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EPR Properties
EPR

Overview Fund Activity

348 hedge funds and large institutions have $4.37B invested in EPR Properties in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
7.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
48
Increased
125
Reduced
108
Closed
27
Calls
$22.5M
Puts
$24.2M
Net Calls
-$1.75M
Net Calls Change
+$2.72M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$90M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$396M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
BlackRock
4
BlackRock
New York
$553M
5
SI
5
Scout Investments
Missouri
$46.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$307M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$184M
3
GT
3
Glenmede Trust
Pennsylvania
$1.91M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$686M
5
WCM
5
Wedge Capital Management
North Carolina
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
176
Amalgamated Bank
New York
$951K +$135K +2,089 +17%
CIC
177
Cornercap Investment Counsel
Georgia
$918K +$918K +14,175 New
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$909K +$842K +13,004 +1,260%
NJBEST
179
New Jersey Better Educational Savings Trust
New Jersey
$907K – – –
LSAG
180
Lake Street Advisors Group
New Hampshire
$900K +$900K +13,886 New
TRSOTSOK
181
Teachers Retirement System of the State of Kentucky
Kentucky
$868K – – –
Baird Financial Group
182
Baird Financial Group
Wisconsin
$840K -$68.4K -1,056 -8%
LMGAM
183
Liberty Mutual Group Asset Management
Massachusetts
$834K +$16.5K +254 +2%
NMIMC
184
Northwestern Mutual Investment Management Company
Wisconsin
$823K -$33.7K -521 -4%
CCM
185
Coldstream Capital Management
Washington
$822K +$26.3K +406 +3%
VF
186
Virtu Financial
New York
$812K +$574K +8,866 +242%
BC
187
Brinker Capital
Pennsylvania
$805K +$116K +1,790 +17%
Cambridge Investment Research Advisors
188
Cambridge Investment Research Advisors
Iowa
$772K -$47.7K -737 -6%
RWA
189
Ropes Wealth Advisors
Massachusetts
$757K +$68.1K +1,051 +10%
LTFS
190
Ladenburg Thalmann Financial Services
Florida
$755K – – –
PCM
191
Price Capital Management
Louisiana
$736K +$736K +11,359 New
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$699K -$2.33K -36 -0.3%
Mitsubishi UFJ Asset Management
193
Mitsubishi UFJ Asset Management
Japan
$682K +$32.4K +500 +5%
FRM
194
Fox Run Management
Connecticut
$669K +$669K +10,333 New
USAA
195
United Services Automobile Association
Texas
$663K – – –
XK
196
Xact Kapitalforvaltning
Sweden
$643K +$32.4K +500 +5%
HSBC Holdings
197
HSBC Holdings
United Kingdom
$609K +$119K +1,831 +24%
11A
198
10-15 Associates
New York
$601K +$96.9K +1,495 +19%
Janney Montgomery Scott
199
Janney Montgomery Scott
Pennsylvania
$599K -$377K -5,821 -39%
AW
200
Alpha Windward
Massachusetts
$593K +$583K +8,996 +5,918%
6 7
8
9 10