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EPR Properties
EPR

Overview Fund Activity

249 hedge funds and large institutions have $3B invested in EPR Properties in 2015 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 93 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+2
Holders Change %
+0.81%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
93
Reduced
77
Closed
26
Calls
$2.61M
Puts
$2.11M
Net Calls
+$507K
Net Calls Change
+$933K

Top Buyers

1
OCM
Osterweis Capital Management
California
$59.7M
2
Principal Financial Group
Principal Financial Group
Iowa
$138M
3
RIM
Ranger International Management
Illinois
$12.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$69.3M
5
State Street
State Street
Massachusetts
$86.1M

Top Sellers

1
HRES
Heitman Real Estate Securities
Illinois
$0
2
Vanguard Group
Vanguard Group
Pennsylvania
$462M
3
EAM
Edge Asset Management
Washington
$33.1M
4
ESCM
Echo Street Capital Management
New York
$0
5
SAMC
Shinko Asset Management Company
Japan
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
176
GW & Wade
Massachusetts
$366K +$3.56K +65 +1%
PI
177
PineBridge Investments
New York
$361K -$444K -8,110 -55%
DWT
178
Dorsey & Whitney Trust
South Dakota
$355K +$355K +6,480 New
MAM
179
Martingale Asset Management
Massachusetts
$324K – – –
AMI
180
Amica Mutual Insurance
Rhode Island
$323K – – –
AB
181
Amalgamated Bank
New York
$323K +$323K +5,901 New
CL
182
Croft-Leominster
Maryland
$319K – – –
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$317K – – –
Squarepoint
184
Squarepoint
New York
$301K +$301K +5,500 New
AGM
185
Alpine Global Management
New York
$293K +$293K +5,349 New
Canada Life
186
Canada Life
Manitoba, Canada
$276K – – –
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$276K -$12.7K -232 -4%
DADC
188
D.A. Davidson & Co
Montana
$255K +$8.55K +157 +3%
FA
189
FDx Advisors
Illinois
$247K +$3.43K +62 +1%
WEC
190
Winslow Evans & Crocker
Massachusetts
$244K -$17.6K -322 -7%
AIP
191
Ameritas Investment Partners
Nebraska
$242K -$33K -602 -12%
WFI
192
West Family Investments
California
$241K – – –
APFBOT
193
Amica Pension Fund Board of Trustees
Rhode Island
$239K – – –
FMBTD
194
First Midwest Bank Trust Division
Illinois
$233K – – –
CIA
195
Choate Investment Advisors
Massachusetts
$233K -$3.4K -62 -1%
SCM
196
Shelton Capital Management
Colorado
$231K – – –
CAN
197
Cetera Advisor Networks
California
$224K – – –
AAM
198
Aston Asset Management
Illinois
$222K -$48.4K -886 -18%
D.E. Shaw & Co
199
D.E. Shaw & Co
New York
$221K +$221K +4,030 New
SPC
200
Sigma Planning Corp
Michigan
$219K +$11K +200 +5%
6 7
8
9 10