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EPR Properties
EPR

327 hedge funds and large institutions have $2.25B invested in EPR Properties in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 133 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 102

2% more capital invested

Capital invested by funds: $2.21B → $2.25B (+$44.2M)

0.13% less ownership

Funds ownership: 79.47% → 79.34% (-0.13%)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

2% less funds holding

Funds holding: 333 → 327 (-6)

81% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $94.3M

Holders
327
Holders Change
-6
Holders Change %
-1.8%
% of All Funds
5.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
133
Reduced
102
Closed
37
Calls
$17.5M
Puts
$94.3M
Net Calls
-$76.8M
Net Calls Change
-$45.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$20M
2
BlackRock
BlackRock
New York
+$17M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$14.1M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$9.31M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$7.11M

Top Sellers

1
DCM
Discovery Capital Management
Connecticut
-$14.1M
2
Barclays
Barclays
United Kingdom
-$12.6M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.5M
4
Goldman Sachs
Goldman Sachs
New York
-$9.92M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$9.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$3.98M +$110K +2,770 +3%
Canada Life
52
Canada Life
Manitoba, Canada
$3.92M +$118K +2,969 +3%
State of Tennessee, Department of Treasury
53
State of Tennessee, Department of Treasury
Tennessee
$3.75M -$783K -19,642 -17%
ETC
54
Exchange Traded Concepts
Oklahoma
$3.75M +$239K +5,995 +6%
Retirement Systems of Alabama
55
Retirement Systems of Alabama
Alabama
$3.73M -$34.1K -856 -0.9%
OTPPB
56
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.59M -$1.21M -30,266 -24%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$3.57M -$55.3K -1,388 -1%
UBS Group
58
UBS Group
Switzerland
$3.46M +$1.27M +31,744 +54%
PI
59
Putnam Investments
Massachusetts
$3.39M +$140K +3,502 +4%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$3.33M – – –
State of New Jersey Common Pension Fund D
61
State of New Jersey Common Pension Fund D
New Jersey
$3.29M – – –
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$3.28M +$95.8K +2,405 +3%
Federated Hermes
63
Federated Hermes
Pennsylvania
$3.25M +$256K +6,432 +8%
WCM
64
Wedge Capital Management
North Carolina
$3.22M -$184K -4,624 -5%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$3.15M -$10.5M -263,655 -76%
RJA
66
Raymond James & Associates
Florida
$3.14M +$1.82M +45,702 +124%
Nomura Asset Management
67
Nomura Asset Management
Japan
$3.02M +$136K +3,400 +4%
LMGAM
68
Liberty Mutual Group Asset Management
Massachusetts
$2.86M – – –
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$2.86M -$525K -13,168 -15%
CCM
70
Cinctive Capital Management
New York
$2.74M +$2.87M +72,031 New
Allianz Asset Management
71
Allianz Asset Management
Germany
$2.71M +$1.87M +46,836 +193%
BGIM
72
Brandywine Global Investment Management
Pennsylvania
$2.57M -$1.39M -34,943 -34%
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$2.56M +$351K +8,815 +15%
TPSF
74
Texas Permanent School Fund
Texas
$2.56M +$674K +16,904 +34%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$2.51M -$531K -13,312 -17%
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EPR Hedge Fund Activity: Q1 2023 in Review

327 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2023, worth a combined $2.25B — up 2% from $2.21B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EPR and 34 opened new positions — a net loss of 3 holders — while 102 trimmed existing stakes and 133 added.

The largest buyer was Envestnet Asset Management, adding an estimated $20M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $14.1M sold.

  • 327 institutional investors held EPR Properties (EPR) as of Q1 2023, down from 333 in Q4 2022.
  • Funds reported $2.25B of EPR Properties stock for Q1 2023, up 2% quarter-over-quarter.
  • 34 funds opened new EPR Properties positions in Q1 2023 and 37 closed out, a net change of -3 holders.
  • The largest EPR Properties buyer in Q1 2023 was Envestnet Asset Management, an estimated $20M added.
  • The largest EPR Properties seller in Q1 2023 was Discovery Capital Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2023.