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EPR Properties
EPR

Overview Fund Activity

361 hedge funds and large institutions have $2.38B invested in EPR Properties in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
146
Reduced
97
Closed
45
Calls
$15M
Puts
$16.9M
Net Calls
-$1.92M
Net Calls Change
+$2.95M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.6M
2
Millennium Management
Millennium Management
New York
$25.6M
3
American Century Companies
American Century Companies
Missouri
$48.1M
4
Northern Trust
Northern Trust
Illinois
$37.4M
5
LSV Asset Management
LSV Asset Management
Illinois
$50M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Invesco
Invesco
Georgia
$27.2M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
351
GPS Wealth Strategies Group
Colorado
$841 – – –
GEA
352
Glen Eagle Advisors
New Jersey
$792 – – –
WA
353
Whipplewood Advisors
Colorado
$753 +$753 +17 New
FMP
354
Financial Management Professionals
Texas
$576 – – –
WA
355
WPG Advisers
Maryland
$576 +$576 +13 New
FP
356
Financial Perspectives
Minnesota
$354 – – –
MCM
357
MV Capital Management
Maryland
$310 – – –
DF
358
Dunhill Financial
United Kingdom
$218 – – –
CAM
359
Creekmur Asset Management
Illinois
$177 – – –
NMG
360
New Millennium Group
Utah
$177 +$177 +4 New
AWM
361
Activest Wealth Management
Florida
$44 +$44 +1 New
Balyasny Asset Management
362
Balyasny Asset Management
Illinois
– -$33.4M -680,963 Closed
CIM
363
Centersquare Investment Management
Pennsylvania
– -$13.3M -271,318 Closed
Two Sigma Investments
364
Two Sigma Investments
New York
– -$9.76M -199,052 Closed
Arrowstreet Capital
365
Arrowstreet Capital
Massachusetts
– -$7.93M -161,788 Closed
AG
366
Algert Global
California
– -$6.9M -140,626 Closed
MHI
367
Miller Howard Investments
New York
– -$6.87M -140,000 Closed
Voloridge Investment Management
368
Voloridge Investment Management
Florida
– -$4.22M -86,034 Closed
IAIM
369
International Assets Investment Management
Florida
– -$16.1K -66,982 Closed
LMGAM
370
Liberty Mutual Group Asset Management
Massachusetts
– -$3.14M -63,973 Closed
GA
371
GraniteShares Advisors
New York
– -$2.31M -47,176 Closed
QT
372
Quantbot Technologies
New York
– -$1.07M -21,830 Closed
Man Group
373
Man Group
United Kingdom
– -$718K -14,635 Closed
XT
374
XTX Topco
Cayman Islands
– -$649K -13,238 Closed
UOC
375
UBS O'Connor
Illinois
– -$510K -10,400 Closed
13 14
15
16 17