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EPR Properties
EPR

Overview Fund Activity

353 hedge funds and large institutions have $2.23B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+5
Holders Change %
+1.44%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
47
Increased
128
Reduced
129
Closed
38
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.74M
Net Calls Change
+$11.1M

Top Buyers

1
SA
1
Sycale Advisors
New York
$31.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$20.2M
3
ACM
3
Advisors Capital Management
New Jersey
$19.8M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$43.3M
5
BlackRock
5
BlackRock
New York
$441M

Top Sellers

1
Invesco
1
Invesco
Georgia
$43.6M
2
PI
2
PGGM Investments
Netherlands
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.4M
4
UBS AM
4
UBS AM
Illinois
$4.75M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
276
PEAK6 Investments
Illinois
$88.5K -$866K -20,630 -91%
Fifth Third Bancorp
277
Fifth Third Bancorp
Ohio
$88.4K -$7.18K -171 -8%
S
278
SignatureFD
Georgia
$85.3K -$60.8K -1,448 -42%
IA
279
IFP Advisors
Florida
$84.9K +$52K +1,238 +158%
KBC Group
280
KBC Group
Belgium
$84K +$20.9K +496 +33%
C
281
Covestor
United Kingdom
$81K +$49.5K +1,184 +157%
SPIA
282
Steward Partners Investment Advisory
New York
$67.1K +$420 +10 +0.6%
VCM
283
Versant Capital Management
Arizona
$61.4K +$57.9K +1,380 +1,683%
EC
284
EntryPoint Capital
New York
$59.4K +$12.5K +298 +27%
EWA
285
EverSource Wealth Advisors
Alabama
$57.1K +$8.87K +197 +18%
PAS
286
Point72 Asia (Singapore)
Singapore
$56K +$56K +1,335 New
ATPW
287
Ashton Thomas Private Wealth
Arizona
$54.7K +$54.7K +1,302 New
AAM
288
Advisors Asset Management
Colorado
$54.4K – – –
SWM
289
Spire Wealth Management
Virginia
$51.4K -$55.8K -1,330 -52%
LC
290
Lindbrook Capital
California
$47.2K +$7.77K +185 +20%
NS
291
NBC Securities
Alabama
$45K – – –
VWM
292
Venturi Wealth Management
Texas
$43.5K +$21.9K +521 +101%
SOW
293
State of Wyoming
Wyoming
$41.8K +$41.8K +996 New
SIS
294
Sound Income Strategies
Florida
$41.1K +$17.8K +424 +77%
AF
295
Allworth Financial
California
$31.5K -$4.04K -92 -11%
VWWMG
296
Vermillion & White Wealth Management Group
Pennsylvania
$26K +$26K +621 New
KHC
297
Koesten Hirschmann & Crabtree
Kansas
$25.6K – – –
GI
298
GAMMA Investing
California
$24.9K +$18.1K +430 +262%
PS
299
Principal Securities
Iowa
$24.5K -$5.04K -120 -17%
GWM
300
Geneos Wealth Management
Colorado
$21.1K +$21.1K +504 New
10 11
12
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