EPR icon

EPR Properties
EPR

Overview Fund Activity

325 hedge funds and large institutions have $2.45B invested in EPR Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
115
Reduced
119
Closed
42
Calls
$14.9M
Puts
$36.7M
Net Calls
-$21.8M
Net Calls Change
-$23.3M

Top Buyers

1
RIM
Rush Island Management
New York
$42.6M
2
Prudential Financial
Prudential Financial
New Jersey
$39.5M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.9M
4
Group One Trading
Group One Trading
Illinois
$8.92M
5
Renaissance Technologies
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
BlackRock
BlackRock
New York
$422M
3
HRES
Heitman Real Estate Securities
Illinois
$0
4
WCP
Waterfront Capital Partners
New York
$34.9M
5
Cohen & Steers
Cohen & Steers
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
276
Sound Income Strategies
Florida
$18.7K – – –
EWM
277
Evermay Wealth Management
Virginia
$14.2K – – –
IRC
278
Investors Research Corp
Georgia
$12.5K – – –
MIM
279
Macroview Investment Management
Maryland
$11.5K +$208 +5 +2%
BAAM
280
Baker Avenue Asset Management
California
$10.1K +$8.35K +201 +479%
C
281
Covestor
United Kingdom
$10K -$2.46K -60 -20%
TWM
282
Tradition Wealth Management
Minnesota
$10K +$5.75K +138 +135%
SWA
283
SOA Wealth Advisors
New York
$9.35K – – –
PA
284
PSI Advisors
Florida
$9.27K +$42 +1 +0.5%
APC
285
Aspire Private Capital
North Carolina
$8.76K – – –
PWMG
286
Prestige Wealth Management Group
New Jersey
$7.36K – – –
AWM
287
Avior Wealth Management
Nebraska
$6.9K – – –
BIA
288
Bell Investment Advisors
California
$6.65K -$374 -9 -5%
NA
289
NewEdge Advisors
Louisiana
$5.73K -$17.4K -420 -75%
PFBT
290
Parkside Financial Bank & Trust
Missouri
$5.73K – – –
MFT
291
Moisand Fitzgerald Tamayo
Florida
$5.61K – – –
VAG
292
VisionPoint Advisory Group
Texas
$5.48K +$4.78K +115 +676%
UB
293
UMB Bank
Missouri
$5.07K -$12.6K -303 -71%
Bessemer Group
294
Bessemer Group
New Jersey
$5K -$47 -1 -0.9%
BF
295
BOK Financial
Oklahoma
$4.74K – – –
WT
296
Whittier Trust
California
$4.61K – – –
GI
297
Gradient Investments
Minnesota
$4.32K +$415 +10 +11%
GIA
298
GHP Investment Advisors
Colorado
$4.25K – – –
TCM
299
TD Capital Management
Tennessee
$4.19K – – –
OCM
300
Orion Capital Management
California
$4.15K +$4.15K +100 New
10 11
12
13 14