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EPR Properties
EPR

Overview Fund Activity

352 hedge funds and large institutions have $2.59B invested in EPR Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
124
Reduced
140
Closed
44
Calls
$15.3M
Puts
$20.2M
Net Calls
-$4.87M
Net Calls Change
-$1.14M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$36.4M
2
UBS AM
UBS AM
Illinois
+$16.9M
3
PCM
Penn Capital Management
Pennsylvania
+$14M
4
CIM
Centersquare Investment Management
Pennsylvania
+$13.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$11.4M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$16.5M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$11.5M
3
Millennium Management
Millennium Management
New York
-$11M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$8.93M
5
Morgan Stanley
Morgan Stanley
New York
-$8.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
251
IEQ Capital
California
$203K +$203K +4,145 New
URS
252
Utah Retirement Systems
Utah
$203K +$203K +4,138 New
MCI
253
MRP Capital Investments
Georgia
$198K -$274K -5,585 -58%
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$197K -$9.56K -195 -5%
SS
255
Sunbelt Securities
Texas
$196K +$196K +4,000 New
VEA
256
Virtus ETF Advisers
New York
$195K -$18.3K -373 -9%
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$195K +$33.8K +697 +21%
GRP
258
Global Retirement Partners
California
$191K +$29.5K +602 +18%
QCG
259
Quadrant Capital Group
Ohio
$153K -$9.71K -198 -6%
HWA
260
Heritage Wealth Advisors
Virginia
$147K – – –
TRCT
261
Tower Research Capital (TRC)
New York
$147K -$138K -2,812 -48%
Simplex Trading
262
Simplex Trading
Illinois
$127K -$518K -10,637 -80%
Truist Financial
263
Truist Financial
North Carolina
$121K -$1.25M -25,422 -91%
S
264
SignatureFD
Georgia
$116K +$16.1K +328 +16%
RDIA
265
RE Dickinson Investment Advisors
Iowa
$99.9K -$66.5K -1,355 -40%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$97.9K -$5.35K -109 -5%
KBC Group
267
KBC Group
Belgium
$97K -$342 -7 -0.4%
SWM
268
Spire Wealth Management
Virginia
$96.1K +$36K +735 +60%
HI
269
Harbour Investments
Wisconsin
$92.4K -$20.5K -418 -18%
C
270
Covestor
United Kingdom
$90K -$5.27K -107 -6%
IA
271
IFP Advisors
Florida
$88.3K -$10.8K -220 -11%
Fidelity International
272
Fidelity International
Bermuda
$87.7K -$73.7K -1,503 -46%
SPIA
273
Steward Partners Investment Advisory
New York
$78.9K +$441 +9 +0.6%
HCA
274
Harbor Capital Advisors
Illinois
$78K +$78K +1,583 New
VCM
275
Versant Capital Management
Arizona
$72.9K +$1.18K +24 +2%
9 10
11
12 13