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EPR Properties
EPR

Overview Fund Activity

361 hedge funds and large institutions have $2.38B invested in EPR Properties in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
146
Reduced
97
Closed
45
Calls
$15M
Puts
$16.9M
Net Calls
-$1.92M
Net Calls Change
+$2.95M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.6M
2
Millennium Management
Millennium Management
New York
$25.6M
3
American Century Companies
American Century Companies
Missouri
$48.1M
4
Northern Trust
Northern Trust
Illinois
$37.4M
5
LSV Asset Management
LSV Asset Management
Illinois
$50M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Invesco
Invesco
Georgia
$27.2M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
276
Harbour Investments
Wisconsin
$83.4K – – –
IA
277
IFP Advisors
Florida
$80.9K +$1.06K +24 +1%
HCA
278
Harbor Capital Advisors
Illinois
$69K -$928 -21 -1%
VCM
279
Versant Capital Management
Arizona
$68.8K +$3.01K +68 +5%
EWA
280
EverSource Wealth Advisors
Alabama
$67.7K +$23.1K +522 +52%
SPIA
281
Steward Partners Investment Advisory
New York
$62.4K -$8.86K -200 -12%
GFM
282
GF Fund Management
China
$60.9K +$60.9K +1,376 New
BBHC
283
Brown Brothers Harriman & Co
New York
$60.2K +$60.2K +1,359 New
PS
284
Principal Securities
Iowa
$57.4K +$20.2K +457 +54%
AAM
285
Advisors Asset Management
Colorado
$57.1K – – –
NWM
286
Nova Wealth Management
Florida
$54.2K +$54.2K +1,223 New
MCM
287
MAI Capital Management
Ohio
$52.7K +$52.7K +1,191 New
LC
288
Lindbrook Capital
California
$51.3K +$1.9K +43 +4%
GI
289
GAMMA Investing
California
$49.9K +$13.4K +302 +37%
AF
290
Allworth Financial
California
$34.6K -$839 -18 -2%
AAP
291
Arax Advisory Partners
Colorado
$31.5K +$3.63K +82 +13%
CFGS
292
Concourse Financial Group Securities
Alabama
$30.1K +$13K +279 +76%
SIM
293
Synergy Investment Management
Florida
$27.1K +$27.1K +612 New
KHC
294
Koesten Hirschmann & Crabtree
Kansas
$26.7K – – –
BIG
295
Brooklyn Investment Group
New York
$24.8K +$44 +1 +0.2%
VSQM
296
V-Square Quantitative Management
Illinois
$24.6K – – –
Jones Financial Companies
297
Jones Financial Companies
Missouri
$23.7K +$23.7K +534 New
GWM
298
Geneos Wealth Management
Colorado
$23.1K +$443 +10 +2%
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$20.5K +$17.1K +387 +503%
MTC
300
Matrix Trust Company
Colorado
$20K +$1.15K +26 +6%
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