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EPR Properties
EPR

Overview Fund Activity

325 hedge funds and large institutions have $2.25B invested in EPR Properties in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 133 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
133
Reduced
101
Closed
37
Calls
$17.5M
Puts
$94.3M
Net Calls
-$76.8M
Net Calls Change
-$45.2M

Top Buyers

1
BlackRock
BlackRock
New York
$430M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$13.5M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$8.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$440M
5
ECM
ExodusPoint Capital Management
New York
$5.07M

Top Sellers

1
DCM
Discovery Capital Management
Connecticut
$0
2
Barclays
Barclays
United Kingdom
$780K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.15M
4
Goldman Sachs
Goldman Sachs
New York
$19.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$80K
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
326
Balyasny Asset Management
Illinois
– -$1.65M -43,748 Closed
MAM
327
Martingale Asset Management
Massachusetts
– -$1.34M -35,530 Closed
Man Group
328
Man Group
United Kingdom
– -$1.09M -28,879 Closed
FRM
329
Fox Run Management
Connecticut
– -$734K -19,472 Closed
Two Sigma Advisers
330
Two Sigma Advisers
New York
– -$400K -10,600 Closed
Voloridge Investment Management
331
Voloridge Investment Management
Florida
– -$393K -10,407 Closed
OTL
332
Oak Thistle LLC
New York
– -$381K -10,102 Closed
Tudor Investment Corp
333
Tudor Investment Corp
Connecticut
– -$371K -9,839 Closed
WG
334
Winton Group
United Kingdom
– -$360K -9,556 Closed
SCM
335
Schnieders Capital Management
California
– -$317K -8,412 Closed
Neuberger Berman Group
336
Neuberger Berman Group
New York
– -$295K -7,826 Closed
MML Investors Services
337
MML Investors Services
Massachusetts
– -$277K -7,335 Closed
BC
338
Bridgefront Capital
Texas
– -$260K -6,893 Closed
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
– -$234K -6,210 Closed
Cerity Partners
340
Cerity Partners
New York
– -$203K -5,372 Closed
PMEF
341
Point72 Middle East FZE
United Arab Emirates
– -$59.5K -1,577 Closed
AWM
342
Activest Wealth Management
Florida
– -$49K -1,300 Closed
SOW
343
State of Wyoming
Wyoming
– -$28.6K -758 Closed
AWM
344
Accurate Wealth Management
Florida
– -$25.4K -678 Closed
DWA
345
Delos Wealth Advisors
Texas
– -$18.9K -500 Closed
OWA
346
One Wealth Advisors
California
– -$12.7K -336 Closed
DFCM
347
Dark Forest Capital Management
Puerto Rico
– -$8.86K -235 Closed
FWA
348
Freedom Wealth Alliance
Wisconsin
– -$7.54K -200 Closed
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
– -$7K -193 Closed
LWP
350
Laurel Wealth Planning
Minnesota
– -$4.3K -114 Closed
11 12 13
14
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