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EPR Properties
EPR

Overview Fund Activity

325 hedge funds and large institutions have $2.45B invested in EPR Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
115
Reduced
119
Closed
42
Calls
$14.9M
Puts
$36.7M
Net Calls
-$21.8M
Net Calls Change
-$23.3M

Top Buyers

1
RIM
Rush Island Management
New York
$42.6M
2
Prudential Financial
Prudential Financial
New Jersey
$39.5M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.9M
4
Group One Trading
Group One Trading
Illinois
$8.92M
5
Renaissance Technologies
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
BlackRock
BlackRock
New York
$422M
3
HRES
Heitman Real Estate Securities
Illinois
$0
4
WCP
Waterfront Capital Partners
New York
$34.9M
5
Cohen & Steers
Cohen & Steers
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
301
Concourse Financial Group Securities
Alabama
$3.93K – – –
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$3.2K -$33.9K -815 -91%
MTIC
303
Missouri Trust & Investment Company
Missouri
$3.12K +$3.12K +75 New
WBC
304
West Branch Capital
Massachusetts
$2.83K – – –
GWS
305
Glassman Wealth Services
Virginia
$2.62K – – –
CTWM
306
Cherry Tree Wealth Management
Minnesota
$2.45K – – –
CSWM
307
Cassady Schiller Wealth Management
Ohio
$2.2K – – –
AA
308
AlphaMark Advisors
Kentucky
$2K -$8.12K -207 -80%
CAL
309
Capital Advisors Ltd
Ohio
$2K – – –
CCP
310
Carmel Capital Partners
California
$1.75K +$1.75K +42 New
RFG
311
RFP Financial Group
Georgia
$1.41K – – –
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$1.37K – – –
RDIA
313
RE Dickinson Investment Advisors
Iowa
$1K – – –
TFGT
314
TS Financial Group (TSFG)
Illinois
$1K – – –
FMP
315
Financial Management Professionals
Texas
$1K +$308 +4 +44%
FFA
316
Farther Finance Advisors
California
$914 – – –
EARNEST Partners
317
EARNEST Partners
Georgia
$831 – – –
JWM
318
Janiczek Wealth Management
Colorado
$624 – – –
Legacy Financial Group (Iowa)
319
Legacy Financial Group (Iowa)
Iowa
$540 +$540 +13 New
QC
320
Quent Capital
New York
$498 – – –
FP
321
Financial Perspectives
Minnesota
$332 – – –
HCP
322
Hexagon Capital Partners
Arkansas
$291 – – –
ANBT
323
American National Bank & Trust
Texas
$166 – – –
VCM
324
Versant Capital Management
Arizona
$83 – – –
HGERS
325
Householder Group Estate & Retirement Specialist
Arizona
$42 +$42 +1 New
11 12
13
14 15