We are live on ! Find out more
EPR icon

EPR Properties

410 hedge funds and large institutions have $5.01B invested in EPR Properties in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 147 increasing their positions, 132 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 42

24% more capital invested

Capital invested by funds: $4.06B → $5.01B (+$957M)

11% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 132

3% more funds holding

Funds holding: 400410 (+10)

1.75% more ownership

Funds ownership: 85.37%87.12% (+1.8%)

5% more call options, than puts

Call options by funds: $14.9M | Put options by funds: $14.2M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
410
Holders Change
+10
Holders Change %
+2.5%
% of All Funds
8.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
55
Increased
147
Reduced
132
Closed
42
Calls
$14.9M
Puts
$14.2M
Net Calls
+$708K
Net Calls Change
+$8.64M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
376
Allworth Financial
California
$9K +$4.51K +62 +115%
SCM
377
Shelton Capital Management
Colorado
$8.25K -$554K -7,614 -92%
AIM
378
Advantage Investment Management
Iowa
$8K
CAC
379
Certified Advisory Corp
Florida
$8K
CWA
380
Clarus Wealth Advisors
Arizona
$8K
JCM
381
Jacobi Capital Management
Pennsylvania
$8K +$145 +2 +2%
CHP
382
Cable Hill Partners
Oregon
$7K
SIM
383
Sonora Investment Management
Arizona
$7K
GI
384
Gradient Investments
Minnesota
$6K -$3.71K -51 -39%
PWM
385
PRW Wealth Management
Massachusetts
$6K
TL
386
TrueWealth LLC
Georgia
$6K
OSAM
387
O'Shaughnessy Asset Management
Connecticut
$6K +$946 +13 +21%
GT
388
Glenmede Trust
Pennsylvania
$5.86K +$27.5K +378 +0.5%
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$4.61K
IFAM
390
Institutional & Family Asset Management
Colorado
$4K
WCM
391
Wealthcare Capital Management
Virginia
$4K
BCA
392
Berman Capital Advisors
Georgia
$4K +$2.18K +30 +100%
DBT
393
Dubuque Bank & Trust
Iowa
$3K
ESB
394
Essex Savings Bank
Connecticut
$3K
HAM
395
Highstreet Asset Management
Ontario, Canada
$3K
GWS
396
Glassman Wealth Services
Virginia
$3K +$946 +13 +54%
CFA
397
Camarda Financial Advisors
Florida
$3K +$2.55K +35 New
AIA
398
Alera Investment Advisors
Illinois
$3K +$2.62K +36 New
BMM
399
Buffington Mohr McNeal
Idaho
$3K +$2.76K +38 New
CF
400
Centaurus Financial
California
$2.66K +$1.75K +24 +13%

EPR Hedge Fund Activity: Q1 2019 in Review

410 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2019, worth a combined $5.01B — up 24% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new EPR positions and 42 closed out — a net gain of 13 holders — while 147 added to existing stakes and 132 trimmed.

The largest buyer was Vanguard Group, adding an estimated $46M. The largest seller was Millennium Management, cutting an estimated $22.7M.

  • 410 institutional investors held EPR Properties (EPR) as of Q1 2019, up from 400 in Q4 2018.
  • Funds reported $5.01B of EPR Properties stock for Q1 2019, up 24% quarter-over-quarter.
  • 55 funds opened new EPR Properties positions in Q1 2019 and 42 closed out, a net change of +13 holders.
  • The largest EPR Properties buyer in Q1 2019 was Vanguard Group, an estimated $46M added.
  • The largest EPR Properties seller in Q1 2019 was Millennium Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q1 2019.