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EPR Properties
EPR

Overview Fund Activity

325 hedge funds and large institutions have $2.25B invested in EPR Properties in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 133 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
133
Reduced
101
Closed
37
Calls
$17.5M
Puts
$94.3M
Net Calls
-$76.8M
Net Calls Change
-$45.2M

Top Buyers

1
BlackRock
BlackRock
New York
$430M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$13.5M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$8.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$440M
5
ECM
ExodusPoint Capital Management
New York
$5.07M

Top Sellers

1
DCM
Discovery Capital Management
Connecticut
$0
2
Barclays
Barclays
United Kingdom
$780K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.15M
4
Goldman Sachs
Goldman Sachs
New York
$19.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$80K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
276
AlphaMark Advisors
Kentucky
$8K – – –
PWMG
277
Prestige Wealth Management Group
New Jersey
$6.75K – – –
AWM
278
Avior Wealth Management
Nebraska
$6.32K +$6.32K +166 New
BIA
279
Bell Investment Advisors
California
$5.94K +$495 +13 +9%
PFBT
280
Parkside Financial Bank & Trust
Missouri
$5.26K – – –
KTC
281
Kistler-Tiffany Companies
Pennsylvania
$5.18K – – –
MFT
282
Moisand Fitzgerald Tamayo
Florida
$5.14K – – –
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$5.03K -$294K -7,706 -98%
CWA
284
Core Wealth Advisors
Florida
$4.57K – – –
GI
285
Gradient Investments
Minnesota
$4.31K +$724 +19 +20%
BF
286
BOK Financial
Oklahoma
$4.23K +$4.23K +111 New
WT
287
Whittier Trust
California
$4.23K – – –
Commonwealth Equity Services
288
Commonwealth Equity Services
Massachusetts
$4.11K +$250 +6,568 +6%
TCM
289
TD Capital Management
Tennessee
$3.84K +$38 +1 +1%
GIA
290
GHP Investment Advisors
Colorado
$3.81K – – –
OCM
291
Orion Capital Management
California
$3.81K – – –
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$3.77K -$10.6K -278 -74%
TWM
293
Tradition Wealth Management
Minnesota
$3K +$35 +1 +1%
Cohen & Steers
294
Cohen & Steers
New York
$3K +$3K +74 New
WBC
295
West Branch Capital
Massachusetts
$2.59K – – –
GWS
296
Glassman Wealth Services
Virginia
$2.4K +$114 +3 +5%
NIC
297
Northwest Investment Counselors
Oregon
$2.32K +$2.32K +61 New
CSWM
298
Cassady Schiller Wealth Management
Ohio
$2.02K – – –
Bessemer Group
299
Bessemer Group
New Jersey
$2K -$200K -4,500 -99%
CAL
300
Capital Advisors Ltd
Ohio
$2K +$2K +41 New
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