EPR Properties
354 hedge funds and large institutions have $2.22B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 40 closing their positions.
18% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 40
1% more funds holding
Funds holding: 351 → 354 (+3)
2% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 130
3% less capital invested
Capital invested by funds: $2.28B → $2.22B (-$57.1M)
1.04% less ownership
Funds ownership: 70.97% → 69.93% (-1%)
19% less call options, than puts
Call options by funds: $16.1M | Put options by funds: $19.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sycale Advisors
New York
|
+$30.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$19.8M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$19.5M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$16.8M |
| 5 |
BlackRock
New York
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$55.3M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$54M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$12.9M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$11.7M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$9.47M |
EPR Hedge Fund Activity: Q2 2024 in Review
354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2024, worth a combined $2.22B — down 2.5% from $2.28B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new EPR positions and 40 closed out — a net gain of 7 holders — while 127 added to existing stakes and 130 trimmed.
The largest buyer was Sycale Advisors, opening a new position worth an estimated $30.7M. The largest seller was Invesco, cutting an estimated $55.3M.
- 354 institutional investors held EPR Properties (EPR) as of Q2 2024, up from 351 in Q1 2024.
- Funds reported $2.22B of EPR Properties stock for Q2 2024, down 2.5% quarter-over-quarter.
- 47 funds opened new EPR Properties positions in Q2 2024 and 40 closed out, a net change of +7 holders.
- The largest EPR Properties buyer in Q2 2024 was Sycale Advisors, an estimated $30.7M added.
- The largest EPR Properties seller in Q2 2024 was Invesco, an estimated $55.3M sold.
Based on aggregated 13F filings for Q2 2024.