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EPR Properties
EPR

Overview Fund Activity

319 hedge funds and large institutions have $2.13B invested in EPR Properties in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 115 increasing their positions, 113 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-15
Holders Change %
-4.49%
% of All Funds
5.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
39
Increased
115
Reduced
113
Closed
49
Calls
$19.1M
Puts
$14.6M
Net Calls
+$4.48M
Net Calls Change
+$5M

Top Buyers

1
RIM
1
Rush Island Management
New York
$40.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$44.9M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$18.8M
4
DCM
4
Discovery Capital Management
Connecticut
$16.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$23.7M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$19M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$4.62M
3
BC
3
Brookfield Corp
Ontario, Canada
$32.5M
4
PCM
4
Peregrine Capital Management
Minnesota
$0
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICA
326
Infrastructure Capital Advisors
New York
– -$635K -13,523 Closed
ATPW
327
Ashton Thomas Private Wealth
Arizona
– -$612K -13,034 Closed
Walleye Trading
328
Walleye Trading
New York
– -$418K -8,915 Closed
BBL
329
Beck Bode LLC
Massachusetts
– -$416K -8,856 Closed
William Blair & Company
330
William Blair & Company
Illinois
– -$388K -8,265 Closed
RWM
331
Ritholtz Wealth Management
New York
– -$372K -7,922 Closed
FRM
332
Fox Run Management
Connecticut
– -$309K -6,579 Closed
WA
333
Wealthstar Advisors
Texas
– -$247K -5,232 Closed
EVM
334
Eaton Vance Management
Massachusetts
– -$235K -5,005 Closed
PAM
335
Panagora Asset Management
Massachusetts
– -$234K -4,990 Closed
P
336
Pitcairn
Pennsylvania
– -$233K -4,975 Closed
RSWM
337
Robertson Stephens Wealth Management
California
– -$221K -4,700 Closed
AAS
338
Avantax Advisory Services
Texas
– -$208K -4,422 Closed
FTDI
339
First Trust Direct Indexing
Massachusetts
– -$207K -4,418 Closed
MA
340
Mutual Advisors
Nebraska
– -$202K -4,313 Closed
CL
341
CSS LLC
Illinois
– -$145K -3,090 Closed
GC
342
Globeflex Capital
California
– -$101K -2,153 Closed
PHK
343
Point72 Hong Kong
Hong Kong
– -$73K -1,546 Closed
COCM
344
Charter Oak Capital Management
New Hampshire
– -$67K -1,426 Closed
CIM
345
Centersquare Investment Management
Pennsylvania
– -$37K -789 Closed
Group One Trading
346
Group One Trading
Illinois
– -$35K -737 Closed
VVP
347
Venture Visionary Partners
Ohio
– -$29.3K -625 Closed
GWM
348
Geneos Wealth Management
Colorado
– -$25K -526 Closed
AIP
349
Ahrens Investment Partners
Louisiana
– -$24K -512 Closed
CCM
350
Chilton Capital Management
Texas
– -$19K -400 Closed
11 12 13
14
15