Investment Management
Connecticut
$248K +$25K +348 +11%
PCMC
265
Paragon Capital Management (Colorado)
Colorado
$237K +$237K +3,295 New
SPC
266
Sigma Planning Corp
Michigan
$237K +$237K +3,299 New
GCA
267
Gideon Capital Advisors
New York
$235K +$235K +3,274 New
N
268
Natixis
France
$234K -$66.1K -919 -22%
UB
269
UMB Bank
Missouri
$223K – – –
FRM
270
Fox Run Management
Connecticut
$216K -$497K -6,900 -70%
Verition Fund Management
271
Verition Fund Management
Connecticut
$208K +$208K +2,889 New
WS
272
Wedbush Securities
California
$208K +$208K +2,890 New
PAG
273
Private Advisor Group
New Jersey
$207K +$15.3K +218 +8%
AIL
274
AGF Investments LLC
Ontario, Canada
$159K +$86.5K +1,184 +119%
GRP
275
Global Retirement Partners
California
$120K +$120K +1,674 New
9 10
11
12 13