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EPR Properties
EPR

Overview Fund Activity

353 hedge funds and large institutions have $2.23B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+5
Holders Change %
+1.44%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
47
Increased
128
Reduced
129
Closed
38
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.74M
Net Calls Change
+$11.1M

Top Buyers

1
SA
1
Sycale Advisors
New York
$31.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$20.2M
3
ACM
3
Advisors Capital Management
New Jersey
$19.8M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$43.3M
5
BlackRock
5
BlackRock
New York
$441M

Top Sellers

1
Invesco
1
Invesco
Georgia
$43.6M
2
PI
2
PGGM Investments
Netherlands
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.4M
4
UBS AM
4
UBS AM
Illinois
$4.75M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
326
AlphaMark Advisors
Kentucky
$4K +$4K +100 New
SAM
327
Smartleaf Asset Management
Massachusetts
$3.8K +$3.17K +76 +507%
PFBT
328
Parkside Financial Bank & Trust
Missouri
$3.28K – – –
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$3.23K -$1.43K -34 -31%
LI
330
LRI Investments
Florida
$3.15K – – –
MTIC
331
Missouri Trust & Investment Company
Missouri
$3.15K – – –
CAL
332
Capital Advisors Ltd
Ohio
$3K +$1.13K +27 +60%
Bessemer Group
333
Bessemer Group
New Jersey
$3K +$3K +68 New
WBC
334
West Branch Capital
Massachusetts
$2.86K – – –
WWP
335
WR Wealth Planners
Missouri
$2.5K +$42 +1 +2%
CTWM
336
Cherry Tree Wealth Management
Minnesota
$2.48K – – –
TFF
337
The Family Firm
Maryland
$2.27K +$2.27K +54 New
GWP
338
Gen-Wealth Partners
Michigan
$1.68K – – –
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$1.39K – – –
BGAI
340
Bruce G. Allen Investments
Colorado
$1.3K +$504 +12 +63%
AFWM
341
Abich Financial Wealth Management
Virginia
$1.18K -$36.7K -874 -97%
AIC
342
Archer Investment Corporation
Indiana
$1.06K +$1.06K +25 New
FMP
343
Financial Management Professionals
Texas
$1K – – –
TFGT
344
TS Financial Group (TSFG)
Illinois
$1K – – –
GEA
345
Glen Eagle Advisors
New Jersey
$724 +$724 +17 New
JWM
346
Janiczek Wealth Management
Colorado
$630 – – –
CFGS
347
Concourse Financial Group Securities
Alabama
$549 -$3.42K -81 -86%
CSWM
348
Cassady Schiller Wealth Management
Ohio
$378 -$1.85K -44 -83%
UB
349
UMB Bank
Missouri
$378 -$1.34K -32 -78%
FP
350
Financial Perspectives
Minnesota
$336 – – –
12 13
14
15 16