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EPR Properties
EPR

Overview Fund Activity

351 hedge funds and large institutions have $2.76B invested in EPR Properties in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
116
Reduced
115
Closed
27
Calls
$12.2M
Puts
$15.8M
Net Calls
-$3.65M
Net Calls Change
+$18.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$12.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.7M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
WCP
3
Waterfront Capital Partners
New York
$0
4
Millennium Management
4
Millennium Management
New York
$9.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
351
Rush Island Management
New York
– -$42.6M -1,026,081 Closed
CIMLRA
352
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$37.9M -912,073 Closed
WCP
353
Waterfront Capital Partners
New York
– -$34.9M -841,000 Closed
Cohen & Steers
354
Cohen & Steers
New York
– -$15.2M -364,746 Closed
Group One Trading
355
Group One Trading
Illinois
– -$8.92M -214,673 Closed
UOC
356
UBS O'Connor
Illinois
– -$6.29M -151,439 Closed
BGIM
357
Brandywine Global Investment Management
Pennsylvania
– -$2.86M -68,908 Closed
SFI
358
Susquehanna Fundamental Investments
Pennsylvania
– -$1.23M -29,591 Closed
JSL
359
JT Stratford LLC
Georgia
– -$1,000K -24,066 Closed
MYAM
360
Meiji Yasuda Asset Management
Japan
– -$866K -20,845 Closed
IAIM
361
International Assets Investment Management
Florida
– -$35.9K -16,010 Closed
HF
362
HRT Financial
New York
– -$599K -14,429 Closed
ICA
363
Infrastructure Capital Advisors
New York
– -$615K -8,146 Closed
D.E. Shaw & Co
364
D.E. Shaw & Co
New York
– -$327K -7,865 Closed
FFN
365
Focus Financial Network
Minnesota
– -$317K -7,586 Closed
IA
366
IAM Advisory
Pennsylvania
– -$267K -6,417 Closed
LFA
367
LGT Financial Advisors
Texas
– -$37.8K -910 Closed
SOW
368
State of Wyoming
Wyoming
– -$35K -842 Closed
CG
369
Cutler Group
California
– -$19K -466 Closed
BAAM
370
Baker Avenue Asset Management
California
– -$10.1K -243 Closed
BF
371
BOK Financial
Oklahoma
– -$4.74K -111 Closed
AA
372
AlphaMark Advisors
Kentucky
– -$2K -51 Closed
CCP
373
Carmel Capital Partners
California
– -$1.75K -42 Closed
EARNEST Partners
374
EARNEST Partners
Georgia
– -$831 -20 Closed
Legacy Financial Group (Iowa)
375
Legacy Financial Group (Iowa)
Iowa
– -$540 -13 Closed
12 13 14
15
16