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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 %
FCI
426
Financial Counselors Inc
Kansas
– -$221K -3,125 Closed
SS
427
Sunbelt Securities
Texas
– -$219K -3,106 Closed
BWA
428
Beam Wealth Advisors
Louisiana
– -$216K -3,062 Closed
SWA
429
SFMG Wealth Advisors
Texas
– -$215K -3,050 Closed
DADC
430
D.A. Davidson & Co
Montana
– -$207K -2,940 Closed
CIBC Asset Management
431
CIBC Asset Management
Ontario, Canada
– -$207K -2,928 Closed
OCG
432
Opus Capital Group
Ohio
– -$205K -2,907 Closed
DTL
433
Dynamic Technology Lab
Singapore
– -$201K -2,845 Closed
IUHSA
434
Itau Unibanco Holding S.A.
Brazil
– -$189K -2,669 Closed
CF
435
Centaurus Financial
California
– -$163K -2,312 Closed
LS
436
Leelyn Smith
Illinois
– -$91 -1,290 Closed
CG
437
Cutler Group
California
– -$58K -825 Closed
Chevy Chase Trust
438
Chevy Chase Trust
Maryland
– -$52K -737 Closed
FL
439
Fort LP
Maryland
– -$48K -679 Closed
EW
440
Evoke Wealth
California
– -$48.2K -679 Closed
TCWM
441
Total Clarity Wealth Management
Illinois
– -$37K -525 Closed
SBL
442
Sargent Bickham Lagudis
Colorado
– -$32K -455 Closed
TWA
443
TCI Wealth Advisors
Arizona
– -$25K -350 Closed
JSC
444
Jackson Square Capital
California
– -$24K -336 Closed
Lazard Asset Management
445
Lazard Asset Management
New York
– -$15K -214 Closed
PA
446
Procyon Advisors
Connecticut
– -$12K -166 Closed
AA
447
Argent Advisors
Louisiana
– -$11K -155 Closed
SCA
448
Stonebridge Capital Advisors
Minnesota
– -$4K -62 Closed
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
– -$4K -60 Closed
OSAM
450
O'Shaughnessy Asset Management
Connecticut
– -$3K -36 Closed
15 16 17
18
19