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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 %
CWP
51
Cyndeo Wealth Partners
Florida
$4.95M 102,245 +16,275 +19%
AIG
52
American International Group
New York
$4.93M 101,743 -4,371 -4%
Goldman Sachs
53
Goldman Sachs
New York
$4.91M 101,413 -126,282 -55%
GCM
54
Greenland Capital Management
New York
$4.6M 95,000 -5,403 -5%
Federated Hermes
55
Federated Hermes
Pennsylvania
$4.58M 94,554 -3,371 -3%
Retirement Systems of Alabama
56
Retirement Systems of Alabama
Alabama
$4.57M 94,345 +295 +0.3%
State of New Jersey Common Pension Fund D
57
State of New Jersey Common Pension Fund D
New Jersey
$4.33M 89,436 – –
Allianz Asset Management
58
Allianz Asset Management
Germany
$4.32M 89,195 +43,190 +94%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$4.31M 88,929 +5,772 +7%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$4.21M 86,920 +86 +0.1%
Nomura Asset Management
61
Nomura Asset Management
Japan
$4.13M 85,320 -1,651 -2%
BFM
62
Boothbay Fund Management
New York
$4.02M 82,969 -16,695 -17%
CSS
63
Cubist Systematic Strategies
Connecticut
$3.99M 82,363 +82,363 New
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.85M 79,419 -3,672 -4%
ECM
65
ExodusPoint Capital Management
New York
$3.81M 78,540 -6,468 -8%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$3.76M 77,700 -68,400 -47%
Barclays
67
Barclays
United Kingdom
$3.64M 75,022 +36,012 +92%
PI
68
Putnam Investments
Massachusetts
$3.46M 71,338 +65,165 +1,056%
Bank of America
69
Bank of America
North Carolina
$3.26M 67,245 -14,539 -18%
BAM
70
Ballast Asset Management
Texas
$3.19M 65,770 +20,970 +47%
TPSF
71
Texas Permanent School Fund
Texas
$3.15M 65,045 +1,876 +3%
LPL Financial
72
LPL Financial
California
$2.98M 61,471 -1,761 -3%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.9M 59,930 -1,958 -3%
OC
74
Oppenheimer & Co
New York
$2.85M 58,887 -1,845 -3%
DekaBank Deutsche Girozentrale
75
DekaBank Deutsche Girozentrale
Germany
$2.84M 57,636 +39,714 +222%
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