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EPR Properties
EPR

Overview Fund Activity

319 hedge funds and large institutions have $2.13B invested in EPR Properties in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 115 increasing their positions, 113 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-15
Holders Change %
-4.49%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
39
Increased
115
Reduced
113
Closed
49
Calls
$19.1M
Puts
$14.6M
Net Calls
+$4.48M
Net Calls Change
+$5M

Top Buyers

1
RIM
Rush Island Management
New York
$40.4M
2
Citadel Advisors
Citadel Advisors
Florida
$44.9M
3
LSV Asset Management
LSV Asset Management
Illinois
$18.8M
4
DCM
Discovery Capital Management
Connecticut
$16.2M
5
Goldman Sachs
Goldman Sachs
New York
$23.7M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$19M
2
AllianceBernstein
AllianceBernstein
Tennessee
$4.62M
3
BC
Brookfield Corp
Ontario, Canada
$32.5M
4
PCM
Peregrine Capital Management
Minnesota
$0
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
301
Bessemer Group
New Jersey
$2K – – –
RDFA
302
Ritter Daniher Financial Advisory
Ohio
$2K – – –
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
JWM
304
Janiczek Wealth Management
Colorado
$2K – – –
EARNEST Partners
305
EARNEST Partners
Georgia
$1K – – –
CFO
306
CVA Family Office
Colorado
$1K – – –
BC
307
Bartlett & Co
Ohio
$1K – – –
TFGT
308
TS Financial Group (TSFG)
Illinois
$1K – – –
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +14 New
HWMA
310
Heritage Wealth Management (Arizona)
Arizona
$1K +$1K +16 New
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +33 New
DBG
312
De Burlo Group
Massachusetts
$968 +$968 +27 New
TPCW
313
TD Private Client Wealth
New York
$897 – – –
TAM
314
Tucker Asset Management
Colorado
$670 – – –
BCWM
315
Bartlett & Co Wealth Management
Ohio
$506 – – –
PCM
316
Peregrine Capital Management
Minnesota
– -$13M -276,385 Closed
CIMLRA
317
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$11.9M -254,613 Closed
Point72 Asset Management
318
Point72 Asset Management
Connecticut
– -$4.97M -105,798 Closed
TCA
319
Taconic Capital Advisors
New York
– -$4.58M -97,546 Closed
Wellington Management Group
320
Wellington Management Group
Massachusetts
– -$2.73M -58,066 Closed
Tudor Investment Corp
321
Tudor Investment Corp
Connecticut
– -$2.35M -50,041 Closed
BIC
322
B&I Capital
Switzerland
– -$1.07M -22,720 Closed
Parallax Volatility Advisers
323
Parallax Volatility Advisers
California
– -$995K -21,204 Closed
Canada Pension Plan Investment Board
324
Canada Pension Plan Investment Board
Ontario, Canada
– -$995K -21,200 Closed
DCM
325
Dupont Capital Management
Delaware
– -$984K -20,978 Closed
11 12
13
14 15