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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 %
GAM
426
Gotham Asset Management
New York
– -$257K -3,439 Closed
NIT
427
NumerixS Investment Technologies
British Columbia, Canada
– -$231K -3,100 Closed
WCM
428
Weld Capital Management
New York
– -$210K -2,821 Closed
IWM
429
IHT Wealth Management
Illinois
– -$211K -2,821 Closed
AI
430
Atom Investors
Texas
– -$200K -2,677 Closed
Canada Pension Plan Investment Board
431
Canada Pension Plan Investment Board
Ontario, Canada
– -$124K -1,660 Closed
GAM
432
Griffin Asset Management
New York
– -$105K -1,406 Closed
Simplex Trading
433
Simplex Trading
Illinois
– -$104K -1,398 Closed
PCP
434
Proficio Capital Partners
Massachusetts
– -$72K -969 Closed
FIB
435
First Interstate Bank
Montana
– -$57K -766 Closed
NC
436
NewSquare Capital
Pennsylvania
– -$39K -523 Closed
PGAM
437
Princeton Global Asset Management
New Jersey
– -$37K -500 Closed
DSC
438
Duncker Streett & Co
Missouri
– -$32K -430 Closed
Rockefeller Capital Management
439
Rockefeller Capital Management
New York
– -$30K -408 Closed
DWM
440
Doyle Wealth Management
Florida
– -$28K -375 Closed
PFC
441
Phocas Financial Corp
California
– -$25K -331 Closed
JWM
442
Janiczek Wealth Management
Colorado
– -$24K -320 Closed
TCM
443
Tradewinds Capital Management
Washington
– -$18K -246 Closed
CFB
444
Cullen/Frost Bankers
Texas
– -$17K -226 Closed
MC
445
Machina Capital
France
– -$9K -122 Closed
TPWA
446
TRUE Private Wealth Advisors
Oregon
– -$9K -122 Closed
ESB
447
Essex Savings Bank
Connecticut
– -$3K -36 Closed
CFA
448
Camarda Financial Advisors
Florida
– -$3K -35 Closed
EWM
449
Executive Wealth Management
Michigan
– -$1K -13 Closed
FPFS
450
First Personal Financial Services
North Carolina
– -$14K – –
14 15 16 17
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