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EPR Properties
EPR

Overview Fund Activity

335 hedge funds and large institutions have $1.53B invested in EPR Properties in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-90
Holders Change %
-21.18%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
127
Reduced
106
Closed
131
Calls
$8.01M
Puts
$21.8M
Net Calls
-$13.8M
Net Calls Change
+$8.66M

Top Buyers

1
NTCM
Nut Tree Capital Management
New York
$46M
2
Bank of America
Bank of America
North Carolina
$50.6M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$69.3M
4
BlackRock
BlackRock
New York
$260M
5
Millennium Management
Millennium Management
New York
$12.7M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$65.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.58M
3
Invesco
Invesco
Georgia
$42.3M
4
Fidelity International
Fidelity International
Bermuda
$0
5
SI
Scout Investments
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
276
Flagship Harbor Advisors
Massachusetts
$5K – – –
AF
277
Allworth Financial
California
$5K +$2.34K +105 +88%
SFPG
278
Stonebridge Financial Planning Group
Florida
$5K +$5K +200 New
WT
279
Washington Trust
Rhode Island
$5K +$5K +200 New
PCG
280
Private Capital Group
Connecticut
$4K -$2.18K -80 -35%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
MSFP
282
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
WTC
283
WhitTier Trust Company
Nevada
$4K – – –
PWMG
284
Prestige Wealth Management Group
New Jersey
$4K – – –
CFB
285
Cullen/Frost Bankers
Texas
$4K +$4K +150 New
RIA
286
RPG Investment Advisory
California
$4K +$4K +150 New
HWA
287
HHM Wealth Advisors
Tennessee
$4K +$4K +163 New
MWM
288
MBE Wealth Management
Wisconsin
$4K +$4K +200 New
AWA
289
Arkadios Wealth Advisors
Georgia
$4K -$363 -15 -8%
AIM
290
Anchor Investment Management
South Carolina
$3.75K – – –
SFS
291
Sowell Financial Services
Arkansas
$3K -$7.74K -369 -72%
TPWA
292
TRUE Private Wealth Advisors
Oregon
$3K – – –
LWANC
293
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
WT
294
Whittier Trust
California
$3K – – –
MFT
295
Moisand Fitzgerald Tamayo
Florida
$3K – – –
JCM
296
Jacobi Capital Management
Pennsylvania
$3K +$54 +2 +2%
PFBT
297
Parkside Financial Bank & Trust
Missouri
$3K +$1.28K +46 +74%
EFSCE
298
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3K +120 New
PCM
299
Peregrine Capital Management
Minnesota
$3K +$3K +130 New
TRCT
300
Tower Research Capital (TRC)
New York
$2K -$135K -4,174 -99%
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