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EPR Properties
EPR

Overview Fund Activity

338 hedge funds and large institutions have $2.73B invested in EPR Properties in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
47
Increased
106
Reduced
124
Closed
31
Calls
$16.7M
Puts
$15.1M
Net Calls
+$1.53M
Net Calls Change
+$78.3M

Top Buyers

1
WCP
Waterfront Capital Partners
New York
$56.9M
2
Cohen & Steers
Cohen & Steers
New York
$28.9M
3
SSA
Schonfeld Strategic Advisors
New York
$15.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$15.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$26.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$22.3M
2
BlackRock
BlackRock
New York
$497M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3M
4
HRES
Heitman Real Estate Securities
Illinois
$15.7M
5
Goldman Sachs
Goldman Sachs
New York
$7.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
251
Parallel Advisors
California
$140K +$39.7K +848 +40%
QCG
252
Quadrant Capital Group
Ohio
$129K -$187 -4 -0.1%
S
253
SignatureFD
Georgia
$120K +$15.2K +324 +15%
GRP
254
Global Retirement Partners
California
$113K +$1.83K +39 +2%
MLICM
255
Metropolitan Life Insurance Company (MetLife)
New York
$108K -$655 -14 -0.6%
SWM
256
Spire Wealth Management
Virginia
$107K +$42.1K +900 +65%
Loomis, Sayles & Company
257
Loomis, Sayles & Company
Massachusetts
$100K +$20.7K +441 +26%
National Bank of Canada
258
National Bank of Canada
Quebec, Canada
$85.7K +$79.5K +1,700 +1,288%
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$74K +$6.16K +131 +9%
SPIA
260
Steward Partners Investment Advisory
New York
$71.4K -$26.4K -563 -27%
Parallax Volatility Advisers
261
Parallax Volatility Advisers
California
$70.6K +$70.6K +1,509 New
ACA
262
Atlas Capital Advisors
Wyoming
$64.3K +$64.3K +1,373 New
HFM
263
Harvest Fund Management
China
$64K – – –
RCM
264
Raleigh Capital Management
North Carolina
$57.1K +$6.97K +149 +14%
EWA
265
EverSource Wealth Advisors
Alabama
$52K +$8.71K +186 +20%
HNB
266
Huntington National Bank
Ohio
$48.1K -$8.24K -176 -15%
LC
267
Lindbrook Capital
California
$46.9K +$4.4K +94 +10%
CG
268
Cutler Group
California
$42K +$39.9K +854 +1,857%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$41.7K +$37.1K +793 +801%
IAIM
270
International Assets Investment Management
Florida
$39K – – –
IA
271
IFP Advisors
Florida
$35.3K -$5.2K -111 -13%
Lazard Asset Management
272
Lazard Asset Management
New York
$35K – – –
HI
273
Harbour Investments
Wisconsin
$34.2K +$3.27K +70 +11%
AF
274
Allworth Financial
California
$32.1K +$4.49K +96 +16%
SOW
275
State of Wyoming
Wyoming
$30.8K +$30.8K +659 New
9 10
11
12 13