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EPR Properties
EPR

Overview Fund Activity

249 hedge funds and large institutions have $3B invested in EPR Properties in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
93
Reduced
77
Closed
26
Calls
$2.61M
Puts
$2.11M
Net Calls
+$507K
Net Calls Change
+$933K

Top Buyers

1
OCM
Osterweis Capital Management
California
$59.7M
2
Principal Financial Group
Principal Financial Group
Iowa
$138M
3
RIM
Ranger International Management
Illinois
$12.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$69.3M
5
State Street
State Street
Massachusetts
$86.1M

Top Sellers

1
HRES
Heitman Real Estate Securities
Illinois
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$462M
3
EAM
Edge Asset Management
Washington
$33.1M
4
ESCM
Echo Street Capital Management
New York
$0
5
SAMC
Shinko Asset Management Company
Japan
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
151
LPL Financial
California
$711K +$107K +1,919 +18%
Millennium Management
152
Millennium Management
New York
$697K -$1.12M -20,535 -62%
IG
153
ING Group
Netherlands
$678K – – –
KAM
154
Keeley Asset Management
Illinois
$664K -$2.74K -50 -0.4%
Credit Agricole
155
Credit Agricole
France
$624K -$296K -5,400 -32%
MERSOM
156
Municipal Employees' Retirement System of Michigan
Michigan
$596K +$4.38K +80 +0.7%
Citigroup
157
Citigroup
New York
$553K -$738K -13,460 -57%
M&T Bank
158
M&T Bank
New York
$545K -$23.6K -432 -4%
Los Angeles Capital Management
159
Los Angeles Capital Management
California
$541K – – –
PS
160
Pensionfund Sabic
Netherlands
$537K – – –
AWCI
161
Alpine Woods Capital Investors
New York
$494K – – –
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$494K +$35.2K +643 +8%
Citadel Advisors
163
Citadel Advisors
Florida
$484K +$484K +8,830 New
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$476K +$137K +2,497 +40%
WWM
165
Willingdon Wealth Management
North Carolina
$439K +$439K +8,004 New
Baird Financial Group
166
Baird Financial Group
Wisconsin
$439K +$439K +8,023 New
MSA
167
Mason Street Advisors
Wisconsin
$433K +$17.8K +325 +4%
KBC Group
168
KBC Group
Belgium
$431K +$431K +7,860 New
PP
169
Paloma Partners
Connecticut
$404K +$105K +1,915 +35%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$395K -$853K -15,569 -68%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$391K +$89K +1,629 +29%
Mitsubishi UFJ Asset Management
172
Mitsubishi UFJ Asset Management
Japan
$390K +$49.3K +900 +14%
VIA
173
Vident Investment Advisory
Georgia
$371K +$13.5K +246 +4%
VKH
174
Virtu KCG Holdings
New York
$370K +$370K +6,750 New
Stifel Financial
175
Stifel Financial
Missouri
$369K +$168K +3,210 +84%
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