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EPR Properties
EPR

Overview Fund Activity

335 hedge funds and large institutions have $1.53B invested in EPR Properties in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-90
Holders Change %
-21.18%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
127
Reduced
106
Closed
131
Calls
$8.01M
Puts
$21.8M
Net Calls
-$13.8M
Net Calls Change
+$8.66M

Top Buyers

1
NTCM
1
Nut Tree Capital Management
New York
$46M
2
Bank of America
2
Bank of America
North Carolina
$50.6M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$69.3M
4
BlackRock
4
BlackRock
New York
$260M
5
Millennium Management
5
Millennium Management
New York
$12.7M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$65.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.58M
3
Invesco
3
Invesco
Georgia
$42.3M
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
SI
5
Scout Investments
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
376
Wealthstar Advisors
Texas
– -$456K -6,504 Closed
OAM
377
Oxford Asset Management
United Kingdom
– -$456K -6,449 Closed
PPW
378
Parcion Private Wealth
Washington
– -$432K -6,118 Closed
JIM
379
Jupiter Investment Management
United Kingdom
– -$429K -6,078 Closed
FMBTD
380
First Midwest Bank Trust Division
Illinois
– -$420K -5,952 Closed
NAM
381
Nissay Asset Management
Japan
– -$417K -5,902 Closed
PIA
382
Piedmont Investment Advisors
North Carolina
– -$415K -5,878 Closed
EWA
383
EP Wealth Advisors
California
– -$413K -5,849 Closed
TD Asset Management
384
TD Asset Management
Ontario, Canada
– -$410K -5,800 Closed
SXL
385
Summit X LLC
Missouri
– -$395K -5,670 Closed
RIM
386
Redpoint Investment Management
Australia
– -$394K -5,583 Closed
BCM
387
Brasada Capital Management
Texas
– -$381K -5,400 Closed
EMG
388
Ellington Management Group
Connecticut
– -$381K -5,400 Closed
MSAM
389
Moloney Securities Asset Management
Missouri
– -$364K -5,156 Closed
IWC
390
Integrated Wealth Concepts
Massachusetts
– -$363K -5,132 Closed
PFP
391
Pinnacle Financial Partners
Tennessee
– -$358K -5,069 Closed
SWM
392
SeaCrest Wealth Management
New York
– -$350K -4,949 Closed
BC
393
Burney Company
Virginia
– -$330K -4,672 Closed
PIA
394
Pinion Investment Advisors
Kansas
– -$316K -4,475 Closed
SPC
395
Sigma Planning Corp
Michigan
– -$310K -4,392 Closed
FLPIM
396
F.L. Putnam Investment Management
Massachusetts
– -$310K -4,387 Closed
MPPLM
397
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$306K -4,325 Closed
NAM
398
NTV Asset Management
West Virginia
– -$304K -4,300 Closed
OI
399
Oakbrook Investments
Illinois
– -$303K -4,295 Closed
SP
400
Symmetry Partners
Connecticut
– -$303K -4,288 Closed
14 15
16
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