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EPR Properties
EPR

Overview Fund Activity

425 hedge funds and large institutions have $4.72B invested in EPR Properties in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+22
Holders Change %
+5.46%
% of All Funds
8.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
71
Increased
144
Reduced
130
Closed
39
Calls
$13.4M
Puts
$35.9M
Net Calls
-$22.5M
Net Calls Change
-$19.3M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$74.6M
2
BlackRock
BlackRock
New York
$702M
3
Invesco
Invesco
Georgia
$248M
4
WMSA
Weiss Multi-Strategy Advisers
New York
$26.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$74.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$14.5M
2
State Street
State Street
Massachusetts
$209M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$127M
4
MAM
Martingale Asset Management
Massachusetts
$6.13M
5
AllianceBernstein
AllianceBernstein
Tennessee
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
301
Financial Counselors Inc
Kansas
$221K +$919 +13 +0.4%
SS
302
Sunbelt Securities
Texas
$219K +$219K +3,106 New
BWA
303
Beam Wealth Advisors
Louisiana
$216K +$216K +3,062 New
SWA
304
SFMG Wealth Advisors
Texas
$215K – – –
PI
305
PEAK6 Investments
Illinois
$211K +$211K +2,992 New
DADC
306
D.A. Davidson & Co
Montana
$207K – – –
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$207K +$14.8K +210 +8%
OCG
308
Opus Capital Group
Ohio
$205K +$205K +2,907 New
SC
309
Steph & Co
Wisconsin
$203K +$203K +2,875 New
DTL
310
Dynamic Technology Lab
Singapore
$201K -$277K -3,927 -58%
WEC
311
Winslow Evans & Crocker
Massachusetts
$200K – – –
IUHSA
312
Itau Unibanco Holding S.A.
Brazil
$189K +$189K +2,669 New
PCM
313
Prelude Capital Management
New York
$184K +$184K +2,599 New
FC
314
FORA Capital
Florida
$176K +$176K +2,487 New
GWM
315
Geneos Wealth Management
Colorado
$173K +$9.31K +133 +6%
Public Employees Retirement Association of Colorado
316
Public Employees Retirement Association of Colorado
Colorado
$172K – – –
CF
317
Centaurus Financial
California
$163K -$39.8K -564 -20%
PCIA
318
Prime Capital Investment Advisors
Kansas
$155K – – –
PVH
319
Psagot Value Holdings
Israel
$141K +$141K +2,000 New
GRP
320
Global Retirement Partners
California
$133K – – –
Pacer Advisors
321
Pacer Advisors
Pennsylvania
$116K -$1.95M -27,563 -94%
RMC
322
Resources Management Corp
Connecticut
$112K +$26.5K +375 +31%
IA
323
IFP Advisors
Florida
$103K -$151K -2,101 -59%
DekaBank Deutsche Girozentrale
324
DekaBank Deutsche Girozentrale
Germany
$101K +$101K +1,430 New
KPW
325
Kore Private Wealth
New York
$88K +$88K +1,250 New
11 12
13
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