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EPR Properties
EPR

Overview Fund Activity

352 hedge funds and large institutions have $2.59B invested in EPR Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
124
Reduced
140
Closed
44
Calls
$15.3M
Puts
$20.2M
Net Calls
-$4.87M
Net Calls Change
-$1.14M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$36.8M
2
UBS AM
UBS AM
Illinois
$22.4M
3
PCM
Penn Capital Management
Pennsylvania
$14M
4
CIM
Centersquare Investment Management
Pennsylvania
$13.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.6M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
AQR Capital Management
AQR Capital Management
Connecticut
$39M
3
Millennium Management
Millennium Management
New York
$11.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22.3M
5
Morgan Stanley
Morgan Stanley
New York
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
276
Venturi Wealth Management
Texas
$72.3K +$21.5K +438 +42%
Allspring Global Investments
277
Allspring Global Investments
North Carolina
$67.7K -$130K -2,644 -66%
AAM
278
Advisors Asset Management
Colorado
$63.2K -$294 -6 -0.5%
LC
279
Lindbrook Capital
California
$54.7K -$441 -9 -0.8%
EWA
280
EverSource Wealth Advisors
Alabama
$49.4K -$12.8K -261 -21%
PS
281
Principal Securities
Iowa
$41.2K +$12.5K +255 +44%
GI
282
GAMMA Investing
California
$40.5K +$11.3K +231 +39%
AF
283
Allworth Financial
California
$37.3K +$2.11K +43 +6%
AAP
284
Arax Advisory Partners
Colorado
$30.8K +$14.2K +290 +86%
BTI
285
Blue Trust Inc
Georgia
$29.8K +$12K +285 +67%
KHC
286
Koesten Hirschmann & Crabtree
Kansas
$29.6K – – –
BIG
287
Brooklyn Investment Group
New York
$27.5K +$27.5K +560 New
VSQM
288
V-Square Quantitative Management
Illinois
$27.3K +$27.3K +556 New
NS
289
NBC Securities
Alabama
$27K -$25K -521 -48%
GWM
290
Geneos Wealth Management
Colorado
$25.2K +$441 +9 +2%
AFWM
291
Abich Financial Wealth Management
Virginia
$25.1K +$23.7K +483 +1,725%
CPA
292
Capital Performance Advisors
California
$23.8K +$23.8K +486 New
SAM
293
Smartleaf Asset Management
Massachusetts
$22.6K +$18.2K +375 +412%
AEPWM
294
Atlantic Edge Private Wealth Management
Florida
$22.1K – – –
SIS
295
Sound Income Strategies
Florida
$22K -$25.9K -529 -54%
MTC
296
Matrix Trust Company
Colorado
$21K +$641 +13 +3%
WSFS
297
Wilmington Savings Fund Society
Delaware
$18.5K +$18.5K +377 New
CFGS
298
Concourse Financial Group Securities
Alabama
$18.1K +$17.5K +354 +2,723%
NA
299
NewEdge Advisors
Louisiana
$17.2K -$490 -10 -3%
IAIM
300
International Assets Investment Management
Florida
$16.1K +$16.1K +66,982 New
10 11
12
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