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EPR Properties
EPR

Overview Fund Activity

353 hedge funds and large institutions have $2.23B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+5
Holders Change %
+1.44%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
47
Increased
128
Reduced
129
Closed
38
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.74M
Net Calls Change
+$11.1M

Top Buyers

1
SA
1
Sycale Advisors
New York
$31.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$20.2M
3
ACM
3
Advisors Capital Management
New Jersey
$19.8M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$43.3M
5
BlackRock
5
BlackRock
New York
$441M

Top Sellers

1
Invesco
1
Invesco
Georgia
$43.6M
2
PI
2
PGGM Investments
Netherlands
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.4M
4
UBS AM
4
UBS AM
Illinois
$4.75M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
P
251
Pitcairn
Pennsylvania
$224K -$9.15K -218 -4%
CL
252
Choreo LLC
Illinois
$217K +$217K +5,233 New
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$216K +$127K +3,018 +142%
XT
254
XTX Topco
Cayman Islands
$216K +$216K +5,135 New
CBOR
255
Community Bank of Raymore
Missouri
$215K – – –
US Bancorp
256
US Bancorp
Minnesota
$209K -$36.9K -880 -15%
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$206K +$206K +4,899 New
D.E. Shaw & Co
258
D.E. Shaw & Co
New York
$202K -$9.45K -225 -4%
FTDI
259
First Trust Direct Indexing
Massachusetts
$201K +$201K +4,797 New
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$201K +$11.5K +276 +6%
RSWM
261
Robertson Stephens Wealth Management
California
$201K +$2.11K +50 +1%
SWP
262
Stratos Wealth Partners
Ohio
$201K +$201K +4,779 New
AWS
263
Atria Wealth Solutions
New York
$201K +$201K +4,779 New
VEA
264
Virtus ETF Advisers
New York
$183K +$26.7K +635 +17%
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$177K -$13K -309 -7%
Allspring Global Investments
266
Allspring Global Investments
North Carolina
$169K +$630 +15 +0.4%
PA
267
Parallel Advisors
California
$165K +$65.3K +1,556 +66%
RDIA
268
RE Dickinson Investment Advisors
Iowa
$143K +$142K +3,375 +19,853%
QCG
269
Quadrant Capital Group
Ohio
$139K +$32.1K +764 +30%
Mirae Asset Global Investments
270
Mirae Asset Global Investments
South Korea
$138K -$9.6M -230,152 -99%
Fidelity International
271
Fidelity International
Bermuda
$138K +$138K +3,291 New
GRP
272
Global Retirement Partners
California
$138K +$42 +1 +0%
HWA
273
Heritage Wealth Advisors
Virginia
$126K – – –
HT
274
Headlands Technologies
Illinois
$118K +$118K +2,809 New
HI
275
Harbour Investments
Wisconsin
$96.6K -$4.7K -112 -5%
9 10
11
12 13