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EPR Properties

346 hedge funds and large institutions have $4.54B invested in EPR Properties in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 133 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

28% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 104

17% more funds holding

Funds holding: 296346 (+50)

7% more capital invested

Capital invested by funds: $4.23B → $4.54B (+$311M)

6% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $8.08M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.84% less ownership

Funds ownership: 89.61%85.77% (-3.8%)

Holders
346
Holders Change
+50
Holders Change %
+16.89%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
72
Increased
133
Reduced
104
Closed
19
Calls
$8.59M
Puts
$8.08M
Net Calls
+$511K
Net Calls Change
-$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
276
Global Retirement Partners
California
$120K +$122K +1,674 New
PCM
277
Penserra Capital Management
California
$115K +$9.4K +129 +9%
AssetMark Inc
278
AssetMark Inc
California
$112K +$107K +1,470 +1,633%
WAM
279
Wolverine Asset Management
Illinois
$109K +$111K +1,523 New
KBC Group
280
KBC Group
Belgium
$102K -$1.93M -26,451 -95%
CAL
281
Capital Analysts LLC
Pennsylvania
$92.5K +$4.59K +63 +5%
ASN
282
Advisory Services Network
Georgia
$65K +$46.6K +639 +243%
RIM
283
Ranger International Management
Illinois
$57K
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
$54K +$17.8K +244 +47%
JGIA
285
Jackson Grant Investment Advisers
Connecticut
$46K +$46.2K +634 New
CPIG
286
Chicago Partners Investment Group
Illinois
$45K +$46.3K +635 New
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$37K +$34.1K +468 +1,017%
RFM
288
Royal Fund Management
Florida
$37K +$38.3K +525 New
CTC
289
Central Trust Company
Missouri
$35K +$16.8K +230 +88%
CFD
290
Creative Financial Designs
Indiana
$34K -$28.9K -396 -46%
PCP
291
Proficio Capital Partners
Massachusetts
$33K -$3.5K -48 -9%
IPC
292
Independent Portfolio Consultants
Florida
$32K -$17.5K -240 -35%
PHK
293
Point72 Hong Kong
Hong Kong
$32K +$32.9K +452 New
DSC
294
Duncker Streett & Co
Missouri
$31K -$32.8K -450 -51%
NA
295
NewEdge Advisors
Louisiana
$30.3K +$31.3K +430 New
VCM
296
Versant Capital Management
Arizona
$29K -$2.19K -30 -7%
Canada Pension Plan Investment Board
297
Canada Pension Plan Investment Board
Ontario, Canada
$29K +$29.1K +400 New
HR
298
Howe & Rusling
New York
$29K +$29.7K +408 New
PFBT
299
Parkside Financial Bank & Trust
Missouri
$28K
NFG
300
Next Financial Group
Texas
$21K -$14.8K -203 -41%

EPR Hedge Fund Activity: Q2 2017 in Review

346 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2017, worth a combined $4.54B — up 7.4% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EPR positions and 19 closed out — a net gain of 53 holders — while 133 added to existing stakes and 104 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $201M. The largest seller was Invesco, cutting an estimated $96M.

  • 346 institutional investors held EPR Properties (EPR) as of Q2 2017, up from 296 in Q1 2017.
  • Funds reported $4.54B of EPR Properties stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 72 funds opened new EPR Properties positions in Q2 2017 and 19 closed out, a net change of +53 holders.
  • The largest EPR Properties buyer in Q2 2017 was Daiwa Securities Group, an estimated $201M added.
  • The largest EPR Properties seller in Q2 2017 was Invesco, an estimated $96M sold.

Based on aggregated 13F filings for Q2 2017.