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EPR Properties
EPR

Overview Fund Activity

329 hedge funds and large institutions have $3.74B invested in EPR Properties in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-24
Holders Change %
-6.8%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
136
Reduced
110
Closed
64
Calls
$10.9M
Puts
$15.4M
Net Calls
-$4.47M
Net Calls Change
+$2.05M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$78.3M
2
PI
PGGM Investments
Netherlands
+$68M
3
Cohen & Steers
Cohen & Steers
New York
+$31.4M
4
WCM
Wedge Capital Management
North Carolina
+$27.4M
5
WMSA
Weiss Multi-Strategy Advisers
New York
+$21.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$46.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$32.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$24M
4
SFM
Systematic Financial Management
New Jersey
-$20.7M
5
UIC
Uniplan Investment Counsel
Wisconsin
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
251
Private Capital Group
Connecticut
$91K +$78.5K +1,412 +630%
WAM
252
Wolverine Asset Management
Illinois
$84K – – –
PI
253
PineBridge Investments
New York
$76K +$76K +1,370 New
PCP
254
Proficio Capital Partners
Massachusetts
$60K +$36.5K +659 +156%
Envestnet Asset Management
255
Envestnet Asset Management
Illinois
$57K -$2.8M -50,616 -98%
RFC
256
Regions Financial Corp
Alabama
$55K -$317K -5,773 -85%
MOS
257
MGO One Seven
Ohio
$55K -$27K -489 -33%
CAL
258
Capital Analysts LLC
Pennsylvania
$48K -$33.1K -598 -41%
WDL
259
Well Done LLC
Michigan
$45K +$45K +816 New
NWM
260
Northwest Wealth Management
Iowa
$44K +$44K +800 New
FGC
261
Financial Gravity Companies
Texas
$39K +$1.78K +32 +5%
FGAM
262
Financial Gravity Asset Management
Texas
$39K +$39K +703 New
ASN
263
Advisory Services Network
Georgia
$38K -$11.3K -203 -23%
PCIA
264
Prime Capital Investment Advisors
Kansas
$37K – – –
RCAG
265
Rehmann Capital Advisory Group
Michigan
$37K +$37K +659 New
KBC Group
266
KBC Group
Belgium
$36K – – –
PFGIA
267
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$435 +8 +1%
IWM
268
IHT Wealth Management
Illinois
$36K +$12.6K +230 +54%
SWP
269
Stratos Wealth Partners
Ohio
$34K -$279 -5 -0.8%
WA
270
WealthTrust-Arizona
Arizona
$33K +$33K +600 New
IUHSA
271
Itau Unibanco Holding S.A.
Brazil
$32K -$94K -1,722 -75%
AF
272
Advisornet Financial
Minnesota
$28K +$220 +4 +0.8%
BFEC
273
Benjamin F. Edwards & Company
Missouri
$26K -$5.97K -109 -19%
DSC
274
Duncker Streett & Co
Missouri
$24K – – –
PFBT
275
Parkside Financial Bank & Trust
Missouri
$24K +$1.65K +29 +7%
9 10
11
12 13