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EPR Properties
EPR

Overview Fund Activity

353 hedge funds and large institutions have $2.23B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+5
Holders Change %
+1.44%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
47
Increased
128
Reduced
129
Closed
38
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.74M
Net Calls Change
+$11.1M

Top Buyers

1
SA
Sycale Advisors
New York
$31.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.2M
3
ACM
Advisors Capital Management
New Jersey
$19.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
$43.3M
5
BlackRock
BlackRock
New York
$441M

Top Sellers

1
Invesco
Invesco
Georgia
$43.6M
2
PI
PGGM Investments
Netherlands
$0
3
SSA
Schonfeld Strategic Advisors
New York
$3.4M
4
UBS AM
UBS AM
Illinois
$4.75M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
151
Arizona State Retirement System
Arizona
$889K +$20.4K +485 +2%
PCIA
152
Prime Capital Investment Advisors
Kansas
$839K -$1.97K -47 -0.2%
Pacer Advisors
153
Pacer Advisors
Pennsylvania
$836K +$365K +8,688 +77%
PCM
154
Penserra Capital Management
California
$822K +$203K +4,832 +33%
Wellington Management Group
155
Wellington Management Group
Massachusetts
$792K -$518K -12,348 -40%
FFN
156
Focus Financial Network
Minnesota
$783K +$211K +4,755 +37%
SOMRS
157
State of Michigan Retirement System
Michigan
$764K -$12.6K -300 -2%
SC
158
Savant Capital
Illinois
$758K +$758K +18,061 New
BHCM
159
Brevan Howard Capital Management
Jersey
$757K -$317K -7,549 -30%
SACTSONJ
160
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$756K – – –
LAM
161
LECAP Asset Management
United Kingdom
$751K +$27K +642 +4%
CP
162
Camelot Portfolios
Ohio
$748K +$312K +7,429 +71%
DekaBank Deutsche Girozentrale
163
DekaBank Deutsche Girozentrale
Germany
$739K – – –
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$736K +$203K +4,839 +38%
II
165
IFM Investors
Australia
$729K +$729K +17,371 New
SG Americas Securities
166
SG Americas Securities
New York
$728K +$423K +10,075 +139%
NMIMC
167
Northwestern Mutual Investment Management Company
Wisconsin
$709K +$3.65K +87 +0.5%
Creative Planning
168
Creative Planning
Kansas
$686K +$115K +2,733 +20%
AIP
169
Ameritas Investment Partners
Nebraska
$676K -$33.5K -797 -5%
PS
170
Pensionfund Sabic
Netherlands
$672K – – –
Neuberger Berman Group
171
Neuberger Berman Group
New York
$671K -$5.67K -135 -0.8%
PAG
172
Private Advisor Group
New Jersey
$669K +$369K +8,792 +123%
Stifel Financial
173
Stifel Financial
Missouri
$663K -$227K -5,406 -26%
OPERF
174
Oregon Public Employees Retirement Fund
Oregon
$661K -$122K -2,900 -16%
WC
175
Waterloo Capital
Texas
$660K +$660K +15,724 New
5 6
7
8 9