EPR icon

EPR Properties
EPR

Overview Fund Activity

352 hedge funds and large institutions have $2.59B invested in EPR Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
124
Reduced
140
Closed
44
Calls
$15.3M
Puts
$20.2M
Net Calls
-$4.87M
Net Calls Change
-$1.14M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$36.8M
2
UBS AM
UBS AM
Illinois
$22.4M
3
PCM
Penn Capital Management
Pennsylvania
$14M
4
CIM
Centersquare Investment Management
Pennsylvania
$13.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.6M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
AQR Capital Management
AQR Capital Management
Connecticut
$39M
3
Millennium Management
Millennium Management
New York
$11.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22.3M
5
Morgan Stanley
Morgan Stanley
New York
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WVP
376
Worth Venture Partners
New Jersey
– -$317K -7,550 Closed
CT
377
ClearAlpha Technologies
Connecticut
– -$311K -7,408 Closed
PD
378
Point72 (DIFC)
United Arab Emirates
– -$268K -6,388 Closed
JFG
379
Jefferies Financial Group
New York
– -$264K -6,277 Closed
CIS
380
Custom Index Systems
New York
– -$234K -5,567 Closed
HT
381
Headlands Technologies
Illinois
– -$118K -2,809 Closed
PI
382
PEAK6 Investments
Illinois
– -$88.5K -2,107 Closed
EC
383
EntryPoint Capital
New York
– -$59.4K -1,415 Closed
PAS
384
Point72 Asia (Singapore)
Singapore
– -$56K -1,335 Closed
ATPW
385
Ashton Thomas Private Wealth
Arizona
– -$54.7K -1,302 Closed
SOW
386
State of Wyoming
Wyoming
– -$41.8K -996 Closed
VWWMG
387
Vermillion & White Wealth Management Group
Pennsylvania
– -$26K -621 Closed
AA
388
Ancora Advisors
Ohio
– -$4.7K -112 Closed
CC
389
Cypress Capital
Tennessee
– -$4.62K -110 Closed
AA
390
AlphaMark Advisors
Kentucky
– -$4K -100 Closed
CTWM
391
Cherry Tree Wealth Management
Minnesota
– -$2.48K -59 Closed
TFF
392
The Family Firm
Maryland
– -$2.27K -54 Closed
GWP
393
Gen-Wealth Partners
Michigan
– -$1.68K -40 Closed
CSWM
394
Cassady Schiller Wealth Management
Ohio
– -$378 -9 Closed
HI
395
Horizon Investments
North Carolina
– -$334 -8 Closed
12 13 14 15
16