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EPR Properties
EPR

Overview Fund Activity

319 hedge funds and large institutions have $2.13B invested in EPR Properties in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 115 increasing their positions, 113 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-15
Holders Change %
-4.49%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
39
Increased
115
Reduced
113
Closed
49
Calls
$19.1M
Puts
$14.6M
Net Calls
+$4.48M
Net Calls Change
+$5M

Top Buyers

1
RIM
1
Rush Island Management
New York
$40.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$44.9M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$18.8M
4
DCM
4
Discovery Capital Management
Connecticut
$16.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$23.7M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$19M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$4.62M
3
BC
3
Brookfield Corp
Ontario, Canada
$32.5M
4
PCM
4
Peregrine Capital Management
Minnesota
$0
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
251
Harbour Investments
Wisconsin
$36K – – –
PA
252
PSI Advisors
Florida
$35K -$30.4K -849 -46%
SWM
253
Spire Wealth Management
Virginia
$34K -$15.6K -438 -31%
HNB
254
Huntington National Bank
Ohio
$32K -$706 -20 -2%
BBHC
255
Brown Brothers Harriman & Co
New York
$30K +$24.2K +677 +420%
SIS
256
Sound Income Strategies
Florida
$20K – – –
Lazard Asset Management
257
Lazard Asset Management
New York
$20K +$20K +584 New
UB
258
UMB Bank
Missouri
$19K – – –
SSG
259
Summit Securities Group
New York
$18K -$97K -2,699 -84%
DWA
260
Delos Wealth Advisors
Texas
$18K +$18K +500 New
TWA
261
TCI Wealth Advisors
Arizona
$17K +$15.9K +443 +1,477%
BWA
262
BDO Wealth Advisors
Florida
$16K – – –
RCM
263
Raleigh Capital Management
North Carolina
$16K +$8.44K +240 +112%
RTC
264
Riverview Trust Company
Washington
$15K +$15K +406 New
AF
265
Allworth Financial
California
$14K -$177 -5 -1%
WFA
266
Wipfli Financial Advisors
Wisconsin
$14K +$14K +377 New
TWC
267
TD Waterhouse Canada
Ontario, Canada
$13.2K -$13.4K -334 -50%
HIIFS
268
Harel Insurance Investments & Financial Services
Israel
$13K -$10.9K -320 -46%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$11K -$6.64K -180 -38%
IRC
270
Investors Research Corp
Georgia
$11K – – –
BTI
271
Blue Trust Inc
Georgia
$11K – – –
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
$10K +$132 +4 +1%
BWM
273
BerganKDV Wealth Management
Minnesota
$9K – – –
APC
274
Aspire Private Capital
North Carolina
$8K -$758 -20 -9%
SWA
275
SOA Wealth Advisors
New York
$8K – – –
9 10
11
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