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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 %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$2.01M 41,409 +5,317 +15%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$2M 41,354 +1,760 +4%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$1.97M 40,631 +17,942 +79%
Franklin Resources
104
Franklin Resources
California
$1.92M 39,633 +5,091 +15%
SPS
105
Susquehanna Portfolio Strategies
Pennsylvania
$1.92M 39,582 +39,582 New
PA
106
PFG Advisors
Arizona
$1.91M 39,470 -3,750 -9%
KTA
107
Keeley-Teton Advisors
Illinois
$1.9M 39,310 -480 -1%
Victory Capital Management
108
Victory Capital Management
Texas
$1.9M 39,128 +25,576 +189%
GCP
109
GSA Capital Partners
United Kingdom
$1.83M 37,673 +31,265 +488%
Janus Henderson Group
110
Janus Henderson Group
United Kingdom
$1.77M 36,443 -56 -0.2%
Teacher Retirement System of Texas
111
Teacher Retirement System of Texas
Texas
$1.75M 36,189 -12,789 -26%
YCM
112
Yousif Capital Management
Michigan
$1.7M 35,075 +75 +0.2%
Truist Financial
113
Truist Financial
North Carolina
$1.69M 34,970 -7,141 -17%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$1.59M 32,910 +320 +1%
Jane Street
115
Jane Street
New York
$1.58M 32,639 +4,813 +17%
Citigroup
116
Citigroup
New York
$1.57M 32,373 -617 -2%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$1.53M 31,524 +13,343 +73%
MAM
118
Martingale Asset Management
Massachusetts
$1.52M 31,298 +23,351 +294%
PDN
119
Pensionfund DSM Netherlands
Netherlands
$1.5M 30,962 – –
AIMCA
120
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.48M 30,600 – –
Two Sigma Advisers
121
Two Sigma Advisers
New York
$1.48M 30,600 +30,600 New
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$1.48M 30,597 +3,750 +14%
GA
123
GraniteShares Advisors
New York
$1.46M 30,189 -6,747 -18%
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.46M 30,109 +14,856 +97%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$1.45M 30,012 +3,759 +14%
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5
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