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EPR Properties
EPR

Overview Fund Activity

329 hedge funds and large institutions have $3.74B invested in EPR Properties in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-24
Holders Change %
-6.8%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
136
Reduced
110
Closed
64
Calls
$10.9M
Puts
$15.4M
Net Calls
-$4.47M
Net Calls Change
+$2.05M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$283M
2
PI
PGGM Investments
Netherlands
$68M
3
Cohen & Steers
Cohen & Steers
New York
$335M
4
WCM
Wedge Capital Management
North Carolina
$136M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$21.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.69M
2
Vanguard Group
Vanguard Group
Pennsylvania
$610M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
SFM
Systematic Financial Management
New Jersey
$0
5
UIC
Uniplan Investment Counsel
Wisconsin
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
326
Bartlett & Co
Ohio
$1K – – –
EARNEST Partners
327
EARNEST Partners
Georgia
$1K – – –
GWS
328
Glassman Wealth Services
Virginia
$1K +$1K +10 New
CAGAS
329
Capital Advisory Group Advisory Services
Minnesota
$1K +$1K +27 New
BCWM
330
Bartlett & Co Wealth Management
Ohio
$781 +$781 +14 New
Balyasny Asset Management
331
Balyasny Asset Management
Illinois
– -$24M -367,155 Closed
SFM
332
Systematic Financial Management
New Jersey
– -$20.7M -316,742 Closed
Allianz Asset Management
333
Allianz Asset Management
Germany
– -$14.7M -224,466 Closed
Renaissance Technologies
334
Renaissance Technologies
New York
– -$12.6M -192,778 Closed
HRES
335
Heitman Real Estate Securities
Illinois
– -$9.34M -142,717 Closed
BNP Paribas Asset Management
336
BNP Paribas Asset Management
France
– -$7.12M -108,758 Closed
JIM
337
Jupiter Investment Management
United Kingdom
– -$4.41M -67,381 Closed
WWM
338
Willingdon Wealth Management
North Carolina
– -$2.78M -42,527 Closed
JG
339
Jefferies Group
New York
– -$2.49M -38,006 Closed
OAM
340
Oxford Asset Management
United Kingdom
– -$2.16M -32,930 Closed
BCM
341
Brasada Capital Management
Texas
– -$2.02M -30,819 Closed
State of Tennessee, Department of Treasury
342
State of Tennessee, Department of Treasury
Tennessee
– -$1.96M -30,000 Closed
QT
343
Quantbot Technologies
New York
– -$1.96M -29,941 Closed
SCM
344
Stevens Capital Management
Pennsylvania
– -$1.88M -28,760 Closed
MNG
345
Manning & Napier Group
New York
– -$1.8M -27,445 Closed
ARTA
346
A.R.T. Advisors
New York
– -$1.71M -26,100 Closed
D.E. Shaw & Co
347
D.E. Shaw & Co
New York
– -$1.54M -23,497 Closed
Wealth Enhancement Advisory Services
348
Wealth Enhancement Advisory Services
Minnesota
– -$944K -15,829 Closed
MC
349
Menta Capital
California
– -$1.02M -15,601 Closed
NCM
350
Northstar Capital Management
New York
– -$799K -12,205 Closed
12 13
14
15 16