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EPR Properties
EPR

Overview Fund Activity

334 hedge funds and large institutions have $2.75B invested in EPR Properties in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 136 increasing their positions, 93 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-16
Holders Change %
-4.57%
% of All Funds
5.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
136
Reduced
93
Closed
48
Calls
$27.5M
Puts
$28M
Net Calls
-$517K
Net Calls Change
+$4.27M

Top Buyers

1
HRES
1
Heitman Real Estate Securities
Illinois
$39.7M
2
Prudential Financial
2
Prudential Financial
New Jersey
$97.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.7M
4
Bank of America
4
Bank of America
North Carolina
$23.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$17.3M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$10.6M
2
Invesco
2
Invesco
Georgia
$265M
3
N
3
Natixis
France
$1.71M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$4.97M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$483K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
Spire Wealth Management
Virginia
$65K – – –
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$65K +$611 +13 +0.9%
LC
253
Lindbrook Capital
California
$64K +$2.3K +49 +4%
HFM
254
Harvest Fund Management
China
$64K +$49.1K +1,053 +329%
MAM
255
Meeder Asset Management
Ohio
$58K +$12.8K +272 +28%
PA
256
Parallel Advisors
California
$52K +$235 +5 +0.5%
HNB
257
Huntington National Bank
Ohio
$43K +$28.2K +608 +191%
NICM
258
Neo Ivy Capital Management
New York
$42K -$20.3K -433 -33%
CIM
259
Centersquare Investment Management
Pennsylvania
$37K +$37K +789 New
HI
260
Harbour Investments
Wisconsin
$36K +$36K +768 New
Group One Trading
261
Group One Trading
Illinois
$35K -$549K -11,565 -94%
TWC
262
TD Waterhouse Canada
Ontario, Canada
$34.4K +$17.7K +341 +106%
HIIFS
263
Harel Insurance Investments & Financial Services
Israel
$33K – – –
VVP
264
Venture Visionary Partners
Ohio
$29.3K +$29.3K +625 New
SIS
265
Sound Income Strategies
Florida
$26K – – –
UB
266
UMB Bank
Missouri
$25K -$429 -9 -2%
GWM
267
Geneos Wealth Management
Colorado
$25K – – –
AIP
268
Ahrens Investment Partners
Louisiana
$24K +$188 +4 +0.8%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$22K +$2.95K +64 +15%
BWA
270
BDO Wealth Advisors
Florida
$21K – – –
AF
271
Allworth Financial
California
$19K +$855 +18 +5%
CCM
272
Chilton Capital Management
Texas
$19K +$19K +400 New
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$14K +$4.31K +92 +44%
AWM
274
Avior Wealth Management
Nebraska
$14K +$14K +300 New
IRC
275
Investors Research Corp
Georgia
$14K +$14K +300 New
9 10
11
12 13