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EPR Properties
EPR

Overview Fund Activity

364 hedge funds and large institutions have $4.77B invested in EPR Properties in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
8.34%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
45
Increased
140
Reduced
116
Closed
27
Calls
$16M
Puts
$17M
Net Calls
-$960K
Net Calls Change
+$788K

Top Buyers

1
BlackRock
1
BlackRock
New York
$632M
2
Ameriprise
2
Ameriprise
Minnesota
$188M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$83.2M
4
State Street
4
State Street
Massachusetts
$172M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$738M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$260M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$144M
3
BC
3
Brookfield Corp
Ontario, Canada
$83.6M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.67M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
101
Guggenheim Capital
Illinois
$3.46M +$2.45M +35,796 +243%
SEI Investments
102
SEI Investments
Pennsylvania
$3.42M -$377K -5,515 -10%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$3.29M -$9.92K -145 -0.3%
DCM
104
Dupont Capital Management
Delaware
$3.2M +$22K +322 +0.7%
TPSF
105
Texas Permanent School Fund
Texas
$3.2M +$345K +5,049 +12%
Nomura Asset Management
106
Nomura Asset Management
Japan
$3.17M +$467K +6,830 +17%
ACI
107
AMP Capital Investors
Australia
$3.15M -$8.79K -131 -0.3%
MIM
108
MetLife Investment Management
New Jersey
$3.11M +$334K +4,880 +12%
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$3.09M – – –
MNBTD
110
Moody National Bank Trust Division
Texas
$3.04M +$2.78M +40,680 +1,099%
ANI
111
American National Insurance
Texas
$3.02M -$1.28M -18,700 -30%
AG
112
Aperio Group
California
$2.98M -$16.2K -237 -0.5%
PI
113
Putnam Investments
Massachusetts
$2.95M -$55.7K -814 -2%
Canada Life
114
Canada Life
Manitoba, Canada
$2.9M -$217K -3,179 -7%
PDN
115
Pensionfund DSM Netherlands
Netherlands
$2.83M -$513K -7,500 -15%
CIMLRA
116
CBRE Investment Management Listed Real Assets
Pennsylvania
$2.79M +$2.79M +40,725 New
PCM
117
Polaris Capital Management
Massachusetts
$2.73M -$239K -3,500 -8%
CIC
118
Crawford Investment Counsel
Georgia
$2.72M -$38.3K -560 -1%
UBS Group
119
UBS Group
Switzerland
$2.72M +$13.1K +191 +0.5%
MSA
120
Mason Street Advisors
Wisconsin
$2.61M +$344K +5,023 +15%
HI
121
Honeywell International
North Carolina
$2.58M – – –
Schroder Investment Management Group
122
Schroder Investment Management Group
United Kingdom
$2.55M +$30.4K +444 +1%
MAM
123
Martingale Asset Management
Massachusetts
$2.45M +$2.45M +35,754 New
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$2.42M +$821K +11,994 +51%
SW
125
SVB Wealth
Massachusetts
$2.4M -$157K -2,295 -6%
3 4
5
6 7