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EPR Properties
EPR

Overview Fund Activity

403 hedge funds and large institutions have $5.04B invested in EPR Properties in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 150 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
150
Reduced
126
Closed
50
Calls
$11.5M
Puts
$14.7M
Net Calls
-$3.2M
Net Calls Change
-$1.68M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$30.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$916M
4
CC
4
Carlson Capital
Texas
$11.9M
5
SAM
5
Securian Asset Management
Minnesota
$10.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$12.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$41.4M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$32.3M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$52.8M
5
PPA
5
Parametric Portfolio Associates
Washington
$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
301
Tower Research Capital (TRC)
New York
$193K +$16.8K +218 +10%
Public Employees Retirement Association of Colorado
302
Public Employees Retirement Association of Colorado
Colorado
$187K – – –
GWM
303
Geneos Wealth Management
Colorado
$179K +$12.6K +164 +8%
Lazard Asset Management
304
Lazard Asset Management
New York
$170K -$5.45M -71,235 -97%
PCIA
305
Prime Capital Investment Advisors
Kansas
$169K +$17.8K +232 +12%
GRP
306
Global Retirement Partners
California
$144K – – –
AA
307
AlphaMark Advisors
Kentucky
$139K +$154 +2 +0.1%
CG
308
Cutler Group
California
$124K +$124K +1,614 New
RMC
309
Resources Management Corp
Connecticut
$93K +$93K +1,210 New
PA
310
Parallel Advisors
California
$88K +$1.68K +22 +2%
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$77K – – –
CAL
312
Capital Analysts LLC
Pennsylvania
$69K -$454 -6 -0.7%
TAIM
313
TD Ameritrade Investment Management
Nebraska
$69K +$14.6K +191 +27%
SFS
314
Sowell Financial Services
Arkansas
$65K +$65K +852 New
S
315
SignatureFD
Georgia
$60K -$770 -10 -1%
BWM
316
BerganKDV Wealth Management
Minnesota
$58K +$58K +750 New
LM
317
Legg Mason
Maryland
$56K – – –
NSIM
318
North Star Investment Management
Illinois
$55K +$55K +714 New
Parallax Volatility Advisers
319
Parallax Volatility Advisers
California
$54K +$54K +698 New
FL
320
Fort LP
Maryland
$54K +$54K +701 New
QCG
321
Quadrant Capital Group
Ohio
$53K -$1.22K -17 -2%
EW
322
Evoke Wealth
California
$52.4K +$52.4K +679 New
CIAS
323
Capital Investment Advisory Services
North Carolina
$45K – – –
AF
324
Advisornet Financial
Minnesota
$44K +$4.07K +53 +10%
SPIA
325
Steward Partners Investment Advisory
New York
$40K +$15.2K +201 +61%
11 12
13
14 15