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EPR Properties
EPR

Overview Fund Activity

329 hedge funds and large institutions have $3.74B invested in EPR Properties in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-24
Holders Change %
-6.8%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
136
Reduced
110
Closed
64
Calls
$10.9M
Puts
$15.4M
Net Calls
-$4.47M
Net Calls Change
+$2.05M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$78.3M
2
PI
PGGM Investments
Netherlands
+$68M
3
Cohen & Steers
Cohen & Steers
New York
+$31.4M
4
WCM
Wedge Capital Management
North Carolina
+$27.4M
5
WMSA
Weiss Multi-Strategy Advisers
New York
+$21.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$46.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$32.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$24M
4
SFM
Systematic Financial Management
New Jersey
-$20.7M
5
UIC
Uniplan Investment Counsel
Wisconsin
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$23.3K +$20K +361 +602%
HNB
277
Huntington National Bank
Ohio
$22K -$107K -1,972 -83%
VCM
278
Versant Capital Management
Arizona
$21K -$17.1K -311 -45%
SIS
279
Sound Income Strategies
Florida
$21K +$3.2K +58 +18%
CA
280
Crewe Advisors
Utah
$19K -$57.3K -1,056 -75%
RFM
281
Royal Fund Management
Florida
$19K -$8.79K -166 -32%
TWA
282
TCI Wealth Advisors
Arizona
$19K +$6.46K +119 +52%
PG
283
Patten Group
Tennessee
$17K – – –
QCG
284
Quadrant Capital Group
Ohio
$17K +$7.04K +154 +71%
Fuller & Thaler Asset Management
285
Fuller & Thaler Asset Management
California
$13K – – –
CAC
286
Certified Advisory Corp
Florida
$12K -$1.49K -29 -11%
VIA
287
Vantage Investment Advisors
Pennsylvania
$12K – – –
AP
288
Arlington Partners
Alabama
$12K – – –
GWA
289
Guidant Wealth Advisors
Illinois
$11K – – –
APP
290
Avantax Planning Partners
Iowa
$11K +$11K +200 New
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$10K -$3.18K -57 -24%
FPFS
292
First Personal Financial Services
North Carolina
$10K -$18K – –
PA
293
Parallel Advisors
California
$10K +$4.34K +75 +77%
WAM
294
Wealthspire Advisors (Maryland)
Maryland
$9K +$4.96K +87 +123%
AIM
295
Anchor Investment Management
South Carolina
$8.59K – – –
AWA
296
Acorn Wealth Advisors
Michigan
$8K – – –
CFD
297
Creative Financial Designs
Indiana
$8K – – –
AW
298
Alpha Windward
Massachusetts
$8K – – –
KTC
299
Kistler-Tiffany Companies
Pennsylvania
$8K – – –
NSIM
300
North Star Investment Management
Illinois
$8K +$5.33K +100 +200%
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