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EPR Properties

346 hedge funds and large institutions have $4.54B invested in EPR Properties in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 133 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

28% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 104

17% more funds holding

Funds holding: 296346 (+50)

7% more capital invested

Capital invested by funds: $4.23B → $4.54B (+$311M)

6% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $8.08M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.84% less ownership

Funds ownership: 89.61%85.77% (-3.8%)

Holders
346
Holders Change
+50
Holders Change %
+16.89%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
72
Increased
133
Reduced
104
Closed
19
Calls
$8.59M
Puts
$8.08M
Net Calls
+$511K
Net Calls Change
-$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
301
Patten Group
Tennessee
$21K
BTIS
302
BB&T Investment Services
North Carolina
$19K
OSNBOA
303
Old Second National Bank of Aurora
Illinois
$19K +$19.2K +264 New
FPFS
304
First Personal Financial Services
North Carolina
$18K
Fuller & Thaler Asset Management
305
Fuller & Thaler Asset Management
California
$17K
VIA
306
Vantage Investment Advisors
Pennsylvania
$16K
BRC
307
Bell Rock Capital
Delaware
$16K +$16.3K +223 New
QCG
308
Quadrant Capital Group
Ohio
$15K -$8.67K -119 -35%
GWA
309
Guidant Wealth Advisors
Illinois
$14K +$15.4K +212 New
GI
310
Gradient Investments
Minnesota
$13K +$13K +179 New
WA
311
WealthTrust-Arizona
Arizona
$13K +$13.5K +185 New
AIM
312
Anchor Investment Management
South Carolina
$11.1K
HFM
313
Hartford Financial Management
Connecticut
$11K
KTC
314
Kistler-Tiffany Companies
Pennsylvania
$10K +$9.91K +136 New
PA
315
Parallel Advisors
California
$9K -$3.35K -46 -26%
EWM
316
Evercore Wealth Management
New York
$9K +$9.11K +125 New
AIM
317
Advantage Investment Management
Iowa
$9K +$9.4K +129 New
BFEC
318
Benjamin F. Edwards & Company
Missouri
$8K +$73 +1 +1%
ACM
319
Armbruster Capital Management
New York
$7K
CHP
320
Cable Hill Partners
Oregon
$7K
HH
321
HWG Holdings
Texas
$7K +$6.63K +91 New
SAM
322
Solaris Asset Management
New York
$7K +$6.92K +95 New
MA
323
MUFG Americas
New York
$7K +$7.07K +97 New
AP
324
Atwood & Palmer
Missouri
$7K +$7.29K +100 New
IUHSA
325
Itau Unibanco Holding S.A.
Brazil
$7K +$7.29K +100 New

EPR Hedge Fund Activity: Q2 2017 in Review

346 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2017, worth a combined $4.54B — up 7.4% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EPR positions and 19 closed out — a net gain of 53 holders — while 133 added to existing stakes and 104 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $201M. The largest seller was Invesco, cutting an estimated $96M.

  • 346 institutional investors held EPR Properties (EPR) as of Q2 2017, up from 296 in Q1 2017.
  • Funds reported $4.54B of EPR Properties stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 72 funds opened new EPR Properties positions in Q2 2017 and 19 closed out, a net change of +53 holders.
  • The largest EPR Properties buyer in Q2 2017 was Daiwa Securities Group, an estimated $201M added.
  • The largest EPR Properties seller in Q2 2017 was Invesco, an estimated $96M sold.

Based on aggregated 13F filings for Q2 2017.