EPR icon

EPR Properties
EPR

Overview Fund Activity

403 hedge funds and large institutions have $5.04B invested in EPR Properties in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 150 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
150
Reduced
126
Closed
50
Calls
$11.5M
Puts
$14.7M
Net Calls
-$3.2M
Net Calls Change
-$1.68M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$56.1M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$30.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
$916M
4
CC
Carlson Capital
Texas
$11.9M
5
SAM
Securian Asset Management
Minnesota
$10.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$12.4M
2
Goldman Sachs
Goldman Sachs
New York
$41.4M
3
AllianceBernstein
AllianceBernstein
Tennessee
$32.3M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$52.8M
5
PPA
Parametric Portfolio Associates
Washington
$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
351
Prestige Wealth Management Group
New Jersey
$14K – – –
MSFP
352
Mark Sheptoff Financial Planning
Connecticut
$14K +$14K +180 New
WTC
353
WhitTier Trust Company
Nevada
$13K – – –
SIS
354
Sound Income Strategies
Florida
$13K – – –
AIM
355
Anchor Investment Management
South Carolina
$11.9K – – –
APA
356
American Portfolios Advisors
New York
$11.9K +$384 +5 +3%
CFGS
357
Concourse Financial Group Securities
Alabama
$11K -$284K -3,721 -96%
AIM
358
Advantage Investment Management
Iowa
$11K – – –
MWNA
359
Marshall Wace North America
New York
$11K +$11K +149 New
GI
360
Gradient Investments
Minnesota
$10K – – –
LWANC
361
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
VCM
362
Versant Capital Management
Arizona
$9K -$2.69K -37 -23%
MFT
363
Moisand Fitzgerald Tamayo
Florida
$9K – – –
AF
364
Allworth Financial
California
$9K +$76 +1 +0.9%
WT
365
Whittier Trust
California
$9K +$9K +111 New
CAC
366
Certified Advisory Corp
Florida
$8K – – –
JCM
367
Jacobi Capital Management
Pennsylvania
$8K +$148 +2 +2%
VNA
368
Valley National Advisers
Pennsylvania
$8K +$8K +100 New
MAM
369
Meeder Asset Management
Ohio
$7K -$8.19K -103 -54%
OSAM
370
O'Shaughnessy Asset Management
Connecticut
$7K -$233 -3 -3%
SIM
371
Sonora Investment Management
Arizona
$7K – – –
SF
372
Synovus Financial
Georgia
$6K +$6K +81 New
GT
373
Glenmede Trust
Pennsylvania
$5.86K – – –
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$5K -$16.7K -200 -77%
SCA
375
Stonebridge Capital Advisors
Minnesota
$5K -$645 -8 -11%
13 14
15
16 17