We are live on ! Find out more
EPR icon

EPR Properties

346 hedge funds and large institutions have $4.54B invested in EPR Properties in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 133 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

28% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 104

17% more funds holding

Funds holding: 296346 (+50)

7% more capital invested

Capital invested by funds: $4.23B → $4.54B (+$311M)

6% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $8.08M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.84% less ownership

Funds ownership: 89.61%85.77% (-3.8%)

Holders
346
Holders Change
+50
Holders Change %
+16.89%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
72
Increased
133
Reduced
104
Closed
19
Calls
$8.59M
Puts
$8.08M
Net Calls
+$511K
Net Calls Change
-$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
PDN
151
Pensionfund DSM Netherlands
Netherlands
$1.68M
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$1.67M +$73.5K +1,009 +5%
ProShare Advisors
153
ProShare Advisors
Maryland
$1.54M -$101K -1,382 -6%
TYCC
154
Texas Yale Capital Corp
Florida
$1.54M +$36.4K +500 +2%
SEI Investments
155
SEI Investments
Pennsylvania
$1.54M +$445K +6,109 +40%
SCM
156
Schnieders Capital Management
California
$1.54M +$104K +1,430 +7%
NBC
157
Neuberger Berman Canada
Ontario, Canada
$1.43M -$517K -7,089 -26%
MFIMFI
158
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.43M +$1.45M +19,855 New
KeyBank National Association
159
KeyBank National Association
Ohio
$1.42M -$409K -5,606 -22%
AIP
160
Ameritas Investment Partners
Nebraska
$1.38M +$20K +274 +1%
IA
161
IFP Advisors
Florida
$1.37M +$1.15M +15,799 +476%
VOYA Investment Management
162
VOYA Investment Management
Georgia
$1.35M -$104K -1,423 -7%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$1.35M -$350K -4,800 -20%
Creative Planning
164
Creative Planning
Kansas
$1.3M +$921K +12,636 +229%
PSUF
165
People's United Financial
Connecticut
$1.29M +$8.74K +120 +0.7%
William Blair Investment Management
166
William Blair Investment Management
Illinois
$1.24M -$12.8M -176,049 -91%
LSERS
167
Louisiana State Employees Retirement System
Louisiana
$1.2M +$36.4K +500 +3%
FWIA
168
Fort Washington Investment Advisors
Ohio
$1.14M +$21.9K +300 +2%
FA
169
FDx Advisors
Illinois
$1.14M -$123K -1,683 -10%
Cambridge Investment Research Advisors
170
Cambridge Investment Research Advisors
Iowa
$1.12M +$1.14M +15,581 New
RJFSA
171
Raymond James Financial Services Advisors
Florida
$1.11M +$392K +5,382 +53%
CBOR
172
Community Bank of Raymore
Missouri
$1.09M
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$1.08M -$1.82K -25 -0.2%
Jane Street
174
Jane Street
New York
$1.06M +$1.08M +14,775 New
URS
175
Utah Retirement Systems
Utah
$997K -$7.29K -100 -0.7%

EPR Hedge Fund Activity: Q2 2017 in Review

346 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2017, worth a combined $4.54B — up 7.4% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EPR positions and 19 closed out — a net gain of 53 holders — while 133 added to existing stakes and 104 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $201M. The largest seller was Invesco, cutting an estimated $96M.

  • 346 institutional investors held EPR Properties (EPR) as of Q2 2017, up from 296 in Q1 2017.
  • Funds reported $4.54B of EPR Properties stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 72 funds opened new EPR Properties positions in Q2 2017 and 19 closed out, a net change of +53 holders.
  • The largest EPR Properties buyer in Q2 2017 was Daiwa Securities Group, an estimated $201M added.
  • The largest EPR Properties seller in Q2 2017 was Invesco, an estimated $96M sold.

Based on aggregated 13F filings for Q2 2017.