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EPR Properties
EPR

Overview Fund Activity

361 hedge funds and large institutions have $2.38B invested in EPR Properties in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
146
Reduced
97
Closed
45
Calls
$15M
Puts
$16.9M
Net Calls
-$1.92M
Net Calls Change
+$2.95M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.6M
2
Millennium Management
Millennium Management
New York
$25.6M
3
American Century Companies
American Century Companies
Missouri
$48.1M
4
Northern Trust
Northern Trust
Illinois
$37.4M
5
LSV Asset Management
LSV Asset Management
Illinois
$50M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Invesco
Invesco
Georgia
$27.2M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JSC
376
Jackson Square Capital
California
– -$470K -9,580 Closed
AIA
377
Affinity Investment Advisors
California
– -$402K -8,207 Closed
SG Americas Securities
378
SG Americas Securities
New York
– -$333K -6,787 Closed
LCM
379
Landscape Capital Management
New Jersey
– -$313K -6,375 Closed
NW
380
Naviter Wealth
Arkansas
– -$295K -5,974 Closed
D.E. Shaw & Co
381
D.E. Shaw & Co
New York
– -$287K -5,849 Closed
CAPTRUST Financial Advisors
382
CAPTRUST Financial Advisors
North Carolina
– -$264K -5,379 Closed
FPAS
383
Focus Partners Advisor Solutions
Missouri
– -$239K -4,881 Closed
FTDI
384
First Trust Direct Indexing
Massachusetts
– -$235K -4,782 Closed
BC
385
Burney Company
Virginia
– -$230K -4,698 Closed
Mackenzie Financial
386
Mackenzie Financial
Ontario, Canada
– -$225K -4,583 Closed
PS
387
Presima Securities
Quebec, Canada
– -$216K -4,400 Closed
MSRPS
388
Maryland State Retirement & Pension System
Maryland
– -$209K -4,268 Closed
Wellington Management Group
389
Wellington Management Group
Massachusetts
– -$208K -4,232 Closed
SCM
390
Schnieders Capital Management
California
– -$204K -4,162 Closed
URS
391
Utah Retirement Systems
Utah
– -$203K -4,138 Closed
Truist Financial
392
Truist Financial
North Carolina
– -$121K -2,463 Closed
Allspring Global Investments
393
Allspring Global Investments
North Carolina
– -$67.7K -1,381 Closed
NS
394
NBC Securities
Alabama
– -$27K -562 Closed
CPA
395
Capital Performance Advisors
California
– -$23.8K -486 Closed
TWD
396
True Wealth Design
Ohio
– -$15.9K -324 Closed
GGI
397
Godsey & Gibb Inc
Virginia
– -$14.7K -300 Closed
APC
398
Aspire Private Capital
North Carolina
– -$10.3K -211 Closed
ACA
399
Atlas Capital Advisors
Wyoming
– -$6.87K -140 Closed
JIP
400
Jaffetilchin Investment Partners
Florida
– -$6.55K -134 Closed
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