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EPR Properties
EPR

Overview Fund Activity

361 hedge funds and large institutions have $2.38B invested in EPR Properties in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
146
Reduced
97
Closed
45
Calls
$15M
Puts
$16.9M
Net Calls
-$1.92M
Net Calls Change
+$2.95M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.6M
2
Millennium Management
Millennium Management
New York
$25.6M
3
American Century Companies
American Century Companies
Missouri
$48.1M
4
Northern Trust
Northern Trust
Illinois
$37.4M
5
LSV Asset Management
LSV Asset Management
Illinois
$50M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Invesco
Invesco
Georgia
$27.2M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
251
Atria Wealth Solutions
New York
$221K -$531 -12 -0.2%
CL
252
Choreo LLC
Illinois
$219K -$22.6K -512 -9%
SS
253
Sound Stewardship
Kansas
$216K +$216K +4,869 New
RSWM
254
Robertson Stephens Wealth Management
California
$209K – – –
SWP
255
Stratos Wealth Partners
Ohio
$207K – – –
P
256
Pitcairn
Pennsylvania
$205K -$2.44K -55 -1%
CBOR
257
Community Bank of Raymore
Missouri
$202K – – –
EWA
258
EP Wealth Advisors
California
$201K +$201K +4,545 New
CIC
259
Cornercap Investment Counsel
Georgia
$200K – – –
MCI
260
MRP Capital Investments
Georgia
$197K +$17.8K +401 +10%
GRP
261
Global Retirement Partners
California
$182K +$10.1K +228 +6%
KBC Group
262
KBC Group
Belgium
$166K +$78.2K +1,767 +89%
BTI
263
Blue Trust Inc
Georgia
$161K +$130K +2,931 +413%
VEA
264
Virtus ETF Advisers
New York
$161K -$15.6K -352 -9%
QCG
265
Quadrant Capital Group
Ohio
$145K +$6.29K +142 +5%
HWA
266
Heritage Wealth Advisors
Virginia
$133K – – –
Public Employees Retirement Association of Colorado
267
Public Employees Retirement Association of Colorado
Colorado
$126K -$188K -4,236 -60%
Fidelity International
268
Fidelity International
Bermuda
$110K +$30.8K +696 +39%
S
269
SignatureFD
Georgia
$105K +$708 +16 +0.7%
VI
270
Vestcor Inc
New Brunswick, Canada
$98K +$98K +2,209 New
VWM
271
Venturi Wealth Management
Texas
$93.7K +$28.5K +643 +44%
SWM
272
Spire Wealth Management
Virginia
$92.8K +$6.11K +138 +7%
Mirae Asset Global Investments
273
Mirae Asset Global Investments
South Korea
$92.8K -$83.5K -1,901 -47%
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$91.6K +$3.23K +73 +4%
C
275
Covestor
United Kingdom
$89K +$7.41K +166 +9%
9 10
11
12 13