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EPR Properties

295 hedge funds and large institutions have $2.91B invested in EPR Properties in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 73 increasing their positions, 110 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more call options, than puts

Call options by funds: $110M | Put options by funds: $25.1M

36% more capital invested

Capital invested by funds: $2.14B → $2.91B (+$768M)

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

2% more funds holding

Funds holding: 290295 (+5)

4.62% less ownership

Funds ownership: 88.45%83.84% (-4.6%)

34% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 110

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
295
Holders Change
+5
Holders Change %
+1.72%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
48
Increased
73
Reduced
110
Closed
41
Calls
$110M
Puts
$25.1M
Net Calls
+$85.2M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
251
North Star Investment Management
Illinois
$7K
RIA
252
RPG Investment Advisory
California
$7K
AIG
253
American International Group
New York
$6.31K +$36.2K +858 +0.6%
KTC
254
Kistler-Tiffany Companies
Pennsylvania
$6K
PFBT
255
Parkside Financial Bank & Trust
Missouri
$6K
Fidelity Investments
256
Fidelity Investments
Massachusetts
$6K +$2.49K +59 +86%
LWP
257
Laurel Wealth Planning
Minnesota
$5K
MFT
258
Moisand Fitzgerald Tamayo
Florida
$5K
OCM
259
Orion Capital Management
California
$5K
CAC
260
Certified Advisory Corp
Florida
$5K +$4.13K +98 New
WT
261
Whittier Trust
California
$5K +$4.68K +111 New
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$4K -$4.55K -108 -60%
EI
263
Ellevest Inc
New York
$4K
FPS
264
Fieldpoint Private Securities
Connecticut
$4K
GI
265
Gradient Investments
Minnesota
$4K
SIM
266
Sonora Investment Management
Arizona
$4K
WCM
267
Wealthcare Capital Management
Virginia
$4K +$3.54K +84 New
TPCW
268
TD Private Client Wealth
New York
$3.87K
AF
269
Allworth Financial
California
$3K
CWAF
270
Core Wealth Advisors (Florida)
Florida
$3K
GWS
271
Glassman Wealth Services
Virginia
$3K
RDFA
272
Ritter Daniher Financial Advisory
Ohio
$3K
SFS
273
Sowell Financial Services
Arkansas
$3K +$548 +13 +33%
Nisa Investment Advisors
274
Nisa Investment Advisors
Missouri
$3K -$69.4K -1,645 -2%
PCG
275
Private Capital Group
Connecticut
$2K -$1.73K -41 -46%

EPR Hedge Fund Activity: Q1 2021 in Review

295 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2021, worth a combined $2.91B — up 36% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EPR positions and 41 closed out — a net gain of 7 holders — while 73 added to existing stakes and 110 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $40.4M. The largest seller was Redwood Capital Management, cutting an estimated $132M.

  • 295 institutional investors held EPR Properties (EPR) as of Q1 2021, up from 290 in Q4 2020.
  • Funds reported $2.91B of EPR Properties stock for Q1 2021, up 36% quarter-over-quarter.
  • 48 funds opened new EPR Properties positions in Q1 2021 and 41 closed out, a net change of +7 holders.
  • The largest EPR Properties buyer in Q1 2021 was Deutsche Bank, an estimated $40.4M added.
  • The largest EPR Properties seller in Q1 2021 was Redwood Capital Management, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2021.