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EPR Properties
EPR

Overview Fund Activity

348 hedge funds and large institutions have $2.28B invested in EPR Properties in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
5.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
157
Reduced
92
Closed
40
Calls
$17.6M
Puts
$32.4M
Net Calls
-$14.8M
Net Calls Change
-$11.2M

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$21.4M
2
Millennium Management
Millennium Management
New York
$21.6M
3
BlackRock
BlackRock
New York
$429M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27M
5
Renaissance Technologies
Renaissance Technologies
New York
$40.5M

Top Sellers

1
Invesco
Invesco
Georgia
$101M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.33M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Prudential Financial
Prudential Financial
New Jersey
$5.75M
5
Morgan Stanley
Morgan Stanley
New York
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
276
EntryPoint Capital
New York
$47.4K +$47.4K +1,117 New
NS
277
NBC Securities
Alabama
$45K – – –
EWA
278
EverSource Wealth Advisors
Alabama
$43.5K +$1.5K +37 +4%
MG
279
Mather Group
Illinois
$41.1K +$41.1K +849 New
LC
280
Lindbrook Capital
California
$39.9K – – –
AFWM
281
Abich Financial Wealth Management
Virginia
$38.3K +$13.4K +315 +54%
AF
282
Allworth Financial
California
$34.3K -$2.21K -52 -6%
IA
283
IFP Advisors
Florida
$33.3K +$467 +11 +1%
C
284
Covestor
United Kingdom
$31K +$660 +16 +2%
PS
285
Principal Securities
Iowa
$29.9K +$2.84K +67 +11%
KHC
286
Koesten Hirschmann & Crabtree
Kansas
$25.6K – – –
SIS
287
Sound Income Strategies
Florida
$23.5K +$4.46K +105 +23%
Loomis, Sayles & Company
288
Loomis, Sayles & Company
Massachusetts
$22K -$6.34K -151 -22%
VWM
289
Venturi Wealth Management
Texas
$21.9K -$13.1K -308 -37%
QL
290
Quarry LP
New York
$20.8K +$7.6K +179 +58%
LFA
291
LGT Financial Advisors
Texas
$20K +$20K +471 New
AEPWM
292
Atlantic Edge Private Wealth Management
Florida
$19.1K – – –
NA
293
NewEdge Advisors
Louisiana
$18.6K +$12.7K +300 +217%
BTI
294
Blue Trust Inc
Georgia
$16.7K -$170 -4 -1%
EWM
295
Evermay Wealth Management
Virginia
$14.5K – – –
CAL
296
Capital Analysts LLC
Pennsylvania
$14K +$172 +4 +1%
IRC
297
Investors Research Corp
Georgia
$12.7K – – –
OCM
298
Orion Capital Management
California
$12.7K +$8.49K +200 +200%
MIM
299
Macroview Investment Management
Maryland
$12.2K +$254 +6 +2%
CA
300
CoreCap Advisors
Michigan
$12.1K +$12.1K +285 New
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12
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