We are live on ! Find out more
EPR icon

EPR Properties
EPR

354 hedge funds and large institutions have $2.22B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

1% more funds holding

Funds holding: 351 → 354 (+3)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

3% less capital invested

Capital invested by funds: $2.28B → $2.22B (-$57.1M)

1.04% less ownership

Funds ownership: 70.97% → 69.93% (-1%)

19% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $19.8M

Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
127
Reduced
130
Closed
40
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.74M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
SA
Sycale Advisors
New York
+$30.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.8M
3
ACM
Advisors Capital Management
New Jersey
+$19.5M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$16.8M
5
BlackRock
BlackRock
New York
+$15.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$55.3M
2
PI
PGGM Investments
Netherlands
-$54M
3
SSA
Schonfeld Strategic Advisors
New York
-$12.9M
4
UBS AM
UBS AM
Illinois
-$11.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
351
Horizon Investments
North Carolina
$334 – – –
MCM
352
MV Capital Management
Maryland
$210 +$206 +5 New
LSA
353
Leonteq Securities AG
Switzerland
$168 -$357K -8,675 -100%
CAM
354
Creekmur Asset Management
Illinois
$168 +$165 +4 New
PI
355
PGGM Investments
Netherlands
– -$54M -1,272,738 Closed
Point72 Asset Management
356
Point72 Asset Management
Connecticut
– -$9.22M -217,240 Closed
AIG
357
American International Group
New York
– -$4.23M -99,704 Closed
CS
358
Candriam SCA
Luxembourg
– -$3.87M -91,196 Closed
TPSF
359
Texas Permanent School Fund
Texas
– -$2.8M -65,927 Closed
Massachusetts Financial Services
360
Massachusetts Financial Services
Massachusetts
– -$985K -23,196 Closed
CM
361
Capula Management
Cayman Islands
– -$562K -13,250 Closed
Boston Partners
362
Boston Partners
Massachusetts
– -$517K -12,184 Closed
QT
363
Quantbot Technologies
New York
– -$455K -10,726 Closed
MC
364
Maverick Capital
Texas
– -$416K -9,789 Closed
MM
365
MQS Management
New York
– -$388K -9,138 Closed
Tudor Investment Corp
366
Tudor Investment Corp
Connecticut
– -$324K -7,640 Closed
SPA
367
Sherbrooke Park Advisers
New York
– -$307K -7,235 Closed
I
368
InceptionR
California
– -$288K -6,776 Closed
IFG
369
Independent Financial Group
California
– -$276K -6,511 Closed
Verition Fund Management
370
Verition Fund Management
Connecticut
– -$254K -5,991 Closed
GLA
371
Great Lakes Advisors
Illinois
– -$250K -5,892 Closed
EFI
372
EHP Funds Inc
Canada
– -$233K -5,500 Closed
WA
373
Wealthstar Advisors
Texas
– -$218K -5,133 Closed
WAP
374
Wealthcare Advisory Partners
Pennsylvania
– -$201K -4,724 Closed
IPW
375
Impact Partnership Wealth
Georgia
– -$168K -3,948 Closed
12 13 14
15
16

EPR Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2024, worth a combined $2.22B — down 2.5% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EPR positions and 40 closed out — a net gain of 7 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Sycale Advisors, opening a new position worth an estimated $30.7M. The largest seller was Invesco, cutting an estimated $55.3M.

  • 354 institutional investors held EPR Properties (EPR) as of Q2 2024, up from 351 in Q1 2024.
  • Funds reported $2.22B of EPR Properties stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 47 funds opened new EPR Properties positions in Q2 2024 and 40 closed out, a net change of +7 holders.
  • The largest EPR Properties buyer in Q2 2024 was Sycale Advisors, an estimated $30.7M added.
  • The largest EPR Properties seller in Q2 2024 was Invesco, an estimated $55.3M sold.

Based on aggregated 13F filings for Q2 2024.