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EPR Properties
EPR

Overview Fund Activity

425 hedge funds and large institutions have $4.72B invested in EPR Properties in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 130 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+22
Holders Change %
+5.46%
% of All Funds
8.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
71
Increased
144
Reduced
130
Closed
39
Calls
$13.4M
Puts
$35.9M
Net Calls
-$22.5M
Net Calls Change
-$19.3M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$74.6M
2
BlackRock
2
BlackRock
New York
$702M
3
Invesco
3
Invesco
Georgia
$248M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$26.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$74.1M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$14.5M
2
State Street
2
State Street
Massachusetts
$209M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$127M
4
MAM
4
Martingale Asset Management
Massachusetts
$6.13M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
326
Parallel Advisors
California
$80K -$1.2K -17 -1%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$77K – – –
TAIM
328
TD Ameritrade Investment Management
Nebraska
$75K +$11.3K +159 +18%
S
329
SignatureFD
Georgia
$72K +$16.7K +236 +30%
MWA
330
Moser Wealth Advisors
Washington
$70K +$70K +995 New
HNB
331
Huntington National Bank
Ohio
$68K +$39.5K +563 +138%
CAL
332
Capital Analysts LLC
Pennsylvania
$64K -$639 -9 -1%
CG
333
Cutler Group
California
$58K -$55.5K -789 -49%
BWM
334
BerganKDV Wealth Management
Minnesota
$53K – – –
Chevy Chase Trust
335
Chevy Chase Trust
Maryland
$52K +$52K +737 New
LM
336
Legg Mason
Maryland
$51K – – –
NSIM
337
North Star Investment Management
Illinois
$51K +$71 +1 +0.1%
QCG
338
Quadrant Capital Group
Ohio
$49K – – –
EW
339
Evoke Wealth
California
$48.2K – – –
FL
340
Fort LP
Maryland
$48K -$1.56K -22 -3%
AF
341
Advisornet Financial
Minnesota
$45K +$4.39K +62 +11%
TCWM
342
Total Clarity Wealth Management
Illinois
$37K +$37K +525 New
SFS
343
Sowell Financial Services
Arkansas
$36K -$23.9K -340 -40%
SPIA
344
Steward Partners Investment Advisory
New York
$36K -$413 -6 -1%
LWA
345
Lenox Wealth Advisors
New York
$35K – – –
BFEC
346
Benjamin F. Edwards & Company
Missouri
$35K +$1.41K +20 +4%
RFM
347
Royal Fund Management
Florida
$34K – – –
ASN
348
Advisory Services Network
Georgia
$34K +$20.3K +286 +147%
CBT
349
Capital Bank & Trust
California
$34K +$34K +479 New
SBL
350
Sargent Bickham Lagudis
Colorado
$32K +$32K +455 New
12 13
14
15 16