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EPR Properties
EPR

Overview Fund Activity

416 hedge funds and large institutions have $4.94B invested in EPR Properties in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 160 increasing their positions, 120 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
9.05%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
53
Increased
160
Reduced
120
Closed
42
Calls
$13.7M
Puts
$15.3M
Net Calls
-$1.52M
Net Calls Change
-$2.23M

Top Buyers

1
Invesco
1
Invesco
Georgia
$235M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$65.1M
3
RJA
3
Raymond James & Associates
Florida
$32.5M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$19.1M
5
State Street
5
State Street
Massachusetts
$242M

Top Sellers

1
BC
1
Brookfield Corp
Ontario, Canada
$0
2
BlackRock
2
BlackRock
New York
$696M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$80.2M
4
Ameriprise
4
Ameriprise
Minnesota
$16.7M
5
CC
5
Carlson Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PDN
126
Pensionfund DSM Netherlands
Netherlands
$2.56M – – –
Franklin Resources
127
Franklin Resources
California
$2.56M +$1.22M +16,383 +92%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$2.53M +$2.53M +33,914 New
VEA
129
Virtus ETF Advisers
New York
$2.53M +$2.53M +33,875 New
Russell Investments Group
130
Russell Investments Group
United Kingdom
$2.42M +$602K +8,066 +33%
HI
131
Honeywell International
North Carolina
$2.4M – – –
UOC
132
UBS O'Connor
Illinois
$2.38M +$2.38M +31,900 New
KBC Group
133
KBC Group
Belgium
$2.37M +$838K +11,231 +55%
LPL Financial
134
LPL Financial
California
$2.34M +$255K +3,418 +12%
Pacer Advisors
135
Pacer Advisors
Pennsylvania
$2.34M +$2.34M +31,338 New
PCM
136
Polaris Capital Management
Massachusetts
$2.32M -$656K -8,800 -22%
TWM
137
Torch Wealth Management
Ohio
$2.31M -$7.46K -100 -0.3%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$2.26M +$76.7K +1,028 +4%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$2.22M +$70.9K +950 +3%
SI
140
Stephens Inc
Arkansas
$2.22M -$9.92K -133 -0.4%
PI
141
PEAK6 Investments
Illinois
$2.21M +$2.21M +29,640 New
USAA
142
United Services Automobile Association
Texas
$2.21M +$29.9K +401 +1%
SW
143
SVB Wealth
Massachusetts
$2.19M -$3.51K -47 -0.2%
DWM
144
Dakota Wealth Management
Florida
$2.14M +$1.75M +23,425 +442%
RJFSA
145
Raymond James Financial Services Advisors
Florida
$2.12M -$117K -1,564 -5%
SCM
146
Stevens Capital Management
Pennsylvania
$2.09M +$2.09M +28,058 New
CIC
147
Crawford Investment Counsel
Georgia
$2.06M +$93.6K +1,255 +5%
TIAAOA
148
Teachers Insurance & Annuity Association of America
New York
$2.02M -$3.09M -41,474 -60%
Stifel Financial
149
Stifel Financial
Missouri
$2M +$168K +2,267 +9%
Creative Planning
150
Creative Planning
Kansas
$1.94M -$66.2K -888 -3%
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6
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