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EPR Properties
EPR

Overview Fund Activity

325 hedge funds and large institutions have $2.45B invested in EPR Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
115
Reduced
119
Closed
42
Calls
$14.9M
Puts
$36.7M
Net Calls
-$21.8M
Net Calls Change
-$23.3M

Top Buyers

1
RIM
Rush Island Management
New York
$42.6M
2
Prudential Financial
Prudential Financial
New Jersey
$39.5M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.9M
4
Group One Trading
Group One Trading
Illinois
$8.92M
5
Renaissance Technologies
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
BlackRock
BlackRock
New York
$422M
3
HRES
Heitman Real Estate Securities
Illinois
$0
4
WCP
Waterfront Capital Partners
New York
$34.9M
5
Cohen & Steers
Cohen & Steers
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
251
Steward Partners Investment Advisory
New York
$63.5K +$125 +3 +0.2%
TRCT
252
Tower Research Capital (TRC)
New York
$62.6K -$170K -4,082 -73%
SWM
253
Spire Wealth Management
Virginia
$58K -$37.3K -897 -39%
HFM
254
Harvest Fund Management
China
$57K – – –
RCM
255
Raleigh Capital Management
North Carolina
$51.6K +$831 +20 +2%
HNB
256
Huntington National Bank
Ohio
$45.3K +$2.58K +62 +6%
EWA
257
EverSource Wealth Advisors
Alabama
$45.1K -$1.08K -26 -2%
NS
258
NBC Securities
Alabama
$44K +$44K +1,083 New
KBC Group
259
KBC Group
Belgium
$43K +$43K +1,043 New
LC
260
Lindbrook Capital
California
$39.8K -$1.79K -43 -4%
AAM
261
Advisors Asset Management
Colorado
$38.1K +$38.1K +918 New
LFA
262
LGT Financial Advisors
Texas
$37.8K +$37.8K +910 New
IAIM
263
International Assets Investment Management
Florida
$35.9K – – –
SOW
264
State of Wyoming
Wyoming
$35K +$7.6K +183 +28%
IA
265
IFP Advisors
Florida
$31.7K +$415 +10 +1%
Lazard Asset Management
266
Lazard Asset Management
New York
$31K – – –
HI
267
Harbour Investments
Wisconsin
$30.2K -$208 -5 -0.7%
Loomis, Sayles & Company
268
Loomis, Sayles & Company
Massachusetts
$30K -$58.4K -1,406 -66%
National Bank of Canada
269
National Bank of Canada
Quebec, Canada
$28.5K -$46.7K -1,137 -62%
AF
270
Allworth Financial
California
$28.1K -$332 -8 -1%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$26.5K +$2.83K +68 +12%
KHC
272
Koesten Hirschmann & Crabtree
Kansas
$25.1K – – –
BTI
273
Blue Trust Inc
Georgia
$22K +$8.56K +179 +64%
VWM
274
Venturi Wealth Management
Texas
$21.4K +$21.4K +516 New
CG
275
Cutler Group
California
$19K -$17.7K -434 -48%
9 10
11
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