EPR icon

EPR Properties
EPR

Overview Fund Activity

338 hedge funds and large institutions have $2.73B invested in EPR Properties in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
47
Increased
106
Reduced
124
Closed
31
Calls
$16.7M
Puts
$15.1M
Net Calls
+$1.53M
Net Calls Change
+$78.3M

Top Buyers

1
WCP
Waterfront Capital Partners
New York
$56.9M
2
Cohen & Steers
Cohen & Steers
New York
$28.9M
3
SSA
Schonfeld Strategic Advisors
New York
$15.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$15.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$26.8M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$22.3M
2
BlackRock
BlackRock
New York
$497M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3M
4
HRES
Heitman Real Estate Securities
Illinois
$15.7M
5
Goldman Sachs
Goldman Sachs
New York
$7.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$1.26M – – –
AssetMark Inc
127
AssetMark Inc
California
$1.21M -$124K -2,648 -9%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$1.21M +$27.2K +582 +2%
JSL
129
JT Stratford LLC
Georgia
$1.19M -$39.9K -852 -3%
SDIC
130
South Dakota Investment Council
South Dakota
$1.13M – – –
CIC
131
Cornercap Investment Counsel
Georgia
$1.09M – – –
Daiwa Securities Group
132
Daiwa Securities Group
Japan
$1.08M +$9.59K +205 +0.9%
LSERS
133
Louisiana State Employees Retirement System
Louisiana
$1.03M +$98.3K +2,100 +11%
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$1.02M -$14K -300 -1%
Citigroup
135
Citigroup
New York
$1.02M -$252K -5,378 -20%
CM
136
Caption Management
Oklahoma
$1M +$487K +10,400 +95%
ASRS
137
Arizona State Retirement System
Arizona
$989K -$27.8K -594 -3%
MYAM
138
Meiji Yasuda Asset Management
Japan
$983K – – –
UM
139
UniSuper Management
Australia
$983K +$983K +21,000 New
SRAM
140
Spouting Rock Asset Management
Pennsylvania
$971K +$225K +4,802 +30%
Russell Investments Group
141
Russell Investments Group
United Kingdom
$940K +$311K +6,635 +49%
GCP
142
GSA Capital Partners
United Kingdom
$908K +$131K +2,794 +17%
PCIA
143
Prime Capital Investment Advisors
Kansas
$897K +$54.2K +1,158 +6%
GCM
144
Greenland Capital Management
New York
$896K +$139K +2,968 +18%
PAMS
145
Pictet Asset Management (Switzerland)
Switzerland
$894K -$123K -2,635 -12%
CP
146
Camelot Portfolios
Ohio
$892K +$235K +5,023 +36%
AIP
147
Ameritas Investment Partners
Nebraska
$880K -$23.1K -493 -3%
SOMRS
148
State of Michigan Retirement System
Michigan
$870K -$18.7K -400 -2%
SG Americas Securities
149
SG Americas Securities
New York
$861K -$1.56M -33,395 -64%
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$855K -$37.9K -795 -4%
4 5
6
7 8