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EPR Properties
EPR

Overview Fund Activity

403 hedge funds and large institutions have $5.04B invested in EPR Properties in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 150 increasing their positions, 126 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-13
Holders Change %
-3.13%
% of All Funds
8.85%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
40
Increased
150
Reduced
126
Closed
50
Calls
$11.5M
Puts
$14.7M
Net Calls
-$3.2M
Net Calls Change
-$1.68M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$56.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$30.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$916M
4
CC
4
Carlson Capital
Texas
$11.9M
5
SAM
5
Securian Asset Management
Minnesota
$10.8M

Top Sellers

1
State of New Jersey Common Pension Fund D
1
State of New Jersey Common Pension Fund D
New Jersey
$12.4M
2
Goldman Sachs
2
Goldman Sachs
New York
$41.4M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$32.3M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$52.8M
5
PPA
5
Parametric Portfolio Associates
Washington
$8.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
Neuburgh Advisers
California
$2.65M -$4.74M -61,710 -64%
Russell Investments Group
127
Russell Investments Group
United Kingdom
$2.58M +$86.8K +1,129 +3%
PDN
128
Pensionfund DSM Netherlands
Netherlands
$2.56M – – –
PCM
129
Polaris Capital Management
Massachusetts
$2.39M – – –
TWM
130
Torch Wealth Management
Ohio
$2.38M – – –
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$2.35M +$63.8K +830 +3%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$2.35M +$20.3K +264 +0.9%
DWM
133
Dakota Wealth Management
Florida
$2.34M +$130K +1,689 +6%
CIC
134
Crawford Investment Counsel
Georgia
$2.26M +$143K +1,860 +7%
Pacer Advisors
135
Pacer Advisors
Pennsylvania
$2.25M -$164K -2,135 -7%
JG
136
Jefferies Group
New York
$2.2M +$1.41M +18,371 +179%
Victory Capital Management
137
Victory Capital Management
Texas
$2.2M +$2.2M +28,634 New
RJFSA
138
Raymond James Financial Services Advisors
Florida
$2.19M -$231 -3 -0%
FCM
139
Flinton Capital Management
Pennsylvania
$2.18M -$3.91M -50,820 -64%
Stifel Financial
140
Stifel Financial
Missouri
$2.17M +$112K +1,453 +5%
Voloridge Investment Management
141
Voloridge Investment Management
Florida
$2.15M +$359K +4,670 +20%
Creative Planning
142
Creative Planning
Kansas
$1.97M -$30.5K -397 -2%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$1.95M -$10.8K -141 -0.6%
CC
144
Cipher Capital
New York
$1.95M +$124K +1,612 +7%
DCM
145
Dupont Capital Management
Delaware
$1.94M +$256K +3,327 +15%
SI
146
Stephens Inc
Arkansas
$1.86M -$424K -5,522 -19%
SCM
147
Sterling Capital Management
North Carolina
$1.78M -$2.87M -37,350 -62%
TIAAOA
148
Teachers Insurance & Annuity Association of America
New York
$1.77M -$315K -4,100 -15%
SOMRS
149
State of Michigan Retirement System
Michigan
$1.73M +$15.4K +200 +0.9%
TAM
150
Tyers Asset Management
Texas
$1.72M -$3.07M -39,930 -64%
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