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EPR Properties
EPR

Overview Fund Activity

352 hedge funds and large institutions have $2.59B invested in EPR Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
124
Reduced
140
Closed
44
Calls
$15.3M
Puts
$20.2M
Net Calls
-$4.87M
Net Calls Change
-$1.14M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$36.8M
2
UBS AM
UBS AM
Illinois
$22.4M
3
PCM
Penn Capital Management
Pennsylvania
$14M
4
CIM
Centersquare Investment Management
Pennsylvania
$13.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.6M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
AQR Capital Management
AQR Capital Management
Connecticut
$39M
3
Millennium Management
Millennium Management
New York
$11.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22.3M
5
Morgan Stanley
Morgan Stanley
New York
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
326
Capital Advisors Ltd
Ohio
$4K – – –
CA
327
Centerpoint Advisors
Massachusetts
$4K +$4K +80 New
PFBT
328
Parkside Financial Bank & Trust
Missouri
$3.83K – – –
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$3.78K – – –
MTIC
330
Missouri Trust & Investment Company
Missouri
$3.68K – – –
FFA
331
Frazier Financial Advisors
Ohio
$3.63K +$3.63K +74 New
WBC
332
West Branch Capital
Massachusetts
$3.34K – – –
LI
333
LRI Investments
Florida
$3.32K – – –
TCOV
334
Trust Company of Vermont
Vermont
$3.24K +$3.24K +66 New
WWP
335
WR Wealth Planners
Missouri
$2.97K +$97 +2 +3%
FMII
336
Farmers & Merchants Investments Inc
Nebraska
$1.62K – – –
BGAI
337
Bruce G. Allen Investments
Colorado
$1.52K – – –
AIC
338
Archer Investment Corporation
Indiana
$1.27K +$49 +1 +4%
TFGT
339
TS Financial Group (TSFG)
Illinois
$1K – – –
FMP
340
Financial Management Professionals
Texas
$1K – – –
RBC
341
Roble Belko & Company
Pennsylvania
$1K +$593 +16 +145%
GWSG
342
GPS Wealth Strategies Group
Colorado
$932 +$932 +19 New
GEA
343
Glen Eagle Advisors
New Jersey
$861 +$48 +1 +6%
AWM
344
Avior Wealth Management
Nebraska
$686 +$686 +14 New
UB
345
UMB Bank
Missouri
$441 – – –
FP
346
Financial Perspectives
Minnesota
$392 – – –
MCM
347
MV Capital Management
Maryland
$344 +$98 +2 +40%
CPG
348
Cornerstone Planning Group
New Jersey
$328 +$328 +7 New
DF
349
Dunhill Financial
United Kingdom
$242 +$242 +5 New
CAM
350
Creekmur Asset Management
Illinois
$196 – – –
12 13
14
15 16