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EPR Properties

320 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, 116 increasing their positions, 113 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $14.6M

3% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 113

0.69% more ownership

Funds ownership: 78.4%79.08% (+0.69%)

5% less funds holding

Funds holding: 336320 (-16)

22% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 50

23% less capital invested

Capital invested by funds: $2.75B → $2.13B (-$623M)

Holders
320
Holders Change
-16
Holders Change %
-4.76%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
116
Reduced
113
Closed
50
Calls
$19.1M
Puts
$14.6M
Net Calls
+$4.48M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
301
Bessemer Group
New Jersey
$2K
JWM
302
Janiczek Wealth Management
Colorado
$2K
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$2K
RDFA
304
Ritter Daniher Financial Advisory
Ohio
$2K
WBC
305
West Branch Capital
Massachusetts
$2K
BC
306
Bartlett & Co
Ohio
$1K
CFO
307
CVA Family Office
Colorado
$1K
EARNEST Partners
308
EARNEST Partners
Georgia
$1K
TFGT
309
TS Financial Group (TSFG)
Illinois
$1K
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$1K +$661 +14 New
HWMA
311
Heritage Wealth Management (Arizona)
Arizona
$1K +$755 +16 New
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.56K +33 New
DBG
313
De Burlo Group
Massachusetts
$968 +$1.27K +27 New
TPCW
314
TD Private Client Wealth
New York
$897
TAM
315
Tucker Asset Management
Colorado
$670
BCWM
316
Bartlett & Co Wealth Management
Ohio
$506
PCM
317
Peregrine Capital Management
Minnesota
-$13M -276,385 Closed
CIMLRA
318
CBRE Investment Management Listed Real Assets
Pennsylvania
-$11.9M -254,613 Closed
Point72 Asset Management
319
Point72 Asset Management
Connecticut
-$4.96M -105,798 Closed
TCA
320
Taconic Capital Advisors
New York
-$4.58M -97,546 Closed
Wellington Management Group
321
Wellington Management Group
Massachusetts
-$2.73M -58,066 Closed
Tudor Investment Corp
322
Tudor Investment Corp
Connecticut
-$2.35M -50,041 Closed
IFG
323
Independent Financial Group
California
-$1.8M -38,419 Closed
BIC
324
B&I Capital
Switzerland
-$1.07M -22,720 Closed
Parallax Volatility Advisers
325
Parallax Volatility Advisers
California
-$995K -21,204 Closed