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 %
SACTSONJ
151
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$842K – – –
VPIM
152
Vanguard Personalized Indexing Management
California
$833K +$72.4K +1,547 +10%
MPPLM
153
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$830K +$151K +3,219 +22%
NMIMC
154
Northwestern Mutual Investment Management Company
Wisconsin
$783K +$4.03K +86 +0.5%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$782K +$127K +2,703 +19%
NSIM
156
North Star Investment Management
Illinois
$756K – – –
SPC
157
Sigma Planning Corp
Michigan
$750K -$328 -7 -0%
Cambridge Investment Research Advisors
158
Cambridge Investment Research Advisors
Iowa
$746K +$24.1K +515 +3%
Pacer Advisors
159
Pacer Advisors
Pennsylvania
$734K +$602K +12,861 +454%
NMERB
160
New Mexico Educational Retirement Board
New Mexico
$716K +$79.6K +1,700 +13%
ERSOT
161
Employees Retirement System of Texas
Texas
$702K -$1.68M -36,000 -71%
Aberdeen Group
162
Aberdeen Group
United Kingdom
$691K +$36.4K +777 +6%
RFN
163
RDA Financial Network
Iowa
$677K -$3.51K -75 -0.5%
TYCC
164
Texas Yale Capital Corp
Florida
$644K – – –
1IA
165
1620 Investment Advisors
Massachusetts
$628K -$796 -17 -0.1%
Mitsubishi UFJ Trust & Banking
166
Mitsubishi UFJ Trust & Banking
Japan
$620K -$65.4K -1,397 -10%
TRSOTSOK
167
Teachers Retirement System of the State of Kentucky
Kentucky
$620K +$57.8K +1,234 +10%
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$618K +$32.8K +700 +6%
Creative Planning
169
Creative Planning
Kansas
$590K +$165K +3,529 +39%
Truist Financial
170
Truist Financial
North Carolina
$586K -$103K -2,196 -15%
Massachusetts Financial Services
171
Massachusetts Financial Services
Massachusetts
$581K +$28.1K +601 +5%
PCM
172
Penserra Capital Management
California
$574K +$95.6K +2,045 +20%
SPA
173
Sherbrooke Park Advisers
New York
$574K +$574K +12,255 New
ZCM
174
Ziegler Capital Management
Illinois
$573K -$132K -2,818 -19%
PS
175
Pensionfund Sabic
Netherlands
$562K +$56.2K +1,200 +11%
5 6
7
8 9