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EPR Properties
EPR

Overview Fund Activity

348 hedge funds and large institutions have $4.37B invested in EPR Properties in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
7.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
48
Increased
125
Reduced
108
Closed
27
Calls
$22.5M
Puts
$24.2M
Net Calls
-$1.75M
Net Calls Change
+$2.72M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$90M
2
Principal Financial Group
Principal Financial Group
Iowa
$396M
3
Fidelity International
Fidelity International
Bermuda
$38.9M
4
BlackRock
BlackRock
New York
$553M
5
SI
Scout Investments
Missouri
$46.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$307M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$184M
3
GT
Glenmede Trust
Pennsylvania
$1.91M
4
Vanguard Group
Vanguard Group
Pennsylvania
$686M
5
WCM
Wedge Capital Management
North Carolina
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
326
Brinker Capital Investments
Pennsylvania
$6K +$6K +90 New
BCA
327
Bay Colony Advisors
Massachusetts
$6K +$6K +93 New
JCM
328
Jacobi Capital Management
Pennsylvania
$6K +$6K +100 New
FGAM
329
Financial Gravity Asset Management
Texas
$5K -$43.8K -631 -90%
TL
330
TrueWealth LLC
Georgia
$5K -$4K – –
AF
331
Allworth Financial
California
$3K – – –
BBHC
332
Brown Brothers Harriman & Co
New York
$3K – – –
WCM
333
Wealthcare Capital Management
Virginia
$3K – – –
SFM
334
Signet Financial Management
New Jersey
$3K – – –
IFAM
335
Institutional & Family Asset Management
Colorado
$3K +$1.02K +17 +52%
DBT
336
Dubuque Bank & Trust
Iowa
$3K +$3K +39 New
APA
337
American Portfolios Advisors
New York
$2.59K -$6.29K -97 -71%
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$39.4K -630 -95%
ML
339
McAdam LLC
Pennsylvania
$2K -$105 -2 -5%
AWM
340
Avior Wealth Management
Nebraska
$2K – – –
CAGAS
341
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
OIA
342
OneDigital Investment Advisors
Kansas
$2K – – –
GWS
343
Glassman Wealth Services
Virginia
$2K +$1.23K +16 +160%
WAP
344
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +29 New
B
345
Bridgeworth
Alabama
$2K +$2K +46 New
BC
346
Bartlett & Co
Ohio
$1K – – –
EARNEST Partners
347
EARNEST Partners
Georgia
$1K – – –
DSI
348
Daiwa SB Investments
Japan
$1K +$1K +20 New
BCWM
349
Bartlett & Co Wealth Management
Ohio
$912 – – –
AIL
350
AGF Investments LLC
Ontario, Canada
$23 +$23 +356 New
12 13
14
15 16