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EPR Properties
EPR

354 hedge funds and large institutions have $2.22B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

1% more funds holding

Funds holding: 351 → 354 (+3)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

3% less capital invested

Capital invested by funds: $2.28B → $2.22B (-$57.1M)

1.04% less ownership

Funds ownership: 70.97% → 69.93% (-1%)

19% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $19.8M

Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
127
Reduced
130
Closed
40
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.74M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
SA
Sycale Advisors
New York
+$30.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.8M
3
ACM
Advisors Capital Management
New Jersey
+$19.5M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$16.8M
5
BlackRock
BlackRock
New York
+$15.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$55.3M
2
PI
PGGM Investments
Netherlands
-$54M
3
SSA
Schonfeld Strategic Advisors
New York
-$12.9M
4
UBS AM
UBS AM
Illinois
-$11.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
26
Los Angeles Capital Management
California
$10.7M +$41K +997 +0.4%
Principal Financial Group
27
Principal Financial Group
Iowa
$10.6M -$1.3M -31,543 -11%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$9.48M +$184K +4,478 +2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$8.13M +$3.7M +89,960 +87%
UBS Group
30
UBS Group
Switzerland
$8.13M -$212K -5,160 -3%
Swedbank
31
Swedbank
Sweden
$7.46M +$113K +2,757 +2%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$7.39M -$130K -3,167 -2%
AllianceBernstein
33
AllianceBernstein
Tennessee
$7.27M +$1.77M +42,956 +33%
Allianz Asset Management
34
Allianz Asset Management
Germany
$7.23M +$1.55M +37,779 +28%
Mirae Asset Global ETFs Holdings
35
Mirae Asset Global ETFs Holdings
Hong Kong
$7.14M +$7M +170,192 New
CCM
36
Cinctive Capital Management
New York
$6.75M +$6.62M +160,823 New
Franklin Resources
37
Franklin Resources
California
$6.65M +$886K +21,539 +16%
UIC
38
Uniplan Investment Counsel
Wisconsin
$6.64M -$1.21M -29,318 -16%
Swiss National Bank
39
Swiss National Bank
Switzerland
$6.25M +$20.6K +500 +0.3%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$6.09M +$54.4K +1,321 +0.9%
Man Group
41
Man Group
United Kingdom
$6.01M -$3.35M -81,448 -36%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.75M -$11.1K -269 -0.2%
Macquarie Group
43
Macquarie Group
Australia
$5.55M +$112K +2,725 +2%
Primecap Management
44
Primecap Management
California
$5.54M -$78.2K -1,900 -1%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$5.44M +$1.37M +33,232 +34%
CWP
46
Cyndeo Wealth Partners
Florida
$5.41M +$354K +8,609 +7%
First Trust Advisors
47
First Trust Advisors
Illinois
$4.85M -$1.49M -36,162 -24%
UBS AM
48
UBS AM
Illinois
$4.75M -$11.7M -284,971 -72%
Prudential Financial
49
Prudential Financial
New Jersey
$4.7M -$968K -23,539 -17%
Canada Life
50
Canada Life
Manitoba, Canada
$4.7M +$117K +2,844 +3%
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EPR Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2024, worth a combined $2.22B — down 2.5% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EPR positions and 40 closed out — a net gain of 7 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Sycale Advisors, opening a new position worth an estimated $30.7M. The largest seller was Invesco, cutting an estimated $55.3M.

  • 354 institutional investors held EPR Properties (EPR) as of Q2 2024, up from 351 in Q1 2024.
  • Funds reported $2.22B of EPR Properties stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 47 funds opened new EPR Properties positions in Q2 2024 and 40 closed out, a net change of +7 holders.
  • The largest EPR Properties buyer in Q2 2024 was Sycale Advisors, an estimated $30.7M added.
  • The largest EPR Properties seller in Q2 2024 was Invesco, an estimated $55.3M sold.

Based on aggregated 13F filings for Q2 2024.