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EPR Properties
EPR

Overview Fund Activity

403 hedge funds and large institutions have $5.04B invested in EPR Properties in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 150 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
150
Reduced
126
Closed
50
Calls
$11.5M
Puts
$14.7M
Net Calls
-$3.2M
Net Calls Change
-$1.68M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$30.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$916M
4
CC
4
Carlson Capital
Texas
$11.9M
5
SAM
5
Securian Asset Management
Minnesota
$10.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$12.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$41.4M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$32.3M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$52.8M
5
PPA
5
Parametric Portfolio Associates
Washington
$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
326
Lenox Wealth Advisors
New York
$38K – – –
BFEC
327
Benjamin F. Edwards & Company
Missouri
$37K – – –
RFM
328
Royal Fund Management
Florida
$37K – – –
RCAG
329
Rehmann Capital Advisory Group
Michigan
$36.4K – – –
PFBT
330
Parkside Financial Bank & Trust
Missouri
$34K – – –
KTC
331
Kistler-Tiffany Companies
Pennsylvania
$34K +$7.8K +100 +30%
TWA
332
TCI Wealth Advisors
Arizona
$33K +$6.08K +79 +23%
HNB
333
Huntington National Bank
Ohio
$31K – – –
LC
334
Lindbrook Capital
California
$30K – – –
PI
335
PineBridge Investments
New York
$29K – – –
FHA
336
Flagship Harbor Advisors
Massachusetts
$29K – – –
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$28K +$14.4K +190 +106%
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$25K -$11.2K -146 -31%
CFD
339
Creative Financial Designs
Indiana
$20K -$5.63K -72 -22%
AW
340
Alpha Windward
Massachusetts
$19K – – –
APC
341
Aspire Private Capital
North Carolina
$18K -$17K -228 Closed
Fuller & Thaler Asset Management
342
Fuller & Thaler Asset Management
California
$18K – – –
PO
343
Private Ocean
California
$17K +$17K +211 New
AP
344
Arlington Partners
Alabama
$17K +$17K +215 New
QCIG
345
Quad-Cities Investment Group
Iowa
$16K – – –
NFG
346
Next Financial Group
Texas
$15K -$1.43K -19 -9%
BC
347
Barnett & Company
Tennessee
$15K – – –
CIA
348
CSat Investment Advisory
Michigan
$15K +$3.09K +40 +26%
PCG
349
Private Capital Group
Connecticut
$14K -$113K -1,497 -89%
ASN
350
Advisory Services Network
Georgia
$14K – – –
12 13
14
15 16