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EPR Properties

325 hedge funds and large institutions have $2.25B invested in EPR Properties in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 133 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
5.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
133
Reduced
101
Closed
37
Calls
$17.5M
Puts
$94.3M
Net Calls
-$76.8M
Net Calls Change
-$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
151
Greenland Capital Management
New York
$616K +$616K +16,171 New
NSIM
152
North Star Investment Management
Illinois
$615K
SPC
153
Sigma Planning Corp
Michigan
$611K +$155K +4,066 +34%
SRAM
154
Spouting Rock Asset Management
Pennsylvania
$608K +$205K +5,378 +51%
E
155
Ergoteles
New York
$603K +$603K +15,819 New
MG
156
Mather Group
Illinois
$600K -$32.6K -856 -5%
Cambridge Investment Research Advisors
157
Cambridge Investment Research Advisors
Iowa
$588K +$15.4K +403 +3%
PI
158
PEAK6 Investments
Illinois
$583K -$40K -1,051 -6%
ZCM
159
Ziegler Capital Management
Illinois
$574K +$5.14K +135 +0.9%
Truist Financial
160
Truist Financial
North Carolina
$560K +$686 +18 +0.1%
Mitsubishi UFJ Trust & Banking
161
Mitsubishi UFJ Trust & Banking
Japan
$558K -$11.6K -304 -2%
RFN
162
RDA Financial Network
Iowa
$554K -$10.5K -275 -2%
MPPLM
163
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$553K +$45.8K +1,203 +9%
Squarepoint
164
Squarepoint
New York
$550K +$35.2K +925 +7%
CP
165
Camelot Portfolios
Ohio
$535K -$3.77K -99 -0.7%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$533K +$114K +2,994 +27%
Aberdeen Group
167
Aberdeen Group
United Kingdom
$533K +$26.7K +701 +5%
TYCC
168
Texas Yale Capital Corp
Florida
$524K
NMERB
169
New Mexico Educational Retirement Board
New Mexico
$518K +$68.6K +1,800 +15%
Russell Investments Group
170
Russell Investments Group
United Kingdom
$512K -$50K -1,313 -9%
1IA
171
1620 Investment Advisors
Massachusetts
$512K +$9.94K +261 +2%
Acadian Asset Management
172
Acadian Asset Management
Massachusetts
$496K +$438K +11,504 +753%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$493K -$40.9K -1,072 -8%
NYLIM
174
New York Life Investment Management
New York
$484K +$89.2K +2,340 +23%
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$476K