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EPR Properties
EPR

Overview Fund Activity

348 hedge funds and large institutions have $4.37B invested in EPR Properties in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
7.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
48
Increased
125
Reduced
108
Closed
27
Calls
$22.5M
Puts
$24.2M
Net Calls
-$1.75M
Net Calls Change
+$2.72M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
$90M
2
Principal Financial Group
Principal Financial Group
Iowa
$396M
3
Fidelity International
Fidelity International
Bermuda
$38.9M
4
BlackRock
BlackRock
New York
$553M
5
SI
Scout Investments
Missouri
$46.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$307M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$184M
3
GT
Glenmede Trust
Pennsylvania
$1.91M
4
Vanguard Group
Vanguard Group
Pennsylvania
$686M
5
WCM
Wedge Capital Management
North Carolina
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
351
Avalon Investment & Advisory
Texas
– -$10.4M -187,414 Closed
ESCM
352
Echo Street Capital Management
New York
– -$7.73M -139,517 Closed
Robeco Institutional Asset Management
353
Robeco Institutional Asset Management
Netherlands
– -$1.88M -33,928 Closed
PG
354
PEAK6 Group
Illinois
– -$825K -14,895 Closed
TF
355
TIAA FSB
Florida
– -$825K -14,886 Closed
Lido Advisors
356
Lido Advisors
California
– -$720K -13,000 Closed
Holocene Advisors
357
Holocene Advisors
New York
– -$588K -10,605 Closed
VIA
358
Vident Investment Advisory
Georgia
– -$482K -8,784 Closed
AWCI
359
Alpine Woods Capital Investors
New York
– -$416K -7,512 Closed
FIM
360
Freedom Investment Management
Connecticut
– -$353K -6,375 Closed
HighTower Advisors
361
HighTower Advisors
Illinois
– -$347K -6,220 Closed
RG
362
Renaissance Group
Kentucky
– -$313K -5,658 Closed
WG
363
Winton Group
United Kingdom
– -$233K -4,197 Closed
MF
364
Magnetar Financial
Illinois
– -$229K -4,137 Closed
TG
365
TLP Group
Illinois
– -$226K -4,073 Closed
MCWS
366
McKinley Carter Wealth Services
West Virginia
– -$120K -2,168 Closed
WDL
367
Well Done LLC
Michigan
– -$45K -816 Closed
IWM
368
IHT Wealth Management
Illinois
– -$36K -659 Closed
SWP
369
Stratos Wealth Partners
Ohio
– -$34K -609 Closed
IUHSA
370
Itau Unibanco Holding S.A.
Brazil
– -$32K -586 Closed
VIA
371
Vantage Investment Advisors
Pennsylvania
– -$12K -220 Closed
APP
372
Avantax Planning Partners
Iowa
– -$11K -200 Closed
IIC
373
Integrated Investment Consultants
Michigan
– -$8K -150 Closed
AWA
374
Acorn Wealth Advisors
Michigan
– -$8K -138 Closed
HFM
375
Hartford Financial Management
Connecticut
– -$6K -115 Closed
12 13 14
15
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