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EPR Properties
EPR

Overview Fund Activity

325 hedge funds and large institutions have $2.45B invested in EPR Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
115
Reduced
119
Closed
42
Calls
$14.9M
Puts
$36.7M
Net Calls
-$21.8M
Net Calls Change
-$23.3M

Top Buyers

1
RIM
1
Rush Island Management
New York
$42.6M
2
Prudential Financial
2
Prudential Financial
New Jersey
$39.5M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.9M
4
Group One Trading
4
Group One Trading
Illinois
$8.92M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
BlackRock
2
BlackRock
New York
$422M
3
HRES
3
Heitman Real Estate Securities
Illinois
$0
4
WCP
4
Waterfront Capital Partners
New York
$34.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$15.2M -$10.5M -252,707 -41%
SSA
27
Schonfeld Strategic Advisors
New York
$13.9M +$166K +3,991 +1%
Principal Financial Group
28
Principal Financial Group
Iowa
$11.5M -$200K -4,813 -2%
Los Angeles Capital Management
29
Los Angeles Capital Management
California
$10.4M -$270K -6,510 -3%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$10.3M -$12.9K -310 -0.1%
Goldman Sachs
31
Goldman Sachs
New York
$9.46M +$2.65M +63,719 +39%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$8.94M -$190K -4,574 -2%
Group One Trading
33
Group One Trading
Illinois
$8.92M +$8.64M +208,011 +3,122%
Ameriprise
34
Ameriprise
Minnesota
$8.67M +$1.31M +31,459 +18%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$8.41M -$2.3M -55,383 -21%
VRS
36
Virginia Retirement Systems
Virginia
$7.22M +$1.07M +25,700 +17%
Swiss National Bank
37
Swiss National Bank
Switzerland
$6.87M +$66.5K +1,600 +1%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$6.72M -$433K -10,421 -6%
UOC
39
UBS O'Connor
Illinois
$6.29M +$6.29M +151,439 New
CS
40
Credit Suisse
Switzerland
$6.19M -$120K -2,897 -2%
State of Tennessee, Department of Treasury
41
State of Tennessee, Department of Treasury
Tennessee
$6.07M +$4M +96,400 +194%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.8M +$196K +4,726 +4%
Primecap Management
43
Primecap Management
California
$5.68M -$120K -2,880 -2%
AllianceBernstein
44
AllianceBernstein
Tennessee
$5.32M +$97.2K +2,341 +2%
Asset Management One
45
Asset Management One
Japan
$5.13M -$281K -6,765 -5%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$5.03M +$299K +7,208 +6%
First Trust Advisors
47
First Trust Advisors
Illinois
$5.03M -$440K -10,582 -8%
Macquarie Group
48
Macquarie Group
Australia
$4.8M +$210K +5,055 +5%
ZIM
49
Zacks Investment Management
Illinois
$4.78M -$214K -5,141 -4%
Swedbank
50
Swedbank
Sweden
$4.68M +$1.45K +35 +0%
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