EPR icon

EPR Properties
EPR

Overview Fund Activity

314 hedge funds and large institutions have $3.13B invested in EPR Properties in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 85 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
51
Increased
85
Reduced
106
Closed
28
Calls
$114M
Puts
$21.7M
Net Calls
+$91.8M
Net Calls Change
+$6.65M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$31.4M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$38.2M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$56.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$19.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$22.3M

Top Sellers

1
RCM
1
Redwood Capital Management
New York
$46.3M
2
NTCM
2
Nut Tree Capital Management
New York
$21.1M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$41.4M
4
Bank of America
4
Bank of America
North Carolina
$37.8M
5
WCM
5
Wedge Capital Management
North Carolina
$5.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
251
Berman Capital Advisors
Georgia
$24K – – –
ASN
252
Advisory Services Network
Georgia
$22K +$22K +408 New
Canada Pension Plan Investment Board
253
Canada Pension Plan Investment Board
Ontario, Canada
$20K -$347K -6,542 -95%
AWA
254
Arkadios Wealth Advisors
Georgia
$20K -$718 -14 -3%
COCM
255
Charter Oak Capital Management
New Hampshire
$18K +$16K +310 +816%
ST
256
Sageworth Trust
Pennsylvania
$17K +$17K +315 New
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$16K – – –
CFD
258
Creative Financial Designs
Indiana
$16K – – –
APC
259
Aspire Private Capital
North Carolina
$13K -$12K -248 Closed
BWM
260
BerganKDV Wealth Management
Minnesota
$13K – – –
PFGIA
261
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
AP
262
Arlington Partners
Alabama
$11K -$76K -1,485 -87%
VRM
263
Vectors Research Management
New York
$11K – – –
SWA
264
SOA Wealth Advisors
New York
$11K – – –
Fidelity Investments
265
Fidelity Investments
Massachusetts
$11K +$4.54K +90 +70%
AF
266
Advisornet Financial
Minnesota
$10K – – –
HFA
267
Hoover Financial Advisors
Pennsylvania
$10K – – –
BU
268
BBVA USA
Alabama
$10K +$10K +186 New
BFG
269
Baron Financial Group
New Jersey
$9.9K – – –
HWA
270
HHM Wealth Advisors
Tennessee
$9K – – –
PWMG
271
Prestige Wealth Management Group
New Jersey
$9K – – –
EFSCE
272
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
RIA
273
RPG Investment Advisory
California
$8K – – –
PFBT
274
Parkside Financial Bank & Trust
Missouri
$8K +$386 +7 +5%
KTC
275
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
9 10
11
12 13