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EPR Properties
EPR

Overview Fund Activity

351 hedge funds and large institutions have $2.76B invested in EPR Properties in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
116
Reduced
115
Closed
27
Calls
$12.2M
Puts
$15.8M
Net Calls
-$3.65M
Net Calls Change
+$18.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$12.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.7M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
WCP
3
Waterfront Capital Partners
New York
$0
4
Millennium Management
4
Millennium Management
New York
$9.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
151
Prime Capital Investment Advisors
Kansas
$944K +$14.4K +297 +2%
Pictet Asset Management
152
Pictet Asset Management
Switzerland
$933K +$30.2K +623 +3%
AG
153
Algert Global
California
$914K -$103K -2,130 -10%
SG Americas Securities
154
SG Americas Securities
New York
$911K -$857K -17,679 -48%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$885K +$33.3K +687 +4%
SOMRS
156
State of Michigan Retirement System
Michigan
$876K +$4.85K +100 +0.6%
SACTSONJ
157
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$872K – – –
CP
158
Camelot Portfolios
Ohio
$867K +$335K +6,922 +63%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$841K +$35.3K +728 +4%
SRAM
160
Spouting Rock Asset Management
Pennsylvania
$837K -$141K -2,915 -14%
AIP
161
Ameritas Investment Partners
Nebraska
$818K – – –
NMIMC
162
Northwestern Mutual Investment Management Company
Wisconsin
$812K +$2.62K +54 +0.3%
NSIM
163
North Star Investment Management
Illinois
$782K – – –
Pacer Advisors
164
Pacer Advisors
Pennsylvania
$777K +$470K +9,698 +153%
NMERB
165
New Mexico Educational Retirement Board
New Mexico
$741K – – –
Aberdeen Group
166
Aberdeen Group
United Kingdom
$706K -$27.8K -573 -4%
Mitsubishi UFJ Trust & Banking
167
Mitsubishi UFJ Trust & Banking
Japan
$703K -$53.2K -1,098 -7%
Voloridge Investment Management
168
Voloridge Investment Management
Florida
$694K -$504K -10,402 -42%
RFN
169
RDA Financial Network
Iowa
$693K -$3.73K -77 -0.5%
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$692K +$96.1K +1,984 +16%
PS
171
Pensionfund Sabic
Netherlands
$678K – – –
MCI
172
MRP Capital Investments
Georgia
$676K -$572K -11,797 -46%
FC
173
FORA Capital
Florida
$668K +$668K +13,778 New
TYCC
174
Texas Yale Capital Corp
Florida
$666K – – –
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$644K +$4.84K +100 +0.8%
5 6
7
8 9