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EPR Properties
EPR

Overview Fund Activity

341 hedge funds and large institutions have $4.59B invested in EPR Properties in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 118 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
8.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
38
Increased
123
Reduced
118
Closed
35
Calls
$6.99M
Puts
$9.54M
Net Calls
-$2.56M
Net Calls Change
-$3.07M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$363M
2
Vanguard Group
Vanguard Group
Pennsylvania
$808M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$241M
4
Prudential Financial
Prudential Financial
New Jersey
$46.6M
5
American Century Companies
American Century Companies
Missouri
$24.1M

Top Sellers

1
Invesco
Invesco
Georgia
$44.7M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$19.5M
3
NIPH
NN Investment Partners Holdings
Netherlands
$0
4
AllianceBernstein
AllianceBernstein
Tennessee
$8.73M
5
Citadel Advisors
Citadel Advisors
Florida
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$4K -$351 -5 -8%
AF
327
Allworth Financial
California
$4K – – –
WCM
328
Wealthcare Capital Management
Virginia
$4K – – –
NSIM
329
North Star Investment Management
Illinois
$3K – – –
WCBA
330
Weaver C. Barksdale & Associates
Tennessee
$3K +$286 +4 +11%
TDC
331
Thompson Davis & Co
Virginia
$3K +$3K +40 New
RFA
332
Reilly Financial Advisors
California
$3K +$3K +42 New
AWM
333
Avior Wealth Management
Nebraska
$2K – – –
OIA
334
OneDigital Investment Advisors
Kansas
$2K – – –
WCG
335
Wall Capital Group
Arizona
$2K – – –
GT
336
Greenleaf Trust
Michigan
$2K +$2K +22 New
Parallax Volatility Advisers
337
Parallax Volatility Advisers
California
$2K +$2K +24 New
BCI
338
Brinker Capital Investments
Pennsylvania
$1K – – –
BC
339
Bartlett & Co
Ohio
$1K – – –
ED
340
Exane Derivatives
France
$70 -$140 -2 -67%
NIPH
341
NN Investment Partners Holdings
Netherlands
– -$28.2M -393,000 Closed
CCMLC
342
Cardinal Capital Management LLC (Connecticut)
Connecticut
– -$10.9M -152,022 Closed
WCP
343
Waterfront Capital Partners
New York
– -$10.8M -150,000 Closed
WG
344
Winton Group
United Kingdom
– -$5.95M -82,802 Closed
PS
345
Presima Securities
Quebec, Canada
– -$3.85M -53,500 Closed
MAM
346
Martingale Asset Management
Massachusetts
– -$2.91M -40,504 Closed
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$2.36M -32,833 Closed
IWA
348
IBEX Wealth Advisors
New Jersey
– -$2.17M -30,799 Closed
Jane Street
349
Jane Street
New York
– -$1.06M -14,775 Closed
BPM
350
Bowling Portfolio Management
Ohio
– -$865K -12,030 Closed
11 12 13
14
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