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EPR Properties
EPR

Overview Fund Activity

341 hedge funds and large institutions have $4.59B invested in EPR Properties in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 118 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
-4
Holders Change %
-1.16%
% of All Funds
8.51%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
38
Increased
123
Reduced
118
Closed
35
Calls
$6.99M
Puts
$9.54M
Net Calls
-$2.56M
Net Calls Change
-$3.07M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$363M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$808M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$241M
4
Prudential Financial
4
Prudential Financial
New Jersey
$46.6M
5
American Century Companies
5
American Century Companies
Missouri
$24.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$44.7M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$19.5M
3
NIPH
3
NN Investment Partners Holdings
Netherlands
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$8.73M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
176
Osterweis Capital Management
California
$912K – – –
CCM
177
CrestPoint Capital Management
Missouri
$900K – – –
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$899K +$899K +12,802 New
RWA
179
Ropes Wealth Advisors
Massachusetts
$888K +$92.4K +1,325 +12%
RJFSA
180
Raymond James Financial Services Advisors
Florida
$874K -$208K -2,978 -19%
FIM
181
Friedberg Investment Management
Texas
$870K -$2.67M -38,237 -75%
AB
182
Amalgamated Bank
New York
$836K -$27.1K -389 -3%
TRSOTSOK
183
Teachers Retirement System of the State of Kentucky
Kentucky
$821K – – –
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$809K +$152K +2,178 +23%
MML Investors Services
185
MML Investors Services
Massachusetts
$782K +$117K +1,677 +18%
RFC
186
Regions Financial Corp
Alabama
$767K -$3.63K -52 -0.5%
FWIA
187
Fort Washington Investment Advisors
Ohio
$761K -$349K -5,000 -31%
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$761K -$174K -2,493 -19%
Rafferty Asset Management
189
Rafferty Asset Management
New York
$731K +$82K +1,175 +13%
Squarepoint
190
Squarepoint
New York
$728K +$431K +6,180 +145%
TC
191
Telemus Capital
Michigan
$697K – – –
PA
192
Profund Advisors
Maryland
$697K +$30.6K +438 +5%
CCM
193
Coldstream Capital Management
Washington
$695K +$15.2K +218 +2%
Verition Fund Management
194
Verition Fund Management
Connecticut
$689K +$488K +6,993 +242%
Pacer Advisors
195
Pacer Advisors
Pennsylvania
$686K +$38.2K +547 +6%
JIM
196
Jupiter Investment Management
United Kingdom
$669K +$669K +9,600 New
COPPSERS
197
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$652K -$70 -1 -0%
PS
198
Pensionfund Sabic
Netherlands
$649K – – –
AG
199
Advisor Group
Arizona
$648K +$105K +1,507 +19%
Mitsubishi UFJ Asset Management
200
Mitsubishi UFJ Asset Management
Japan
$633K -$41.2K -591 -6%
6 7
8
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