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EPR Properties
EPR

Overview Fund Activity

329 hedge funds and large institutions have $3.74B invested in EPR Properties in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-24
Holders Change %
-6.8%
% of All Funds
7.55%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
136
Reduced
110
Closed
64
Calls
$10.9M
Puts
$15.4M
Net Calls
-$4.47M
Net Calls Change
+$2.05M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$78.3M
2
PI
PGGM Investments
Netherlands
+$68M
3
Cohen & Steers
Cohen & Steers
New York
+$31.4M
4
WCM
Wedge Capital Management
North Carolina
+$27.4M
5
WMSA
Weiss Multi-Strategy Advisers
New York
+$21.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$46.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$32.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$24M
4
SFM
Systematic Financial Management
New Jersey
-$20.7M
5
UIC
Uniplan Investment Counsel
Wisconsin
-$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
176
Liberty Mutual Group Asset Management
Massachusetts
$699K -$202K -3,647 -22%
AB
177
Amalgamated Bank
New York
$697K -$5.48K -99 -0.8%
CCM
178
Coldstream Capital Management
Washington
$680K +$128K +2,315 +23%
GHCM
179
Glen Harbor Capital Management
California
$675K +$435K +7,840 +181%
Treasurer of the State of North Carolina
180
Treasurer of the State of North Carolina
North Carolina
$675K +$675K +12,179 New
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$600K -$165K -2,981 -22%
RWA
182
Ropes Wealth Advisors
Massachusetts
$589K -$44.3K -800 -7%
BC
183
Brinker Capital
Pennsylvania
$589K +$245K +4,427 +71%
Holocene Advisors
184
Holocene Advisors
New York
$588K +$588K +10,605 New
USAA
185
United Services Automobile Association
Texas
$567K +$567K +10,228 New
PAS
186
Park Avenue Securities
New York
$563K +$200K +3,683 +55%
Russell Investments Group
187
Russell Investments Group
United Kingdom
$555K -$561K -10,175 -50%
Mitsubishi UFJ Asset Management
188
Mitsubishi UFJ Asset Management
Japan
$555K +$52.5K +948 +10%
XK
189
Xact Kapitalforvaltning
Sweden
$522K +$205K +3,700 +65%
SXL
190
Summit X LLC
Missouri
$514K +$45.5K +820 +10%
Creative Planning
191
Creative Planning
Kansas
$504K -$110K -1,981 -18%
RJFSA
192
Raymond James Financial Services Advisors
Florida
$488K -$98.2K -1,773 -17%
Stifel Financial
193
Stifel Financial
Missouri
$486K -$100K -1,821 -17%
VIA
194
Vident Investment Advisory
Georgia
$482K +$145K +2,640 +43%
IA
195
IFP Advisors
Florida
$474K – – –
PCM
196
Prelude Capital Management
New York
$465K +$465K +8,393 New
ECM
197
EII Capital Management
New York
$461K -$37.1K -670 -7%
6M
198
6 Meridian
Kansas
$447K +$91.1K +1,643 +26%
PA
199
Profund Advisors
Maryland
$443K -$41.7K -753 -9%
SAM
200
Securian Asset Management
Minnesota
$437K -$1.85M -33,368 -81%
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8
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