EPR icon

EPR Properties
EPR

Overview Fund Activity

361 hedge funds and large institutions have $2.38B invested in EPR Properties in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
146
Reduced
97
Closed
45
Calls
$15M
Puts
$16.9M
Net Calls
-$1.92M
Net Calls Change
+$2.95M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.6M
2
Millennium Management
Millennium Management
New York
$25.6M
3
American Century Companies
American Century Companies
Missouri
$48.1M
4
Northern Trust
Northern Trust
Illinois
$37.4M
5
LSV Asset Management
LSV Asset Management
Illinois
$50M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Invesco
Invesco
Georgia
$27.2M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
326
Moisand Fitzgerald Tamayo
Florida
$4.92K – – –
QC
327
Quent Capital
New York
$4.7K – – –
FFA
328
Farther Finance Advisors
California
$4.65K -$664 -15 -13%
TCM
329
TD Capital Management
Tennessee
$4.46K – – –
PFBT
330
Parkside Financial Bank & Trust
Missouri
$4.12K +$664 +15 +19%
CA
331
Centerpoint Advisors
Massachusetts
$4K – – –
WWP
332
WR Wealth Planners
Missouri
$3.83K +$1.11K +25 +41%
LI
333
LRI Investments
Florida
$3.32K – – –
MTIC
334
Missouri Trust & Investment Company
Missouri
$3.32K – – –
WBC
335
West Branch Capital
Massachusetts
$3.01K – – –
TCOV
336
Trust Company of Vermont
Vermont
$2.92K – – –
MPWT
337
MassMutual Private Wealth & Trust
Connecticut
$2.44K +$2.35K +53 +2,650%
CT
338
Colonial Trust
South Carolina
$2.44K +$2.44K +55 New
PA
339
PSI Advisors
Florida
$2.21K -$7.93K -179 -78%
SWM
340
Sanctuary Wealth Management
Idaho
$1.51K +$1.51K +34 New
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$1.46K – – –
BGAI
342
Bruce G. Allen Investments
Colorado
$1.37K – – –
MHIP
343
Mountain Hill Investment Partners
New Jersey
$1.2K +$1.2K +27 New
AIC
344
Archer Investment Corporation
Indiana
$1.17K – – –
W
345
WealthCollab
Washington
$1.11K +$1.11K +25 New
DRP
346
Decker Retirement Planning
Utah
$1.06K +$1.06K +24 New
SO
347
Sierra Ocean
California
$1.02K +$1.02K +23 New
TFGT
348
TS Financial Group (TSFG)
Illinois
$1K – – –
RBC
349
Roble Belko & Company
Pennsylvania
$1K +$36 +1 +4%
S
350
Sachetta
Massachusetts
$975 +$975 +22 New
12 13
14
15 16