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EPR Properties
EPR

Overview Fund Activity

338 hedge funds and large institutions have $2.73B invested in EPR Properties in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
47
Increased
106
Reduced
124
Closed
31
Calls
$16.7M
Puts
$15.1M
Net Calls
+$1.53M
Net Calls Change
+$78.3M

Top Buyers

1
WCP
Waterfront Capital Partners
New York
$56.9M
2
Cohen & Steers
Cohen & Steers
New York
$28.9M
3
SSA
Schonfeld Strategic Advisors
New York
$15.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$15.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$26.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$22.3M
2
BlackRock
BlackRock
New York
$497M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3M
4
HRES
Heitman Real Estate Securities
Illinois
$15.7M
5
Goldman Sachs
Goldman Sachs
New York
$7.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDIA
326
RE Dickinson Investment Advisors
Iowa
$1K +$1K +17 New
EARNEST Partners
327
EARNEST Partners
Georgia
$936 – – –
VAG
328
VisionPoint Advisory Group
Texas
$796 +$796 +17 New
JWM
329
Janiczek Wealth Management
Colorado
$702 -$1.5K -32 -68%
BCWM
330
Bartlett & Co Wealth Management
Ohio
$659 – – –
QC
331
Quent Capital
New York
$562 – – –
FP
332
Financial Perspectives
Minnesota
$374 +$374 +8 New
HCP
333
Hexagon Capital Partners
Arkansas
$328 – – –
ECM
334
EMC Capital Management
Texas
$289 +$203 +7,192 +236%
ANBT
335
American National Bank & Trust
Texas
$187 – – –
VCM
336
Versant Capital Management
Arizona
$94 -$1.03K -22 -92%
WBC
337
Westpac Banking Corp
Australia
– -$10.3M -269,615 Closed
VLKIM
338
Van Lanschot Kempen Investment Management
Netherlands
– -$7.25M -190,200 Closed
Qube Research & Technologies (QRT)
339
Qube Research & Technologies (QRT)
United Kingdom
– -$3.15M -82,788 Closed
CCM
340
Cinctive Capital Management
New York
– -$2.74M -72,031 Closed
PI
341
PineBridge Investments
New York
– -$1.7M -44,618 Closed
VI
342
Vestcor Inc
New Brunswick, Canada
– -$1.65M -43,206 Closed
UOC
343
UBS O'Connor
Illinois
– -$1.24M -32,656 Closed
LIP
344
Lighthouse Investment Partners
Florida
– -$1.14M -30,000 Closed
CSS
345
Cubist Systematic Strategies
Connecticut
– -$1.02M -26,672 Closed
EWM
346
Empirical Wealth Management
Washington
– -$785K -20,604 Closed
Capital Fund Management (CFM)
347
Capital Fund Management (CFM)
France
– -$690K -18,106 Closed
E
348
Ergoteles
New York
– -$603K -15,819 Closed
MG
349
Mather Group
Illinois
– -$600K -15,756 Closed
DT
350
Diversified Trust
Tennessee
– -$432K -11,341 Closed
11 12 13
14
15