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EPR Properties
EPR

Overview Fund Activity

348 hedge funds and large institutions have $4.37B invested in EPR Properties in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
7.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
48
Increased
125
Reduced
108
Closed
27
Calls
$22.5M
Puts
$24.2M
Net Calls
-$1.75M
Net Calls Change
+$2.72M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$90M
2
Principal Financial Group
Principal Financial Group
Iowa
$396M
3
Fidelity International
Fidelity International
Bermuda
$38.9M
4
BlackRock
BlackRock
New York
$553M
5
SI
Scout Investments
Missouri
$46.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$307M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$184M
3
GT
Glenmede Trust
Pennsylvania
$1.91M
4
Vanguard Group
Vanguard Group
Pennsylvania
$686M
5
WCM
Wedge Capital Management
North Carolina
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
276
BerganKDV Wealth Management
Minnesota
$49K – – –
KBC Group
277
KBC Group
Belgium
$42K – – –
STA
278
Summit Trail Advisors
New York
$42K +$42K +650 New
WA
279
WealthTrust-Arizona
Arizona
$39K – – –
RCAG
280
Rehmann Capital Advisory Group
Michigan
$33.6K -$9.07K -140 -21%
AF
281
Advisornet Financial
Minnesota
$33K +$257 +4 +0.8%
BFEC
282
Benjamin F. Edwards & Company
Missouri
$31K – – –
DSC
283
Duncker Streett & Co
Missouri
$28K – – –
FHA
284
Flagship Harbor Advisors
Massachusetts
$28K +$28K +437 New
PFBT
285
Parkside Financial Bank & Trust
Missouri
$27K -$388 -6 -1%
RFC
286
Regions Financial Corp
Alabama
$26K -$39.5K -605 -60%
HNB
287
Huntington National Bank
Ohio
$26K – – –
BCM
288
Brasada Capital Management
Texas
$26K +$26K +400 New
SIS
289
Sound Income Strategies
Florida
$25K – – –
VCM
290
Versant Capital Management
Arizona
$24K -$126 -2 -0.5%
CA
291
Crewe Advisors
Utah
$23K – – –
TWA
292
TCI Wealth Advisors
Arizona
$23K – – –
RFM
293
Royal Fund Management
Florida
$23K – – –
QCG
294
Quadrant Capital Group
Ohio
$22K +$961 +17 +5%
PG
295
Patten Group
Tennessee
$19K – – –
JA
296
JOYN Advisors
Georgia
$19K +$13.4K +204 +240%
BC
297
Barnett & Company
Tennessee
$19K +$19K +299 New
Fuller & Thaler Asset Management
298
Fuller & Thaler Asset Management
California
$16K – – –
CAC
299
Certified Advisory Corp
Florida
$15K – – –
CFA
300
Carroll Financial Associates
North Carolina
$15K +$15K +235 New
10 11
12
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