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EPR Properties
EPR

Overview Fund Activity

351 hedge funds and large institutions have $2.76B invested in EPR Properties in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 27 closing their positions.

Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
116
Reduced
115
Closed
27
Calls
$12.2M
Puts
$15.8M
Net Calls
-$3.65M
Net Calls Change
+$18.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$12.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.7M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
WCP
3
Waterfront Capital Partners
New York
$0
4
Millennium Management
4
Millennium Management
New York
$9.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$25.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$12.3M 254,397 +254,397 New
Los Angeles Capital Management
27
Los Angeles Capital Management
California
$12.2M 251,020 +850 +0.3%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$11.5M 236,483 -11,320 -5%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$11.4M 236,309 +33,873 +17%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$9.99M 206,188 -9,079 -4%
Ameriprise
31
Ameriprise
Minnesota
$9.92M 204,610 -3,763 -2%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$9.7M 200,198 +38,417 +24%
Millennium Management
33
Millennium Management
New York
$9.54M 196,843 -429,592 -69%
UIC
34
Uniplan Investment Counsel
Wisconsin
$9.51M 193,967 +193,967 New
Swedbank
35
Swedbank
Sweden
$8.51M 175,682 +63,040 +56%
LIP
36
Lighthouse Investment Partners
Florida
$8.48M 175,000 +75,000 +75%
Swiss National Bank
37
Swiss National Bank
Switzerland
$7.19M 148,388 -17,100 -10%
AllianceBernstein
38
AllianceBernstein
Tennessee
$7.09M 146,393 +18,348 +14%
Ohio Public Employees Retirement System (OPERS)
39
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.8M 140,454 +890 +0.6%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$6.74M 139,008 +17,945 +15%
Primecap Management
41
Primecap Management
California
$6.61M 136,400 -320 -0.2%
UBS Group
42
UBS Group
Switzerland
$6.47M 133,591 +60,540 +83%
CS
43
Credit Suisse
Switzerland
$6.32M 130,412 -18,689 -13%
First Trust Advisors
44
First Trust Advisors
Illinois
$6.14M 126,742 +5,737 +5%
Macquarie Group
45
Macquarie Group
Australia
$6.12M 126,350 +10,802 +9%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$5.69M 117,383 +6,099 +5%
Asset Management One
47
Asset Management One
Japan
$5.67M 115,695 -7,803 -6%
QCM
48
Quantinno Capital Management
New York
$5.48M 113,198 +27,589 +32%
Canada Life
49
Canada Life
Manitoba, Canada
$5.14M 106,201 +5,328 +5%
ZIM
50
Zacks Investment Management
Illinois
$5.08M 104,929 -10,138 -9%
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