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EPR Properties
EPR

Overview Fund Activity

338 hedge funds and large institutions have $2.73B invested in EPR Properties in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
47
Increased
106
Reduced
124
Closed
31
Calls
$16.7M
Puts
$15.1M
Net Calls
+$1.53M
Net Calls Change
+$78.3M

Top Buyers

1
WCP
Waterfront Capital Partners
New York
$56.9M
2
Cohen & Steers
Cohen & Steers
New York
$28.9M
3
SSA
Schonfeld Strategic Advisors
New York
$15.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$15.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$26.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$22.3M
2
BlackRock
BlackRock
New York
$497M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3M
4
HRES
Heitman Real Estate Securities
Illinois
$15.7M
5
Goldman Sachs
Goldman Sachs
New York
$7.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
301
Whittier Trust
California
$5.19K – – –
TWM
302
Tradition Wealth Management
Minnesota
$5K +$833 +17 +20%
Bessemer Group
303
Bessemer Group
New Jersey
$5K +$2.9K +62 +138%
TCM
304
TD Capital Management
Tennessee
$4.72K – – –
CFGS
305
Concourse Financial Group Securities
Alabama
$4.43K -$8.24K -175 -65%
GI
306
Gradient Investments
Minnesota
$4.4K -$889 -19 -17%
KFI
307
Key Financial Inc
Pennsylvania
$4.4K +$4.4K +94 New
GIA
308
GHP Investment Advisors
Colorado
$4.28K – – –
WBC
309
West Branch Capital
Massachusetts
$3.18K – – –
GWS
310
Glassman Wealth Services
Virginia
$2.95K – – –
CTWM
311
Cherry Tree Wealth Management
Minnesota
$2.76K +$2.76K +59 New
WP
312
WealthPLAN Partners
Nebraska
$2.53K -$7.58K -162 -75%
CSWM
313
Cassady Schiller Wealth Management
Ohio
$2.48K – – –
CAL
314
Capital Advisors Ltd
Ohio
$2K +$178 +4 +10%
BAAM
315
Baker Avenue Asset Management
California
$1.97K +$562 +12 +40%
RFG
316
RFP Financial Group
Georgia
$1.59K – – –
FGAM
317
Financial Gravity Asset Management
Texas
$1.59K +$305 +9 +24%
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$1.54K – – –
SS
319
Sunbelt Securities
Texas
$1.45K – – –
PI
320
PEAK6 Investments
Illinois
$1.31K -$714K -15,268 -100%
TPCW
321
TD Private Client Wealth
New York
$1.17K – – –
FFA
322
Farther Finance Advisors
California
$1.03K – – –
BC
323
Bartlett & Co
Ohio
$1K – – –
TFGT
324
TS Financial Group (TSFG)
Illinois
$1K – – –
PVH
325
Psagot Value Holdings
Israel
$1K +$1K +13 New
11 12
13
14 15