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EPR Properties
EPR

Overview Fund Activity

288 hedge funds and large institutions have $2.14B invested in EPR Properties in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 120 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-9
Holders Change %
-3.03%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
44
Increased
68
Reduced
120
Closed
51
Calls
$61.6M
Puts
$77.6M
Net Calls
-$16M
Net Calls Change
-$11.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.1M
2
Invesco
Invesco
Georgia
$178M
3
RCM
Redwood Capital Management
New York
$234M
4
BlackRock
BlackRock
New York
$401M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$19.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$50.7M
2
UIC
Uniplan Investment Counsel
Wisconsin
$0
3
WCM
Wedge Capital Management
North Carolina
$34.1M
4
GCM
Glendon Capital Management
California
$150K
5
Renaissance Technologies
Renaissance Technologies
New York
$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
251
Laurel Wealth Planning
Minnesota
$4K +$4K +114 New
PCG
252
Private Capital Group
Connecticut
$3K -$3.53K -106 -54%
GI
253
Gradient Investments
Minnesota
$3K – – –
SIM
254
Sonora Investment Management
Arizona
$3K – – –
FPS
255
Fieldpoint Private Securities
Connecticut
$3K +$3K +85 New
EI
256
Ellevest Inc
New York
$3K +$3K +87 New
OCM
257
Orion Capital Management
California
$3K +$3K +100 New
TPCW
258
TD Private Client Wealth
New York
$2.7K -$683 -21 -20%
Fidelity Investments
259
Fidelity Investments
Massachusetts
$2K -$4.2K -145 -68%
TPWA
260
TRUE Private Wealth Advisors
Oregon
$2K -$1.25K -42 -39%
AF
261
Allworth Financial
California
$2K – – –
CWA
262
Core Wealth Advisors
Florida
$2K – – –
GWS
263
Glassman Wealth Services
Virginia
$2K – – –
JWM
264
Janiczek Wealth Management
Colorado
$2K +$2K +47 New
RDFA
265
Ritter Daniher Financial Advisory
Ohio
$2K +$2K +54 New
DWMG
266
DB Wealth Management Group
California
$2K +$2K +62 New
PWPS
267
Pinnacle Wealth Planning Services
Ohio
$2K +$2K +62 New
IA
268
Inspire Advisors
Idaho
$2K +$2K +67 New
TWM
269
Tradition Wealth Management
Minnesota
$2K +$2K +76 New
KFS
270
Kelly Financial Services
Massachusetts
$1.07K – – –
TWA
271
TCI Wealth Advisors
Arizona
$1K -$400 -12 -29%
EARNEST Partners
272
EARNEST Partners
Georgia
$1K – – –
AWM
273
Avior Wealth Management
Nebraska
$1K – – –
SFS
274
Sowell Financial Services
Arkansas
$1K – – –
TFGT
275
TS Financial Group (TSFG)
Illinois
$1K – – –
9 10
11
12 13