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EPR Properties
EPR

Overview Fund Activity

352 hedge funds and large institutions have $2.59B invested in EPR Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
124
Reduced
140
Closed
44
Calls
$15.3M
Puts
$20.2M
Net Calls
-$4.87M
Net Calls Change
-$1.14M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$36.8M
2
UBS AM
UBS AM
Illinois
$22.4M
3
PCM
Penn Capital Management
Pennsylvania
$14M
4
CIM
Centersquare Investment Management
Pennsylvania
$13.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.6M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
AQR Capital Management
AQR Capital Management
Connecticut
$39M
3
Millennium Management
Millennium Management
New York
$11.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22.3M
5
Morgan Stanley
Morgan Stanley
New York
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SACTSONJ
151
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$883K – – –
SOMRS
152
State of Michigan Retirement System
Michigan
$882K -$9.81K -200 -1%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$874K -$698K -14,224 -44%
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$864K – – –
PS
155
Pensionfund Sabic
Netherlands
$858K +$73.5K +1,500 +9%
SC
156
Savant Capital
Illinois
$854K -$31.2K -637 -4%
II
157
IFM Investors
Australia
$854K +$2.16K +44 +0.3%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$839K +$102K +2,071 +14%
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$824K -$4.41K -90 -0.5%
LAM
160
LECAP Asset Management
United Kingdom
$815K -$62.1K -1,267 -7%
SSA
161
Schonfeld Strategic Advisors
New York
$814K -$3.15M -64,298 -79%
PAG
162
Private Advisor Group
New Jersey
$799K +$17.2K +350 +2%
Aberdeen Group
163
Aberdeen Group
United Kingdom
$772K +$104K +2,121 +16%
AIP
164
Ameritas Investment Partners
Nebraska
$762K -$27.5K -561 -3%
OPERF
165
Oregon Public Employees Retirement Fund
Oregon
$758K -$14.7K -300 -2%
SMDAM
166
Sumitomo Mitsui DS Asset Management
Japan
$751K +$132K +2,695 +21%
NMERB
167
New Mexico Educational Retirement Board
New Mexico
$750K – – –
WC
168
Waterloo Capital
Texas
$738K -$32.9K -670 -4%
1IA
169
1620 Investment Advisors
Massachusetts
$728K +$16.7K +341 +2%
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$727K +$81.8K +1,668 +13%
Man Group
171
Man Group
United Kingdom
$718K -$6.3M -128,507 -90%
NRD
172
Nebula Research & Development
New York
$716K -$1.51M -30,803 -68%
Victory Capital Management
173
Victory Capital Management
Texas
$709K -$55.7K -1,136 -7%
PWA
174
PCG Wealth Advisors
Kansas
$692K – – –
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$688K +$175K +3,562 +34%
5 6
7
8 9