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EPR Properties
EPR

354 hedge funds and large institutions have $2.22B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

1% more funds holding

Funds holding: 351 → 354 (+3)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

3% less capital invested

Capital invested by funds: $2.28B → $2.22B (-$57.1M)

1.04% less ownership

Funds ownership: 70.97% → 69.93% (-1%)

19% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $19.8M

Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
127
Reduced
130
Closed
40
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.74M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
SA
Sycale Advisors
New York
+$30.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.8M
3
ACM
Advisors Capital Management
New Jersey
+$19.5M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$16.8M
5
BlackRock
BlackRock
New York
+$15.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$55.3M
2
PI
PGGM Investments
Netherlands
-$54M
3
SSA
Schonfeld Strategic Advisors
New York
-$12.9M
4
UBS AM
UBS AM
Illinois
-$11.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCIA
151
Prime Capital Investment Advisors
Kansas
$839K -$1.93K -47 -0.2%
Pacer Advisors
152
Pacer Advisors
Pennsylvania
$836K +$357K +8,688 +77%
PCM
153
Penserra Capital Management
California
$822K +$199K +4,832 +33%
Wellington Management Group
154
Wellington Management Group
Massachusetts
$792K -$508K -12,348 -40%
FFN
155
Focus Financial Network
Minnesota
$783K +$196K +4,755 +37%
SOMRS
156
State of Michigan Retirement System
Michigan
$764K -$12.3K -300 -2%
SC
157
Savant Capital
Illinois
$758K +$743K +18,061 New
BHCM
158
Brevan Howard Capital Management
Jersey
$757K -$311K -7,549 -30%
SACTSONJ
159
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$756K – – –
LAM
160
LECAP Asset Management
United Kingdom
$751K +$26.4K +642 +4%
CP
161
Camelot Portfolios
Ohio
$748K +$306K +7,429 +71%
DekaBank Deutsche Girozentrale
162
DekaBank Deutsche Girozentrale
Germany
$739K – – –
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$736K +$199K +4,839 +38%
II
164
IFM Investors
Australia
$729K +$715K +17,371 New
SG Americas Securities
165
SG Americas Securities
New York
$728K +$415K +10,075 +139%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$709K +$3.58K +87 +0.5%
Creative Planning
167
Creative Planning
Kansas
$686K +$112K +2,733 +20%
AIP
168
Ameritas Investment Partners
Nebraska
$676K -$32.8K -797 -5%
PS
169
Pensionfund Sabic
Netherlands
$672K – – –
Neuberger Berman Group
170
Neuberger Berman Group
New York
$671K -$5.55K -135 -0.8%
PAG
171
Private Advisor Group
New Jersey
$669K +$362K +8,792 +123%
Stifel Financial
172
Stifel Financial
Missouri
$663K -$222K -5,406 -26%
OPERF
173
Oregon Public Employees Retirement Fund
Oregon
$661K -$119K -2,900 -16%
WC
174
Waterloo Capital
Texas
$660K +$647K +15,724 New
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$659K +$98.7K +2,400 +18%
5 6
7
8 9

EPR Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2024, worth a combined $2.22B — down 2.5% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EPR positions and 40 closed out — a net gain of 7 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Sycale Advisors, opening a new position worth an estimated $30.7M. The largest seller was Invesco, cutting an estimated $55.3M.

  • 354 institutional investors held EPR Properties (EPR) as of Q2 2024, up from 351 in Q1 2024.
  • Funds reported $2.22B of EPR Properties stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 47 funds opened new EPR Properties positions in Q2 2024 and 40 closed out, a net change of +7 holders.
  • The largest EPR Properties buyer in Q2 2024 was Sycale Advisors, an estimated $30.7M added.
  • The largest EPR Properties seller in Q2 2024 was Invesco, an estimated $55.3M sold.

Based on aggregated 13F filings for Q2 2024.