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EPR Properties
EPR

Overview Fund Activity

351 hedge funds and large institutions have $2.76B invested in EPR Properties in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
116
Reduced
115
Closed
27
Calls
$12.2M
Puts
$15.8M
Net Calls
-$3.65M
Net Calls Change
+$18.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$12.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.7M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
WCP
3
Waterfront Capital Partners
New York
$0
4
Millennium Management
4
Millennium Management
New York
$9.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
326
VisionPoint Advisory Group
Texas
$4.12K -$2.28K -47 -36%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$3.78K -$2.91K -60 -43%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$3.73K – – –
MTIC
329
Missouri Trust & Investment Company
Missouri
$3.63K – – –
WBC
330
West Branch Capital
Massachusetts
$3.3K – – –
GWS
331
Glassman Wealth Services
Virginia
$3.05K – – –
CTWM
332
Cherry Tree Wealth Management
Minnesota
$2.86K – – –
CSWM
333
Cassady Schiller Wealth Management
Ohio
$2.57K – – –
RG
334
Retirement Group
California
$2.47K +$2.47K +51 New
FFA
335
Farther Finance Advisors
California
$2.28K +$1.21K +25 +114%
Robeco Institutional Asset Management
336
Robeco Institutional Asset Management
Netherlands
$2.04K +$2.04K +42 New
CAL
337
Capital Advisors Ltd
Ohio
$2K – – –
RFG
338
RFP Financial Group
Georgia
$1.65K – – –
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$1.6K – – –
AWM
340
Abound Wealth Management
Tennessee
$1.55K +$1.55K +32 New
AW
341
Avion Wealth
Texas
$1K -$2K -24 -67%
TFGT
342
TS Financial Group (TSFG)
Illinois
$1K – – –
RDIA
343
RE Dickinson Investment Advisors
Iowa
$1K – – –
FMP
344
Financial Management Professionals
Texas
$1K – – –
BGAI
345
Bruce G. Allen Investments
Colorado
$921 +$921 +19 New
JWM
346
Janiczek Wealth Management
Colorado
$727 – – –
QC
347
Quent Capital
New York
$581 – – –
FP
348
Financial Perspectives
Minnesota
$388 – – –
HI
349
Horizon Investments
North Carolina
$385 +$385 +8 New
VCM
350
Versant Capital Management
Arizona
$97 – – –
12 13
14
15 16