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EPR Properties

295 hedge funds and large institutions have $2.91B invested in EPR Properties in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 73 increasing their positions, 110 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more call options, than puts

Call options by funds: $110M | Put options by funds: $25.1M

36% more capital invested

Capital invested by funds: $2.14B → $2.91B (+$768M)

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

2% more funds holding

Funds holding: 290295 (+5)

4.62% less ownership

Funds ownership: 88.45%83.84% (-4.6%)

34% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 110

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
295
Holders Change
+5
Holders Change %
+1.72%
% of All Funds
5.18%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
48
Increased
73
Reduced
110
Closed
41
Calls
$110M
Puts
$25.1M
Net Calls
+$85.2M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
276
Janiczek Wealth Management
Colorado
$2K
CFO
277
CVA Family Office
Colorado
$2K +$1.48K +35 New
COCM
278
Charter Oak Capital Management
New Hampshire
$2K +$1.6K +38 New
EW
279
Evoke Wealth
California
$2K +$2.19K +52 New
FF
280
FourThought Financial
Florida
$1K -$2.07K -49 -88%
AWM
281
Avior Wealth Management
Nebraska
$1K
BC
282
Bartlett & Co
Ohio
$1K
CAGAS
283
Capital Advisory Group Advisory Services
Minnesota
$1K
EARNEST Partners
284
EARNEST Partners
Georgia
$1K
TWA
285
TCI Wealth Advisors
Arizona
$1K
TFGT
286
TS Financial Group (TSFG)
Illinois
$1K
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$1K +$126 +3 +20%
CI
288
CX Institutional
Indiana
$1K +$548 +13 New
HI
289
Hoey Investments
Pennsylvania
$1K +$928 +22 New
BCWM
290
Bartlett & Co Wealth Management
Ohio
$652
ED
291
Exane Derivatives
France
$373
MP
292
MSD Partners
New York
-$12.6M -386,778 Closed
Voloridge Investment Management
293
Voloridge Investment Management
Florida
-$10.1M -311,636 Closed
SCM
294
Stonehill Capital Management
New York
-$5.39M -165,813 Closed
Renaissance Technologies
295
Renaissance Technologies
New York
-$3.84M -118,100 Closed
DA
296
Duality Advisers
Florida
-$3.58M -110,062 Closed
PS
297
Presima Securities
Quebec, Canada
-$2.65M -81,500 Closed
Group One Trading
298
Group One Trading
Illinois
-$2.26M -53,705 Closed
VEA
299
Virtus ETF Advisers
New York
-$1.63M -50,084 Closed
UOC
300
UBS O'Connor
Illinois
-$1.63M -50,000 Closed

EPR Hedge Fund Activity: Q1 2021 in Review

295 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2021, worth a combined $2.91B — up 36% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new EPR positions and 41 closed out — a net gain of 7 holders — while 73 added to existing stakes and 110 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $40.4M. The largest seller was Redwood Capital Management, cutting an estimated $132M.

  • 295 institutional investors held EPR Properties (EPR) as of Q1 2021, up from 290 in Q4 2020.
  • Funds reported $2.91B of EPR Properties stock for Q1 2021, up 36% quarter-over-quarter.
  • 48 funds opened new EPR Properties positions in Q1 2021 and 41 closed out, a net change of +7 holders.
  • The largest EPR Properties buyer in Q1 2021 was Deutsche Bank, an estimated $40.4M added.
  • The largest EPR Properties seller in Q1 2021 was Redwood Capital Management, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2021.