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EPR Properties
EPR

Overview Fund Activity

338 hedge funds and large institutions have $2.73B invested in EPR Properties in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
47
Increased
106
Reduced
124
Closed
31
Calls
$16.7M
Puts
$15.1M
Net Calls
+$1.53M
Net Calls Change
+$78.3M

Top Buyers

1
WCP
1
Waterfront Capital Partners
New York
$56.9M
2
Cohen & Steers
2
Cohen & Steers
New York
$28.9M
3
SSA
3
Schonfeld Strategic Advisors
New York
$15.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$15.4M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$26.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$22.3M
2
BlackRock
2
BlackRock
New York
$497M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3M
4
HRES
4
Heitman Real Estate Securities
Illinois
$15.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$15.1M -$3.61M -77,133 -19%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$14.6M -$1.43M -30,506 -9%
Principal Financial Group
28
Principal Financial Group
Iowa
$13.2M -$665K -14,219 -5%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$12.1M -$661K -14,117 -5%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$12M -$1.02M -21,690 -8%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$11.6M +$190K +4,051 +2%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$10.3M -$645K -13,790 -6%
ECM
33
ExodusPoint Capital Management
New York
$9.41M +$3.18M +68,010 +51%
Ameriprise
34
Ameriprise
Minnesota
$8.29M +$1.03M +21,893 +14%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$8.06M +$515K +11,001 +7%
Goldman Sachs
36
Goldman Sachs
New York
$7.67M -$16.2M -347,095 -68%
Swiss National Bank
37
Swiss National Bank
Switzerland
$7.67M +$93.6K +2,000 +1%
Bank of America
38
Bank of America
North Carolina
$7.12M -$2.86M -61,200 -29%
CS
39
Credit Suisse
Switzerland
$7.11M +$2.22M +47,537 +46%
ICA
40
Infrastructure Capital Advisors
New York
$6.94M -$3.93M -11,570 -36%
VRS
41
Virginia Retirement Systems
Virginia
$6.93M +$136K +2,900 +2%
Primecap Management
42
Primecap Management
California
$6.53M -$215K -4,600 -3%
Ohio Public Employees Retirement System (OPERS)
43
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.31M -$168K -3,589 -3%
First Trust Advisors
44
First Trust Advisors
Illinois
$6.16M -$1.81M -38,703 -23%
Asset Management One
45
Asset Management One
Japan
$6.1M +$339K +7,236 +6%
AllianceBernstein
46
AllianceBernstein
Tennessee
$5.88M -$18K -385 -0.3%
ZIM
47
Zacks Investment Management
Illinois
$5.63M -$195K -4,173 -3%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$5.33M +$282K +6,017 +6%
AIG
49
American International Group
New York
$5.31M -$104K -2,212 -2%
Swedbank
50
Swedbank
Sweden
$5.27M -$380K -8,125 -7%
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