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EPR Properties
EPR

Overview Fund Activity

416 hedge funds and large institutions have $4.94B invested in EPR Properties in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 160 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
9.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
53
Increased
160
Reduced
120
Closed
42
Calls
$13.7M
Puts
$15.3M
Net Calls
-$1.52M
Net Calls Change
-$2.23M

Top Buyers

1
Invesco
Invesco
Georgia
$235M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$65.1M
3
RJA
Raymond James & Associates
Florida
$32.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$19.1M
5
State Street
State Street
Massachusetts
$242M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
BlackRock
BlackRock
New York
$696M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$80.2M
4
Ameriprise
Ameriprise
Minnesota
$16.7M
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
SeaCrest Wealth Management
New York
$450K +$364K +4,879 +421%
JSL
252
JT Stratford LLC
Georgia
$449K +$27.7K +371 +7%
B
253
Bailard
California
$448K +$142K +1,900 +46%
BAM
254
Blueshift Asset Management
New Jersey
$447K +$447K +5,989 New
ACM
255
AlphaCrest Capital Management
New York
$440K +$440K +5,899 New
ECM
256
ExodusPoint Capital Management
New York
$440K +$440K +5,900 New
HEIP
257
Hudson Edge Investment Partners
New Jersey
$438K +$162K +2,176 +59%
PI
258
Putnam Investments
Massachusetts
$437K -$44.1K -591 -9%
FRM
259
Fox Run Management
Connecticut
$430K +$430K +5,770 New
MA
260
Mutual Advisors
Nebraska
$419K +$15.1K +202 +4%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$416K +$37.6K +504 +10%
SXL
262
Summit X LLC
Missouri
$409K – – –
PFP
263
Pinnacle Financial Partners
Tennessee
$399K +$21.1K +283 +6%
NAM
264
Nissay Asset Management
Japan
$398K +$9.7K +130 +2%
MPPLM
265
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$363K -$3.58K -48 -1%
PIA
266
Pinion Investment Advisors
Kansas
$357K -$35.1K -470 -9%
RJT
267
Raymond James Trust
Florida
$339K +$102K +1,370 +43%
BCM
268
Brasada Capital Management
Texas
$328K +$19.7K +260 +6%
NAM
269
NTV Asset Management
West Virginia
$321K – – –
SP
270
Symmetry Partners
Connecticut
$320K – – –
P
271
&Partners
Tennessee
$317K – – –
BC
272
Burney Company
Virginia
$316K – – –
OI
273
Oakbrook Investments
Illinois
$305K – – –
CFGS
274
Concourse Financial Group Securities
Alabama
$290K +$46.7K +622 +19%
CAN
275
Cetera Advisor Networks
California
$289K +$28.8K +387 +11%
9 10
11
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