EPR icon

EPR Properties
EPR

Overview Fund Activity

288 hedge funds and large institutions have $2.14B invested in EPR Properties in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 120 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-9
Holders Change %
-3.03%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
44
Increased
68
Reduced
120
Closed
51
Calls
$61.6M
Puts
$77.6M
Net Calls
-$16M
Net Calls Change
-$11.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$52.1M
2
Invesco
2
Invesco
Georgia
$178M
3
RCM
3
Redwood Capital Management
New York
$234M
4
BlackRock
4
BlackRock
New York
$401M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$19.9M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$50.7M
2
UIC
2
Uniplan Investment Counsel
Wisconsin
$0
3
WCM
3
Wedge Capital Management
North Carolina
$34.1M
4
GCM
4
Glendon Capital Management
California
$150K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
176
EII Capital Management
New York
$262K -$68.9K -2,116 -21%
RJFSA
177
Raymond James Financial Services Advisors
Florida
$262K +$262K +8,045 New
X
178
Xponance
Pennsylvania
$259K +$3.74K +115 +1%
TRCT
179
Tower Research Capital (TRC)
New York
$259K +$195K +6,009 +308%
IAA
180
Independent Advisor Alliance
North Carolina
$250K +$6.54K +201 +3%
VRS
181
Virginia Retirement Systems
Virginia
$234K -$585K -18,000 -71%
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$231K +$231K +7,123 New
SAM
183
Securian Asset Management
Minnesota
$230K -$5.59K -172 -2%
CCM
184
Coldstream Capital Management
Washington
$225K +$225K +6,935 New
MPPLM
185
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$222K +$222K +6,835 New
BFM
186
Boothbay Fund Management
New York
$221K -$100K -3,088 -31%
CFA
187
Carroll Financial Associates
North Carolina
$220K +$191K +5,879 +646%
NAM
188
Nissay Asset Management
Japan
$212K -$47.5K -1,463 -18%
RJA
189
Raymond James & Associates
Florida
$211K -$91.9K -2,833 -30%
SAS
190
Stelac Advisory Services
New York
$205K – – –
AWM
191
AE Wealth Management
Kansas
$204K +$204K +6,282 New
PCIA
192
Prime Capital Investment Advisors
Kansas
$186K – – –
PAM
193
Panagora Asset Management
Massachusetts
$179K – – –
AAM
194
Advisors Asset Management
Colorado
$175K -$63.9K -1,970 -27%
PHK
195
Point72 Hong Kong
Hong Kong
$171K -$130K -4,011 -43%
GCM
196
Glendon Capital Management
California
$150K -$13M -400,407 -99%
HWA
197
Heritage Wealth Advisors
Virginia
$98K – – –
PVH
198
Psagot Value Holdings
Israel
$98K – – –
VanEck Associates
199
VanEck Associates
New York
$97K +$24.2K +745 +33%
GWMIA
200
Global Wealth Management Investment Advisory
Florida
$86K +$10.3K +318 +14%
6 7
8
9 10