EPR Properties
363 hedge funds and large institutions have $2.38B invested in EPR Properties in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 148 increasing their positions, 98 reducing their positions, and 46 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
51% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 98
26% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 46
2% more funds holding
Funds holding: 356 → 363 (+7)
0.13% less ownership
Funds ownership: 71% → 70.87% (-0.13%)
10% less capital invested
Capital invested by funds: $2.63B → $2.38B (-$255M)
11% less call options, than puts
Call options by funds: $15M | Put options by funds: $16.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$28.7M |
| 2 |
Millennium Management
New York
|
+$15.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$15.3M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$9.07M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$5.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$33.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$20.1M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$13.3M |
| 4 |
Two Sigma Investments
New York
|
-$9.76M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$7.93M |
EPR Hedge Fund Activity: Q4 2024 in Review
363 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q4 2024, worth a combined $2.38B — down 9.7% from $2.63B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new EPR positions and 46 closed out — a net gain of 12 holders — while 148 added to existing stakes and 98 trimmed.
The largest buyer was UBS Group, adding an estimated $28.7M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $33.4M sold.
- 363 institutional investors held EPR Properties (EPR) as of Q4 2024, up from 356 in Q3 2024.
- Funds reported $2.38B of EPR Properties stock for Q4 2024, down 9.7% quarter-over-quarter.
- 58 funds opened new EPR Properties positions in Q4 2024 and 46 closed out, a net change of +12 holders.
- The largest EPR Properties buyer in Q4 2024 was UBS Group, an estimated $28.7M added.
- The largest EPR Properties seller in Q4 2024 was Balyasny Asset Management, an estimated $33.4M sold.
Based on aggregated 13F filings for Q4 2024.