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EPR Properties
EPR

Overview Fund Activity

352 hedge funds and large institutions have $2.59B invested in EPR Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
124
Reduced
140
Closed
44
Calls
$15.3M
Puts
$20.2M
Net Calls
-$4.87M
Net Calls Change
-$1.14M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$36.8M
2
UBS AM
UBS AM
Illinois
$22.4M
3
PCM
Penn Capital Management
Pennsylvania
$14M
4
CIM
Centersquare Investment Management
Pennsylvania
$13.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.6M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
AQR Capital Management
AQR Capital Management
Connecticut
$39M
3
Millennium Management
Millennium Management
New York
$11.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22.3M
5
Morgan Stanley
Morgan Stanley
New York
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
301
Capital Analysts LLC
Pennsylvania
$16K -$50 -1 -0.3%
TWD
302
True Wealth Design
Ohio
$15.9K +$15.9K +324 New
CA
303
Clearstead Advisors
Ohio
$15.7K +$15.7K +320 New
IRC
304
Investors Research Corp
Georgia
$14.7K – – –
GGI
305
Godsey & Gibb Inc
Virginia
$14.7K +$14.7K +300 New
HNB
306
Huntington National Bank
Ohio
$13.8K -$294 -6 -2%
MG
307
Mather Group
Illinois
$13.4K -$8.04K -164 -37%
DIP
308
DT Investment Partners
Pennsylvania
$13.4K +$13.4K +273 New
CA
309
CoreCap Advisors
Michigan
$13.3K – – –
QL
310
Quarry LP
New York
$12.4K -$8.39K -171 -40%
PA
311
PSI Advisors
Florida
$11.2K +$49 +1 +0.4%
AT
312
Arlington Trust
Alabama
$10.5K – – –
APC
313
Aspire Private Capital
North Carolina
$10.3K – – –
WT
314
Whittier Trust
California
$10.3K – – –
PWMG
315
Prestige Wealth Management Group
New Jersey
$8.68K – – –
BIA
316
Bell Investment Advisors
California
$7.01K -$638 -13 -8%
ACA
317
Atlas Capital Advisors
Wyoming
$6.87K +$6.87K +140 New
JIP
318
Jaffetilchin Investment Partners
Florida
$6.55K +$6.55K +134 New
FFA
319
Farther Finance Advisors
California
$5.89K +$883 +18 +18%
MFT
320
Moisand Fitzgerald Tamayo
Florida
$5.44K – – –
QC
321
Quent Capital
New York
$5.2K -$1.77K -36 -25%
Bessemer Group
322
Bessemer Group
New Jersey
$5K +$1.42K +27 +40%
TCM
323
TD Capital Management
Tennessee
$4.94K – – –
MIM
324
Macroview Investment Management
Maryland
$4.92K – – –
GIA
325
GHP Investment Advisors
Colorado
$4.9K – – –
11 12
13
14 15