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EPR Properties
EPR

Overview Fund Activity

321 hedge funds and large institutions have $2.79B invested in EPR Properties in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 94 reducing their positions, and 40 closing their positions.

Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
4.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
106
Reduced
94
Closed
40
Calls
$54.5M
Puts
$14.8M
Net Calls
+$39.6M
Net Calls Change
-$16M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$59.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$65.1M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$49.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$527M
5
TCA
5
Taconic Capital Advisors
New York
$16.6M

Top Sellers

1
NTCM
1
Nut Tree Capital Management
New York
$0
2
VLKIM
2
Van Lanschot Kempen Investment Management
Netherlands
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.6M
4
Invesco
4
Invesco
Georgia
$303M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
276
Prestige Wealth Management Group
New Jersey
$8K – – –
PFBT
277
Parkside Financial Bank & Trust
Missouri
$7K – – –
Fidelity Investments
278
Fidelity Investments
Massachusetts
$6K -$2.54K -52 -30%
KTC
279
Kistler-Tiffany Companies
Pennsylvania
$6K – – –
BIA
280
Bell Investment Advisors
California
$5K -$841 -19 -14%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$5K -$536 -9 -10%
MFT
282
Moisand Fitzgerald Tamayo
Florida
$5K – – –
LWP
283
Laurel Wealth Planning
Minnesota
$5K – – –
SAM
284
Strategic Asset Management
Minnesota
$5K – – –
WT
285
Whittier Trust
California
$5K – – –
VNA
286
Valley National Advisers
Pennsylvania
$5K – – –
OCM
287
Orion Capital Management
California
$5K – – –
Manulife (Manufacturers Life Insurance)
288
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.02K -$80 -1,678 -2%
CG
289
Cutler Group
California
$4K -$52K -1,300 -93%
EI
290
Ellevest Inc
New York
$4K -$2.13K -42 -35%
FPS
291
Fieldpoint Private Securities
Connecticut
$4K – – –
CWA
292
Core Wealth Advisors
Florida
$4K – – –
TCM
293
TD Capital Management
Tennessee
$4K +$43 +1 +1%
TWM
294
Tradition Wealth Management
Minnesota
$4K +$51 +1 +1%
ST
295
Sageworth Trust
Pennsylvania
$3K -$10.1K -243 -77%
GWS
296
Glassman Wealth Services
Virginia
$3K – – –
WBC
297
West Branch Capital
Massachusetts
$3K – – –
RDFA
298
Ritter Daniher Financial Advisory
Ohio
$3K – – –
CSWM
299
Cassady Schiller Wealth Management
Ohio
$3K +$3K +53 New
IAG
300
Investmark Advisory Group
Connecticut
$3K +$3K +69 New
10 11
12
13 14