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EPR Properties
EPR

Overview Fund Activity

335 hedge funds and large institutions have $1.53B invested in EPR Properties in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-90
Holders Change %
-21.18%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
127
Reduced
106
Closed
131
Calls
$8.01M
Puts
$21.8M
Net Calls
-$13.8M
Net Calls Change
+$8.66M

Top Buyers

1
NTCM
1
Nut Tree Capital Management
New York
$46M
2
Bank of America
2
Bank of America
North Carolina
$50.6M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$69.3M
4
BlackRock
4
BlackRock
New York
$260M
5
Millennium Management
5
Millennium Management
New York
$12.7M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$65.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.58M
3
Invesco
3
Invesco
Georgia
$42.3M
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
SI
5
Scout Investments
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$5.28K -198 -73%
SF
302
Synovus Financial
Georgia
$2K – – –
CAC
303
Certified Advisory Corp
Florida
$2K – – –
GI
304
Gradient Investments
Minnesota
$2K – – –
CWA
305
Core Wealth Advisors
Florida
$2K – – –
SIM
306
Sonora Investment Management
Arizona
$2K – – –
WAP
307
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.16K +40 +138%
GWS
308
Glassman Wealth Services
Virginia
$2K +$1.11K +46 +124%
TPCW
309
TD Private Client Wealth
New York
$1.24K -$218 -9 -15%
LPWM
310
Lake Point Wealth Management
Texas
$1K -$2.54K -99 -72%
MCM
311
McMillion Capital Management
North Carolina
$1K – – –
IFAM
312
Institutional & Family Asset Management
Colorado
$1K – – –
EWM
313
EPG Wealth Management
Georgia
$1K – – –
IWP
314
IAG Wealth Partners
Wisconsin
$1K – – –
WAMC
315
Western Asset Management Company
California
$1K +$1K +3 New
WCG
316
Weaver Consulting Group
California
$1K +$431 +25 +76%
CAGAS
317
Capital Advisory Group Advisory Services
Minnesota
$1K +$1K +27 New
KFI
318
Key Financial Inc
Pennsylvania
$1K +$1K +27 New
PHK
319
Point72 Hong Kong
Hong Kong
$1K +$1K +53 New
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$1K +$1K +57 New
EI
321
Ellevest Inc
New York
$1K +$1K +58 New
MAM
322
Meeder Asset Management
Ohio
$1K +$1K +58 New
FAM
323
Fred Alger Management
New York
$1K +$1K +60 New
KFS
324
Kelly Financial Services
Massachusetts
$799 – – –
BCWM
325
Bartlett & Co Wealth Management
Ohio
$344 – – –
11 12
13
14 15