EPR icon

EPR Properties
EPR

Overview Fund Activity

329 hedge funds and large institutions have $3.74B invested in EPR Properties in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-24
Holders Change %
-6.8%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
136
Reduced
110
Closed
64
Calls
$10.9M
Puts
$15.4M
Net Calls
-$4.47M
Net Calls Change
+$2.05M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$283M
2
PI
PGGM Investments
Netherlands
$68M
3
Cohen & Steers
Cohen & Steers
New York
$335M
4
WCM
Wedge Capital Management
North Carolina
$136M
5
WMSA
Weiss Multi-Strategy Advisers
New York
$21.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.69M
2
Vanguard Group
Vanguard Group
Pennsylvania
$610M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
SFM
Systematic Financial Management
New Jersey
$0
5
UIC
Uniplan Investment Counsel
Wisconsin
$47.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
376
Lourd Capital
California
– -$203K -3,097 Closed
CG
377
Cutler Group
California
– -$123K -1,884 Closed
Simplex Trading
378
Simplex Trading
Illinois
– -$99K -1,521 Closed
AIL
379
AGF Investments LLC
Ontario, Canada
– -$37K -576 Closed
IWP
380
Icon Wealth Partners
Texas
– -$33K -511 Closed
AssetMark Inc
381
AssetMark Inc
California
– -$33K -506 Closed
CPIG
382
Chicago Partners Investment Group
Illinois
– -$22K -331 Closed
AFNAS
383
American Financial Network Advisory Services
California
– -$20K -306 Closed
AIM
384
Advantage Investment Management
Iowa
– -$10K -153 Closed
AP
385
Atwood & Palmer
Missouri
– -$7K -100 Closed
ACM
386
Armbruster Capital Management
New York
– -$6K -97 Closed
KJWM
387
Kiley Juergens Wealth Management
Washington
– -$5K -78 Closed
ST
388
Smithfield Trust
Pennsylvania
– -$5K -70 Closed
HH
389
HWG Holdings
Texas
– -$4K -59 Closed
OWA
390
One Wealth Advisors
California
– -$3K -53 Closed
STA
391
Summit Trail Advisors
New York
– -$2K -38 Closed
WCG
392
Wall Capital Group
Arizona
– -$2K -27 Closed
SWM
393
SeaCrest Wealth Management
New York
– -$1K -19 Closed
WA
394
Winfield Associates
Ohio
– -$1K -5 Closed
WWM
395
Wagner Wealth Management
South Carolina
– -$7K – –
CCM
396
Covington Capital Management
California
– -$6K – –
12 13 14 15
16