EPR icon

EPR Properties
EPR

Overview Fund Activity

348 hedge funds and large institutions have $4.37B invested in EPR Properties in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
7.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
48
Increased
125
Reduced
108
Closed
27
Calls
$22.5M
Puts
$24.2M
Net Calls
-$1.75M
Net Calls Change
+$2.72M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$90M
2
Principal Financial Group
Principal Financial Group
Iowa
$396M
3
Fidelity International
Fidelity International
Bermuda
$38.9M
4
BlackRock
BlackRock
New York
$553M
5
SI
Scout Investments
Missouri
$46.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$307M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$184M
3
GT
Glenmede Trust
Pennsylvania
$1.91M
4
Vanguard Group
Vanguard Group
Pennsylvania
$686M
5
WCM
Wedge Capital Management
North Carolina
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
301
First Personal Financial Services
North Carolina
$14K -$10K – –
AP
302
Arlington Partners
Alabama
$14K – – –
GWA
303
Guidant Wealth Advisors
Illinois
$13K – – –
CFD
304
Creative Financial Designs
Indiana
$13K +$3.63K +58 +39%
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
CA
306
Centerpoint Advisors
Massachusetts
$12K +$12K +191 New
QCIG
307
Quad-Cities Investment Group
Iowa
$12K +$12K +200 New
CWA
308
Clarus Wealth Advisors
Arizona
$11K +$11K +206 New
AIM
309
Anchor Investment Management
South Carolina
$10K – – –
NSIM
310
North Star Investment Management
Illinois
$10K – – –
WAM
311
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
ASN
312
Advisory Services Network
Georgia
$9K -$35.9K -546 -80%
SF
313
Synovus Financial
Georgia
$9K – – –
KTC
314
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
TA
315
Townsend & Associates
Colorado
$9K +$129 +2 +1%
MYIA
316
Mount Yale Investment Advisors
Colorado
$8K – – –
GI
317
Gradient Investments
Minnesota
$8K – – –
SPIA
318
Steward Partners Investment Advisory
New York
$8K – – –
LFA
319
Legacy Financial Advisors
Kentucky
$8K +$911 +14 +13%
KJWM
320
Kiley Juergens Wealth Management
Washington
$8K +$8K +137 New
MFT
321
Moisand Fitzgerald Tamayo
Florida
$7K – – –
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$6.03K -$21.2K -328 -78%
CHP
323
Cable Hill Partners
Oregon
$6K – – –
SIM
324
Sonora Investment Management
Arizona
$6K – – –
SWMG
325
Signature Wealth Management Group
Georgia
$6K – – –
11 12
13
14 15