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EPR Properties
EPR

Overview Fund Activity

314 hedge funds and large institutions have $2.13B invested in EPR Properties in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 115 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
-21
Holders Change %
-6.27%
% of All Funds
6.45%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
41
Increased
106
Reduced
115
Closed
58
Calls
$29.8M
Puts
$28.7M
Net Calls
+$1.16M
Net Calls Change
+$15M

Top Buyers

1
RCM
Redwood Capital Management
New York
$139M
2
Invesco
Invesco
Georgia
$126M
3
LBIM
Land & Buildings Investment Management
Connecticut
$21.3M
4
State Street
State Street
Massachusetts
$121M
5
KSCM
King Street Capital Management
New York
$17.4M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$9.94M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$8K
3
Bank of America
Bank of America
North Carolina
$51.2M
4
Millennium Management
Millennium Management
New York
$896K
5
Vanguard Group
Vanguard Group
Pennsylvania
$371M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
276
Parkside Financial Bank & Trust
Missouri
$5K +$1.35K +40 +37%
FDCDDQ
277
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.51K -$208K -6,287 -98%
TAIM
278
TD Ameritrade Investment Management
Nebraska
$4K -$5.8K -161 -59%
TPWA
279
TRUE Private Wealth Advisors
Oregon
$4K – – –
WT
280
Whittier Trust
California
$4K – – –
PCM
281
Peregrine Capital Management
Minnesota
$4K – – –
MFT
282
Moisand Fitzgerald Tamayo
Florida
$4K – – –
WCG
283
Weaver Consulting Group
California
$4K +$2.1K +64 +110%
DOA
284
D'Orazio & Associates
Virginia
$4K +$3.57K +100 +833%
TPCW
285
TD Private Client Wealth
New York
$3.45K +$1.76K +53 +104%
VI
286
Vestcor Inc
New Brunswick, Canada
$3K -$1.03M -31,780 -100%
SIM
287
Sonora Investment Management
Arizona
$3K – – –
SF
288
Synovus Financial
Georgia
$3K – – –
GI
289
Gradient Investments
Minnesota
$3K – – –
CAC
290
Certified Advisory Corp
Florida
$3K – – –
Bank Julius Baer & Co
291
Bank Julius Baer & Co
Switzerland
$3K +$3K +81 New
MWA
292
MFA Wealth Advisors
Pennsylvania
$2.75K +$2.75K +83 New
AF
293
Allworth Financial
California
$2K -$4.49K -155 -69%
GWS
294
Glassman Wealth Services
Virginia
$2K -$767 -23 -28%
CWA
295
Core Wealth Advisors
Florida
$2K – – –
LWM
296
Liberty Wealth Management
California
$2K +$2K +46 New
BL
297
Balentine LLC
Georgia
$2K +$2K +51 New
CB
298
Community Bank
New York
$2K +$2K +70 New
Bessemer Group
299
Bessemer Group
New Jersey
$2K +$2K +70 New
KFS
300
Kelly Financial Services
Massachusetts
$1.09K – – –
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