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EPR Properties
EPR

Overview Fund Activity

361 hedge funds and large institutions have $2.38B invested in EPR Properties in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
146
Reduced
97
Closed
45
Calls
$15M
Puts
$16.9M
Net Calls
-$1.92M
Net Calls Change
+$2.95M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.6M
2
Millennium Management
Millennium Management
New York
$25.6M
3
American Century Companies
American Century Companies
Missouri
$48.1M
4
Northern Trust
Northern Trust
Illinois
$37.4M
5
LSV Asset Management
LSV Asset Management
Illinois
$50M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Invesco
Invesco
Georgia
$27.2M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
126
Jane Street
New York
$1.12M +$140K +3,168 +14%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12M -$23.5K -530 -2%
Daiwa Securities Group
128
Daiwa Securities Group
Japan
$1.11M -$4.12K -93 -0.4%
Aberdeen Group
129
Aberdeen Group
United Kingdom
$1.11M +$414K +9,360 +59%
GCP
130
GSA Capital Partners
United Kingdom
$1.1M +$39.5K +891 +4%
MPPLM
131
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.09M +$80K +1,806 +8%
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$1.06M +$65.1K +1,470 +7%
TCM
133
TT Capital Management
California
$1.05M +$1.05M +23,125 New
SCM
134
Sterling Capital Management
North Carolina
$1.04M -$267K -6,023 -20%
ASRS
135
Arizona State Retirement System
Arizona
$973K +$8.28K +187 +0.9%
BAM
136
Bastion Asset Management
Canada
$966K +$966K +21,568 New
Cerity Partners
137
Cerity Partners
New York
$951K +$78.3K +1,707 +9%
KK
138
KLP Kapitalforvaltning
Norway
$944K +$944K +21,200 New
GC
139
Globeflex Capital
California
$943K -$108K -2,429 -10%
UM
140
UniSuper Management
Australia
$939K – – –
FFN
141
Focus Financial Network
Minnesota
$931K +$103K +2,321 +12%
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$930K – – –
PCM
143
Penserra Capital Management
California
$908K -$158K -3,564 -15%
PCIA
144
Prime Capital Investment Advisors
Kansas
$851K +$3.99K +90 +0.5%
N
145
Natixis
France
$839K +$225K +5,080 +37%
Cetera Investment Advisers
146
Cetera Investment Advisers
Illinois
$813K -$13.2K -299 -2%
RDIA
147
RE Dickinson Investment Advisors
Iowa
$809K -$94K -212 -10%
DAS
148
Diversify Advisory Services
Utah
$808K +$212K +4,794 +36%
SACTSONJ
149
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$797K – – –
SOMRS
150
State of Michigan Retirement System
Michigan
$792K -$4.43K -100 -0.6%
4 5
6
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