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EPR Properties
EPR

Overview Fund Activity

361 hedge funds and large institutions have $2.38B invested in EPR Properties in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
146
Reduced
97
Closed
45
Calls
$15M
Puts
$16.9M
Net Calls
-$1.92M
Net Calls Change
+$2.95M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.6M
2
Millennium Management
Millennium Management
New York
$25.6M
3
American Century Companies
American Century Companies
Missouri
$48.1M
4
Northern Trust
Northern Trust
Illinois
$37.4M
5
LSV Asset Management
LSV Asset Management
Illinois
$50M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Invesco
Invesco
Georgia
$27.2M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
151
Private Advisor Group
New Jersey
$789K +$67.3K +1,521 +9%
DekaBank Deutsche Girozentrale
152
DekaBank Deutsche Girozentrale
Germany
$781K – – –
PS
153
Pensionfund Sabic
Netherlands
$775K – – –
SC
154
Savant Capital
Illinois
$774K +$2.52K +57 +0.3%
II
155
IFM Investors
Australia
$771K – – –
State of Tennessee, Department of Treasury
156
State of Tennessee, Department of Treasury
Tennessee
$767K -$21.6K -488 -3%
VPIM
157
Vanguard Personalized Indexing Management
California
$761K +$175K +3,951 +30%
NMIMC
158
Northwestern Mutual Investment Management Company
Wisconsin
$745K +$1.42K +32 +0.2%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$743K +$743K +16,773 New
WF
160
WinCap Financial
Massachusetts
$696K +$696K +15,719 New
BFM
161
Boothbay Fund Management
New York
$684K +$684K +15,442 New
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$683K -$1.02K -23 -0.1%
SMDAM
163
Sumitomo Mitsui DS Asset Management
Japan
$678K – – –
NMERB
164
New Mexico Educational Retirement Board
New Mexico
$677K – – –
Wealth Enhancement Advisory Services
165
Wealth Enhancement Advisory Services
Minnesota
$676K +$19.9K +450 +3%
AIP
166
Ameritas Investment Partners
Nebraska
$672K -$16.2K -366 -2%
1IA
167
1620 Investment Advisors
Massachusetts
$667K +$9.7K +219 +1%
SGI
168
Summit Global Investments
Utah
$658K -$593K -13,389 -47%
Pacer Advisors
169
Pacer Advisors
Pennsylvania
$656K -$377K -8,518 -37%
WC
170
Waterloo Capital
Texas
$631K -$35.6K -803 -5%
VanEck Associates
171
VanEck Associates
New York
$631K +$58.5K +1,321 +10%
PWA
172
PCG Wealth Advisors
Kansas
$625K – – –
Victory Capital Management
173
Victory Capital Management
Texas
$621K -$19.2K -434 -3%
RFN
174
RDA Financial Network
Iowa
$617K -$974 -22 -0.2%
TYCC
175
Texas Yale Capital Corp
Florida
$609K – – –
5 6
7
8 9