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EPR Properties
EPR

Overview Fund Activity

350 hedge funds and large institutions have $3.2B invested in EPR Properties in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 115 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+29
Holders Change %
+9.03%
% of All Funds
5.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
69
Increased
115
Reduced
106
Closed
35
Calls
$26.4M
Puts
$31.2M
Net Calls
-$4.79M
Net Calls Change
-$44.4M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$85.9M
2
State Street
State Street
Massachusetts
$226M
3
N
Natixis
France
$27.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$22.1M
5
Prudential Financial
Prudential Financial
New Jersey
$93.5M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$11.8M
3
BlackRock
BlackRock
New York
$575M
4
Invesco
Invesco
Georgia
$336M
5
TCA
Taconic Capital Advisors
New York
$7.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
251
Vanguard Personalized Indexing Management
California
$226K +$226K +4,136 New
AAM
252
Advisors Asset Management
Colorado
$221K -$65.7K -1,203 -23%
ICA
253
Infrastructure Capital Advisors
New York
$221K +$221K +4,032 New
LNWWM
254
Laird Norton Wetherby Wealth Management
California
$219K +$219K +4,008 New
URS
255
Utah Retirement Systems
Utah
$210K +$210K +3,838 New
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$203K +$203K +3,713 New
HWA
257
Heritage Wealth Advisors
Virginia
$164K – – –
PA
258
PSI Advisors
Florida
$128K -$2.75K -50 -2%
SOW
259
State of Wyoming
Wyoming
$126K +$32.8K +598 +35%
PHK
260
Point72 Hong Kong
Hong Kong
$119K -$137K -2,503 -53%
GC
261
Globeflex Capital
California
$118K +$118K +2,153 New
IA
262
IFP Advisors
Florida
$113K +$70.9K +1,004 +168%
S
263
SignatureFD
Georgia
$109K +$1.36K +25 +1%
GRP
264
Global Retirement Partners
California
$102K +$102K +2,086 New
APA
265
American Portfolios Advisors
New York
$98.4K +$10.3K +189 +12%
COCM
266
Charter Oak Capital Management
New Hampshire
$78K +$8.75K +160 +13%
SWM
267
Spire Wealth Management
Virginia
$76K +$20.2K +370 +36%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$75K -$274 -5 -0.4%
LC
269
Lindbrook Capital
California
$72K +$494 +9 +0.7%
QCG
270
Quadrant Capital Group
Ohio
$72K +$1.2K +22 +2%
NICM
271
Neo Ivy Capital Management
New York
$72K +$61.4K +1,132 +578%
PA
272
Parallel Advisors
California
$60K +$12.5K +230 +26%
MAM
273
Meeder Asset Management
Ohio
$52K -$8.37K -154 -14%
CCA
274
Catalyst Capital Advisors
New York
$51K +$51K +930 New
WAM
275
Wolverine Asset Management
Illinois
$45K -$131K -2,408 -74%
9 10
11
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