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EPR Properties
EPR

Overview Fund Activity

351 hedge funds and large institutions have $2.76B invested in EPR Properties in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
116
Reduced
115
Closed
27
Calls
$12.2M
Puts
$15.8M
Net Calls
-$3.65M
Net Calls Change
+$18.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$12.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.7M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
WCP
3
Waterfront Capital Partners
New York
$0
4
Millennium Management
4
Millennium Management
New York
$9.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
301
Capital Analysts LLC
Pennsylvania
$16K +$16K +321 New
QL
302
Quarry LP
New York
$15K +$15K +310 New
IRC
303
Investors Research Corp
Georgia
$14.5K – – –
MIM
304
Macroview Investment Management
Maryland
$13.7K +$242 +5 +2%
SWA
305
SOA Wealth Advisors
New York
$10.9K – – –
PA
306
PSI Advisors
Florida
$10.9K +$97 +2 +0.9%
AT
307
Arlington Trust
Alabama
$10.4K +$10.4K +215 New
APC
308
Aspire Private Capital
North Carolina
$10.2K – – –
GI
309
GAMMA Investing
California
$9.03K +$9.03K +204 New
PWMG
310
Prestige Wealth Management Group
New Jersey
$8.58K – – –
BIA
311
Bell Investment Advisors
California
$7.56K -$194 -4 -3%
PWMG
312
Private Wealth Management Group
New Jersey
$7.46K +$7.46K +154 New
NA
313
NewEdge Advisors
Louisiana
$6.69K – – –
National Bank of Canada
314
National Bank of Canada
Quebec, Canada
$6.43K -$27.4K -563 -81%
UB
315
UMB Bank
Missouri
$5.91K – – –
AWM
316
Avior Wealth Management
Nebraska
$5.57K -$2.47K -51 -31%
MFT
317
Moisand Fitzgerald Tamayo
Florida
$5.38K -$1.16K -24 -18%
WT
318
Whittier Trust
California
$5.38K – – –
GI
319
Gradient Investments
Minnesota
$5.04K – – –
TWM
320
Tradition Wealth Management
Minnesota
$5K -$6.43K -135 -56%
Bessemer Group
321
Bessemer Group
New Jersey
$5K – – –
TCM
322
TD Capital Management
Tennessee
$4.88K – – –
GIA
323
GHP Investment Advisors
Colorado
$4.85K – – –
OCM
324
Orion Capital Management
California
$4.85K – – –
CFGS
325
Concourse Financial Group Securities
Alabama
$4.58K – – –
11 12
13
14 15