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EPR Properties
EPR

Overview Fund Activity

403 hedge funds and large institutions have $5.04B invested in EPR Properties in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 150 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
150
Reduced
126
Closed
50
Calls
$11.5M
Puts
$14.7M
Net Calls
-$3.2M
Net Calls Change
-$1.68M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$30.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$916M
4
CC
4
Carlson Capital
Texas
$11.9M
5
SAM
5
Securian Asset Management
Minnesota
$10.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$12.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$41.4M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$32.3M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$52.8M
5
PPA
5
Parametric Portfolio Associates
Washington
$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
276
Schonfeld Strategic Advisors
New York
$269K +$36.5K +475 +16%
IA
277
IFP Advisors
Florida
$269K +$269K +3,536 New
CA
278
Cetera Advisors
Colorado
$268K -$15.1K -198 -5%
SS
279
Simplicity Solutions
Minnesota
$265K +$32.2K +419 +14%
HIMC
280
Heritage Investors Management Corp
Maryland
$259K – – –
ANRIA
281
American National Registered Investment Advisor
Texas
$248K – – –
MAFM
282
Mid Atlantic Financial Management
Pennsylvania
$242K -$6.62K -86 -3%
FCI
283
Financial Counselors Inc
Kansas
$239K +$1.08K +14 +0.5%
SWA
284
SFMG Wealth Advisors
Texas
$234K – – –
IAA
285
Independent Advisor Alliance
North Carolina
$231K -$27.8K -361 -11%
CANY
286
Caxton Associates (New York)
New York
$230K -$807K -10,492 -78%
SMDAM
287
Sumitomo Mitsui DS Asset Management
Japan
$227K – – –
CIA
288
Capital Investment Advisors
Georgia
$227K – – –
DADC
289
D.A. Davidson & Co
Montana
$226K – – –
CF
290
Centaurus Financial
California
$221K +$12.3K +160 +6%
HighTower Advisors
291
HighTower Advisors
Illinois
$219K +$1.86K +24 +0.9%
WEC
292
Winslow Evans & Crocker
Massachusetts
$218K – – –
B
293
Barings
North Carolina
$215K -$53.8K -700 -20%
SBIA
294
Sheaff Brock Investment Advisors
Indiana
$213K +$213K +2,776 New
CG
295
Colony Group
Massachusetts
$211K – – –
CIBC Asset Management
296
CIBC Asset Management
Ontario, Canada
$209K – – –
SPC
297
Sigma Planning Corp
Michigan
$206K +$206K +2,683 New
BRWA
298
B. Riley Wealth Advisors
Florida
$203K -$65.7K -854 -24%
N
299
Natixis
France
$201K +$201K +2,613 New
WS
300
Wedbush Securities
California
$200K +$200K +2,605 New
10 11
12
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