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EPR Properties
EPR

Overview Fund Activity

348 hedge funds and large institutions have $2.28B invested in EPR Properties in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
5.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
157
Reduced
92
Closed
40
Calls
$17.6M
Puts
$32.4M
Net Calls
-$14.8M
Net Calls Change
-$11.2M

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$21.4M
2
Millennium Management
Millennium Management
New York
$21.6M
3
BlackRock
BlackRock
New York
$429M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27M
5
Renaissance Technologies
Renaissance Technologies
New York
$40.5M

Top Sellers

1
Invesco
Invesco
Georgia
$101M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.33M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Prudential Financial
Prudential Financial
New Jersey
$5.75M
5
Morgan Stanley
Morgan Stanley
New York
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
351
ExodusPoint Capital Management
New York
– -$3.81M -78,540 Closed
OCBCO
352
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$2.16M -44,483 Closed
SPS
353
Susquehanna Portfolio Strategies
Pennsylvania
– -$1.92M -39,582 Closed
SDIC
354
South Dakota Investment Council
South Dakota
– -$1.17M -24,142 Closed
PMEF
355
Point72 Middle East FZE
United Arab Emirates
– -$975K -20,124 Closed
Voloridge Investment Management
356
Voloridge Investment Management
Florida
– -$694K -14,324 Closed
FC
357
FORA Capital
Florida
– -$668K -13,778 Closed
ET
358
Entropy Technologies
New York
– -$618K -12,749 Closed
AC
359
Allstate Corporation
Illinois
– -$601K -12,408 Closed
BPCE
360
Bank Pictet & Cie (Europe)
Germany
– -$520K -10,737 Closed
NYLIM
361
New York Life Investment Management
New York
– -$439K -9,065 Closed
AWM
362
AE Wealth Management
Kansas
– -$380K -8,429 Closed
Mackenzie Financial
363
Mackenzie Financial
Ontario, Canada
– -$362K -7,465 Closed
MWPCG
364
Measured Wealth Private Client Group
New Hampshire
– -$317K -6,535 Closed
CC
365
Corton Capital
Ontario, Canada
– -$271K -5,599 Closed
SPC
366
Sigma Planning Corp
Michigan
– -$255K -5,255 Closed
ACA
367
Atlas Capital Advisors
Wyoming
– -$236K -4,872 Closed
CAPTRUST Financial Advisors
368
CAPTRUST Financial Advisors
North Carolina
– -$231K -4,770 Closed
William Blair & Company
369
William Blair & Company
Illinois
– -$231K -4,765 Closed
SCM
370
Schnieders Capital Management
California
– -$226K -4,662 Closed
AAS
371
Avantax Advisory Services
Texas
– -$225K -4,651 Closed
CFG
372
Cooper Financial Group
California
– -$219K -4,515 Closed
FTDI
373
First Trust Direct Indexing
Massachusetts
– -$212K -4,385 Closed
EP
374
Edgestream Partners
New Jersey
– -$207K -4,282 Closed
URS
375
Utah Retirement Systems
Utah
– -$200K -4,138 Closed
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