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EPR Properties
EPR

Overview Fund Activity

325 hedge funds and large institutions have $2.45B invested in EPR Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 42 closing their positions.

Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
115
Reduced
119
Closed
42
Calls
$14.9M
Puts
$36.7M
Net Calls
-$21.8M
Net Calls Change
-$23.3M

Top Buyers

1
RIM
1
Rush Island Management
New York
$42.6M
2
Prudential Financial
2
Prudential Financial
New Jersey
$39.5M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.9M
4
Group One Trading
4
Group One Trading
Illinois
$8.92M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
BlackRock
2
BlackRock
New York
$422M
3
HRES
3
Heitman Real Estate Securities
Illinois
$0
4
WCP
4
Waterfront Capital Partners
New York
$34.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
FTDI
351
First Trust Direct Indexing
Massachusetts
– – -4,434 Closed
ProShare Advisors
352
ProShare Advisors
Maryland
– – -4,398 Closed
AIA
353
Arrow Investment Advisors
Maryland
– – -4,338 Closed
MGP
354
Metis Global Partners
California
– – -4,296 Closed
Parallax Volatility Advisers
355
Parallax Volatility Advisers
California
– – -1,509 Closed
AP
356
Arlington Partners
Alabama
– – -215 Closed
HIIFS
357
Harel Insurance Investments & Financial Services
Israel
– – -180 Closed
KFI
358
Key Financial Inc
Pennsylvania
– – -94 Closed
WP
359
WealthPLAN Partners
Nebraska
– – -54 Closed
FGAM
360
Financial Gravity Asset Management
Texas
– – -47 Closed
SS
361
Sunbelt Securities
Texas
– – -31 Closed
PI
362
PEAK6 Investments
Illinois
– – -28 Closed
TPCW
363
TD Private Client Wealth
New York
– – -25 Closed
BCWM
364
Bartlett & Co Wealth Management
Ohio
– – -14 Closed
BC
365
Bartlett & Co
Ohio
– – -14 Closed
PVH
366
Psagot Value Holdings
Israel
– – -13 Closed
PCM
367
Prelude Capital Management
New York
– – – –
SM
368
Skaana Management
New York
– – – –
DG
369
DigitalBridge Group
Florida
– – – –
Simplex Trading
370
Simplex Trading
Illinois
– – – –
Tudor Investment Corp
371
Tudor Investment Corp
Connecticut
– – – –
TSS
372
Two Sigma Securities
New York
– – – –
AW
373
Avion Wealth
Texas
$0 36 +12 +50%
11 12 13 14
15