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EPR Properties
EPR

Overview Fund Activity

325 hedge funds and large institutions have $2.45B invested in EPR Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
115
Reduced
119
Closed
42
Calls
$14.9M
Puts
$36.7M
Net Calls
-$21.8M
Net Calls Change
-$23.3M

Top Buyers

1
RIM
Rush Island Management
New York
$42.6M
2
Prudential Financial
Prudential Financial
New Jersey
$39.5M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.9M
4
Group One Trading
Group One Trading
Illinois
$8.92M
5
Renaissance Technologies
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
BlackRock
BlackRock
New York
$422M
3
HRES
Heitman Real Estate Securities
Illinois
$0
4
WCP
Waterfront Capital Partners
New York
$34.9M
5
Cohen & Steers
Cohen & Steers
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
326
Citadel Advisors
Florida
– -$22.3M -476,641 Closed
HRES
327
Heitman Real Estate Securities
Illinois
– -$15.7M -335,523 Closed
Axa
328
Axa
France
– -$2.82M -60,300 Closed
OSAM
329
O'Shaughnessy Asset Management
Connecticut
– -$1.55M -33,093 Closed
IG
330
ING Group
Netherlands
– -$1.43M -30,500 Closed
Holocene Advisors
331
Holocene Advisors
New York
– -$1.34M -28,586 Closed
CM
332
Caption Management
Oklahoma
– -$1M -21,400 Closed
ERSOT
333
Employees Retirement System of Texas
Texas
– -$702K -15,000 Closed
SPA
334
Sherbrooke Park Advisers
New York
– -$574K -12,255 Closed
BRWA
335
B. Riley Wealth Advisors
Florida
– -$411K -8,737 Closed
Acadian Asset Management
336
Acadian Asset Management
Massachusetts
– -$373K -7,985 Closed
EGM
337
Engineers Gate Manager
New York
– -$353K -7,540 Closed
WAP
338
Wealthcare Advisory Partners
Pennsylvania
– -$347K -7,405 Closed
JFG
339
Jefferies Financial Group
New York
– -$336K -7,177 Closed
SCM
340
Stevens Capital Management
Pennsylvania
– -$285K -6,098 Closed
NW
341
Naviter Wealth
Arkansas
– -$281K -5,974 Closed
CC
342
Cipher Capital
New York
– -$270K -5,775 Closed
BC
343
Bridgefront Capital
Texas
– -$268K -5,725 Closed
JSC
344
Jackson Square Capital
California
– -$248K -5,309 Closed
CFG
345
Cooper Financial Group
California
– -$239K -5,106 Closed
Wolverine Trading
346
Wolverine Trading
Illinois
– -$237K -5,044 Closed
William Blair & Company
347
William Blair & Company
Illinois
– -$232K -4,965 Closed
RSWM
348
Robertson Stephens Wealth Management
California
– -$221K -4,703 Closed
AAS
349
Avantax Advisory Services
Texas
– -$215K -4,587 Closed
Two Sigma Investments
350
Two Sigma Investments
New York
– -$215K -4,585 Closed
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14
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