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EPR Properties
EPR

Overview Fund Activity

416 hedge funds and large institutions have $4.94B invested in EPR Properties in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 160 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
9.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
53
Increased
160
Reduced
120
Closed
42
Calls
$13.7M
Puts
$15.3M
Net Calls
-$1.52M
Net Calls Change
-$2.23M

Top Buyers

1
Invesco
Invesco
Georgia
$235M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$65.1M
3
RJA
Raymond James & Associates
Florida
$32.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$19.1M
5
State Street
State Street
Massachusetts
$242M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
BlackRock
BlackRock
New York
$696M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$80.2M
4
Ameriprise
Ameriprise
Minnesota
$16.7M
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$77K – – –
PCP
327
Proficio Capital Partners
Massachusetts
$72K +$1.41K +19 +2%
CAL
328
Capital Analysts LLC
Pennsylvania
$68K +$742 +10 +1%
S
329
SignatureFD
Georgia
$59K -$7.33K -98 -11%
FIB
330
First Interstate Bank
Montana
$57K +$25.4K +342 +81%
BWM
331
BerganKDV Wealth Management
Minnesota
$56K -$58K – –
LM
332
Legg Mason
Maryland
$55K – – –
QCG
333
Quadrant Capital Group
Ohio
$54K +$26.2K +367 +94%
TAIM
334
TD Ameritrade Investment Management
Nebraska
$53K -$11.3K -152 -18%
CIAS
335
Capital Investment Advisory Services
North Carolina
$44K +$6.17K +83 +16%
AF
336
Advisornet Financial
Minnesota
$39K +$225 +3 +0.6%
NC
337
NewSquare Capital
Pennsylvania
$39K +$39K +523 New
LWA
338
Lenox Wealth Advisors
New York
$37K -$7.3K -98 -16%
PGAM
339
Princeton Global Asset Management
New Jersey
$37K – – –
RFM
340
Royal Fund Management
Florida
$36K +$73 +1 +0.2%
RCAG
341
Rehmann Capital Advisory Group
Michigan
$35.4K +$2.91K +39 +9%
PFGIA
342
Patriot Financial Group Insurance Agency
Massachusetts
$35K -$7.06K -95 -17%
BFEC
343
Benjamin F. Edwards & Company
Missouri
$35K – – –
PFBT
344
Parkside Financial Bank & Trust
Missouri
$33K – – –
DSC
345
Duncker Streett & Co
Missouri
$32K – – –
HNB
346
Huntington National Bank
Ohio
$30K +$74 +1 +0.2%
Rockefeller Capital Management
347
Rockefeller Capital Management
New York
$30K +$9.34K +127 +45%
LC
348
Lindbrook Capital
California
$29K – – –
PI
349
PineBridge Investments
New York
$28K – – –
FHA
350
Flagship Harbor Advisors
Massachusetts
$28K – – –
12 13
14
15 16