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EPR Properties
EPR

Overview Fund Activity

416 hedge funds and large institutions have $4.94B invested in EPR Properties in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 160 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
9.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
53
Increased
160
Reduced
120
Closed
42
Calls
$13.7M
Puts
$15.3M
Net Calls
-$1.52M
Net Calls Change
-$2.23M

Top Buyers

1
Invesco
Invesco
Georgia
$235M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$65.1M
3
RJA
Raymond James & Associates
Florida
$32.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$19.1M
5
State Street
State Street
Massachusetts
$242M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
BlackRock
BlackRock
New York
$696M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$80.2M
4
Ameriprise
Ameriprise
Minnesota
$16.7M
5
CC
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
351
Doyle Wealth Management
Florida
$28K +$28K +375 New
TWA
352
TCI Wealth Advisors
Arizona
$26K – – –
KTC
353
Kistler-Tiffany Companies
Pennsylvania
$25K – – –
CFD
354
Creative Financial Designs
Indiana
$25K +$3.66K +48 +17%
PFC
355
Phocas Financial Corp
California
$25K +$25K +331 New
JWM
356
Janiczek Wealth Management
Colorado
$24K +$24K +320 New
SPIA
357
Steward Partners Investment Advisory
New York
$24K +$24K +328 New
VNA
358
Valley National Advisers
Pennsylvania
$22K – – –
AW
359
Alpha Windward
Massachusetts
$19K -$534 -7 -3%
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$19K +$14.6K +200 +333%
TCM
361
Tradewinds Capital Management
Washington
$18K -$1.9K -26 -10%
Fuller & Thaler Asset Management
362
Fuller & Thaler Asset Management
California
$18K – – –
APC
363
Aspire Private Capital
North Carolina
$17K – – –
CFB
364
Cullen/Frost Bankers
Texas
$17K +$17K +226 New
NFG
365
Next Financial Group
Texas
$16K – – –
BC
366
Barnett & Company
Tennessee
$15K – – –
ASN
367
Advisory Services Network
Georgia
$14K -$10.5K -145 -43%
QCIG
368
Quad-Cities Investment Group
Iowa
$14K – – –
FPFS
369
First Personal Financial Services
North Carolina
$14K -$15K – –
MAM
370
Meeder Asset Management
Ohio
$14K +$14K +191 New
PWMG
371
Prestige Wealth Management Group
New Jersey
$13K -$12.7K -172 -49%
Northwestern Mutual Wealth Management
372
Northwestern Mutual Wealth Management
Wisconsin
$13K -$3.56K -49 -21%
WTC
373
WhitTier Trust Company
Nevada
$13K – – –
SIS
374
Sound Income Strategies
Florida
$13K – – –
VCM
375
Versant Capital Management
Arizona
$12K -$11.9K -160 -50%
13 14
15
16 17