EPR icon

EPR Properties
EPR

Overview Fund Activity

353 hedge funds and large institutions have $2.23B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+5
Holders Change %
+1.44%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
47
Increased
128
Reduced
129
Closed
38
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.74M
Net Calls Change
+$11.1M

Top Buyers

1
SA
1
Sycale Advisors
New York
$31.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$20.2M
3
ACM
3
Advisors Capital Management
New Jersey
$19.8M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$43.3M
5
BlackRock
5
BlackRock
New York
$441M

Top Sellers

1
Invesco
1
Invesco
Georgia
$43.6M
2
PI
2
PGGM Investments
Netherlands
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.4M
4
UBS AM
4
UBS AM
Illinois
$4.75M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPWM
301
Atlantic Edge Private Wealth Management
Florida
$18.9K – – –
MG
302
Mather Group
Illinois
$18.6K -$17.4K -411 -48%
BTI
303
Blue Trust Inc
Georgia
$18K +$1.36K +32 +8%
QL
304
Quarry LP
New York
$17.8K -$2.73K -65 -13%
MTC
305
Matrix Trust Company
Colorado
$17K +$17K +413 New
NA
306
NewEdge Advisors
Louisiana
$15.1K -$3.27K -78 -18%
AAP
307
Arax Advisory Partners
Colorado
$14.2K +$14.2K +339 New
CAL
308
Capital Analysts LLC
Pennsylvania
$14K -$87 -2 -0.6%
IRC
309
Investors Research Corp
Georgia
$12.6K – – –
HNB
310
Huntington National Bank
Ohio
$12.1K -$53.5K -1,275 -82%
CA
311
CoreCap Advisors
Michigan
$11.4K -$546 -13 -5%
PA
312
PSI Advisors
Florida
$9.55K +$84 +2 +0.9%
AT
313
Arlington Trust
Alabama
$9.03K – – –
APC
314
Aspire Private Capital
North Carolina
$8.86K – – –
WT
315
Whittier Trust
California
$8.86K +$4.2K +100 +90%
PWMG
316
Prestige Wealth Management Group
New Jersey
$7.44K – – –
BIA
317
Bell Investment Advisors
California
$6.55K – – –
QC
318
Quent Capital
New York
$5.94K +$1.8K +43 +43%
AA
319
Ancora Advisors
Ohio
$4.7K +$4.7K +112 New
MFT
320
Moisand Fitzgerald Tamayo
Florida
$4.66K – – –
CC
321
Cypress Capital
Tennessee
$4.62K +$4.62K +110 New
TCM
322
TD Capital Management
Tennessee
$4.23K – – –
MIM
323
Macroview Investment Management
Maryland
$4.21K -$7.92K -188 -65%
FFA
324
Farther Finance Advisors
California
$4.21K +$2.27K +55 +117%
GIA
325
GHP Investment Advisors
Colorado
$4.2K – – –
11 12
13
14 15