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EPR Properties
EPR

Overview Fund Activity

403 hedge funds and large institutions have $5.04B invested in EPR Properties in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 150 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
150
Reduced
126
Closed
50
Calls
$11.5M
Puts
$14.7M
Net Calls
-$3.2M
Net Calls Change
-$1.68M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$30.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$916M
4
CC
4
Carlson Capital
Texas
$11.9M
5
SAM
5
Securian Asset Management
Minnesota
$10.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$12.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$41.4M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$32.3M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$52.8M
5
PPA
5
Parametric Portfolio Associates
Washington
$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
376
Global Wealth Management Investment Advisory
Florida
$4K – – –
WCM
377
Wealthcare Capital Management
Virginia
$4K – – –
IFAM
378
Institutional & Family Asset Management
Colorado
$4K – – –
BCA
379
Berman Capital Advisors
Georgia
$4K +$66 +1 +2%
HAM
380
Highstreet Asset Management
Ontario, Canada
$3K – – –
GWS
381
Glassman Wealth Services
Virginia
$3K – – –
WCG
382
Weaver Consulting Group
California
$3K – – –
KFS
383
Kelly Financial Services
Massachusetts
$2.54K – – –
EARNEST Partners
384
EARNEST Partners
Georgia
$2K – – –
AWM
385
Avior Wealth Management
Nebraska
$2K – – –
JCM
386
Julex Capital Management
Massachusetts
$2K – – –
WAP
387
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
HGWM
388
Harvest Group Wealth Management
Massachusetts
$2K – – –
CFA
389
Carroll Financial Associates
North Carolina
$2K – – –
TFGT
390
TS Financial Group (TSFG)
Illinois
$2K – – –
CAGAS
391
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
TL
392
TrueWealth LLC
Georgia
$2K +$2K +31 New
BCWM
393
Bartlett & Co Wealth Management
Ohio
$1.08K – – –
PRC
394
Pearl River Capital
Michigan
$1K -$175K -1,577 -99%
TFO
395
Tarbox Family Office
California
$1K -$467 -7 -32%
DOA
396
D'Orazio & Associates
Virginia
$1K – – –
BC
397
Bartlett & Co
Ohio
$1K – – –
ECM
398
EII Capital Management
New York
$815 +$23 +294 +3%
ED
399
Exane Derivatives
France
$615 -$4K -52 -87%
UB
400
UMB Bank
Missouri
$307 +$22 +287 +8%
14 15
16
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