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EPR Properties
EPR

Overview Fund Activity

351 hedge funds and large institutions have $2.76B invested in EPR Properties in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
116
Reduced
115
Closed
27
Calls
$12.2M
Puts
$15.8M
Net Calls
-$3.65M
Net Calls Change
+$18.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$12.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.7M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
WCP
3
Waterfront Capital Partners
New York
$0
4
Millennium Management
4
Millennium Management
New York
$9.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
276
Spire Wealth Management
Virginia
$63K +$90 +2 +0.1%
Carson Wealth (CWM LLC)
277
Carson Wealth (CWM LLC)
Nebraska
$61K -$17.8K -368 -23%
AAM
278
Advisors Asset Management
Colorado
$60.6K +$16.1K +333 +36%
RCM
279
Raleigh Capital Management
North Carolina
$57.3K -$2.86K -59 -5%
Acadian Asset Management
280
Acadian Asset Management
Massachusetts
$53K +$53K +1,108 New
NS
281
NBC Securities
Alabama
$52K – – –
KBC Group
282
KBC Group
Belgium
$51K – – –
EWA
283
EverSource Wealth Advisors
Alabama
$50.1K -$2.47K -51 -5%
LC
284
Lindbrook Capital
California
$45.5K -$921 -19 -2%
AF
285
Allworth Financial
California
$41.7K +$8.87K +183 +27%
VWM
286
Venturi Wealth Management
Texas
$39.9K +$14.9K +307 +59%
IA
287
IFP Advisors
Florida
$37.5K +$436 +9 +1%
Lazard Asset Management
288
Lazard Asset Management
New York
$37K – – –
HI
289
Harbour Investments
Wisconsin
$36.2K +$921 +19 +3%
C
290
Covestor
United Kingdom
$35K +$23.4K +492 +202%
ASN
291
Advisory Services Network
Georgia
$33.7K -$251K -5,175 -88%
Loomis, Sayles & Company
292
Loomis, Sayles & Company
Massachusetts
$33K -$2.3K -47 -7%
PS
293
Principal Securities
Iowa
$30.9K +$30.9K +637 New
KHC
294
Koesten Hirschmann & Crabtree
Kansas
$29.2K – – –
AFWM
295
Abich Financial Wealth Management
Virginia
$28.4K +$28.4K +587 New
VWWMG
296
Vermillion & White Wealth Management Group
Pennsylvania
$24.8K +$24.8K +512 New
AEPWM
297
Atlantic Edge Private Wealth Management
Florida
$21.8K +$21.8K +450 New
SIS
298
Sound Income Strategies
Florida
$21.8K – – –
EWM
299
Evermay Wealth Management
Virginia
$16.6K – – –
BTI
300
Blue Trust Inc
Georgia
$16K -$2.59K -64 -14%
10 11
12
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