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EPR Properties
EPR

Overview Fund Activity

345 hedge funds and large institutions have $4.54B invested in EPR Properties in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 133 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+49
Holders Change %
+16.55%
% of All Funds
8.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
71
Increased
133
Reduced
104
Closed
19
Calls
$8.59M
Puts
$8.08M
Net Calls
+$511K
Net Calls Change
-$2.37M

Top Buyers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
$198M
2
Cohen & Steers
Cohen & Steers
New York
$198M
3
Principal Financial Group
Principal Financial Group
Iowa
$277M
4
O
OppenheimerFunds
New York
$37.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$776M

Top Sellers

1
Invesco
Invesco
Georgia
$122M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$53.3M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$109M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$1.24M
5
SI
Scout Investments
Missouri
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$963K +$377K +5,256 +64%
OCM
177
Osterweis Capital Management
California
$940K -$143K -1,995 -13%
CCM
178
CrestPoint Capital Management
Missouri
$927K +$927K +12,900 New
AB
179
Amalgamated Bank
New York
$889K +$170K +2,368 +24%
BPM
180
Bowling Portfolio Management
Ohio
$865K +$865K +12,030 New
TRSOTSOK
181
Teachers Retirement System of the State of Kentucky
Kentucky
$846K -$71.9K -1,000 -8%
GCP
182
GSA Capital Partners
United Kingdom
$821K +$587K +8,168 +251%
RWA
183
Ropes Wealth Advisors
Massachusetts
$820K +$47.9K +666 +6%
QI
184
QS Investors
New York
$814K -$193K -2,687 -19%
GA
185
Geneva Advisors
Illinois
$797K +$797K +11,095 New
RFC
186
Regions Financial Corp
Alabama
$795K -$814K -11,314 -51%
NMIMC
187
Northwestern Mutual Investment Management Company
Wisconsin
$793K -$1.44K -20 -0.2%
TC
188
Telemus Capital
Michigan
$719K – – –
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$719K +$719K +10,010 New
CCM
190
Coldstream Capital Management
Washington
$701K +$78.8K +1,097 +13%
Mitsubishi UFJ Asset Management
191
Mitsubishi UFJ Asset Management
Japan
$695K -$34.2K -476 -5%
VKH
192
Virtu KCG Holdings
New York
$694K +$694K +9,660 New
Stifel Financial
193
Stifel Financial
Missouri
$689K +$58.7K +805 +9%
PA
194
Profund Advisors
Maryland
$686K -$153K -2,136 -18%
MML Investors Services
195
MML Investors Services
Massachusetts
$685K +$90.1K +1,254 +15%
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$677K +$5.9K +82 +0.9%
COPPSERS
197
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$672K -$1.01K -14 -0.1%
Rafferty Asset Management
198
Rafferty Asset Management
New York
$669K -$153K -2,126 -19%
PS
199
Pensionfund Sabic
Netherlands
$668K – – –
Pacer Advisors
200
Pacer Advisors
Pennsylvania
$667K +$215K +2,998 +48%
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8
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