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EPR Properties
EPR

Overview Fund Activity

351 hedge funds and large institutions have $2.76B invested in EPR Properties in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
116
Reduced
115
Closed
27
Calls
$12.2M
Puts
$15.8M
Net Calls
-$3.65M
Net Calls Change
+$18.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$12.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.7M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
WCP
3
Waterfront Capital Partners
New York
$0
4
Millennium Management
4
Millennium Management
New York
$9.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
Schnieders Capital Management
California
$226K -$19.4K -400 -8%
AAS
252
Avantax Advisory Services
Texas
$225K +$225K +4,651 New
BHCM
253
Brevan Howard Capital Management
Jersey
$225K +$225K +4,644 New
IPW
254
Impact Partnership Wealth
Georgia
$225K +$58.7K +1,211 +35%
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$222K +$222K +4,581 New
CFG
256
Cooper Financial Group
California
$219K +$219K +4,515 New
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$218K +$218K +4,490 New
FTDI
258
First Trust Direct Indexing
Massachusetts
$212K +$212K +4,385 New
EP
259
Edgestream Partners
New Jersey
$207K +$207K +4,282 New
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$205K +$205K +4,240 New
URS
261
Utah Retirement Systems
Utah
$200K +$200K +4,138 New
OTL
262
Oak Thistle LLC
New York
$200K -$381K -7,867 -66%
S
263
SignatureFD
Georgia
$191K +$18.8K +388 +11%
GRP
264
Global Retirement Partners
California
$155K +$42.5K +901 +38%
ECM
265
EMC Capital Management
Texas
$147K – – –
HWA
266
Heritage Wealth Advisors
Virginia
$145K – – –
QCG
267
Quadrant Capital Group
Ohio
$123K -$7.37K -152 -6%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$116K +$84.8K +1,751 +274%
Allspring Global Investments
269
Allspring Global Investments
North Carolina
$113K -$419K -8,651 -79%
MLICM
270
Metropolitan Life Insurance Company (MetLife)
New York
$112K -$339 -7 -0.3%
PA
271
Parallel Advisors
California
$111K -$16K -331 -13%
Simplex Trading
272
Simplex Trading
Illinois
$95K +$95K +1,966 New
SPIA
273
Steward Partners Investment Advisory
New York
$76.6K +$2.47K +51 +3%
HNB
274
Huntington National Bank
Ohio
$68.9K +$16.1K +332 +30%
HFM
275
Harvest Fund Management
China
$67K – – –
9 10
11
12 13