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EPR Properties

320 hedge funds and large institutions have $2.13B invested in EPR Properties in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 116 increasing their positions, 113 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $14.6M

3% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 113

0.69% more ownership

Funds ownership: 78.4%79.08% (+0.69%)

5% less funds holding

Funds holding: 336320 (-16)

22% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 50

23% less capital invested

Capital invested by funds: $2.75B → $2.13B (-$623M)

Holders
320
Holders Change
-16
Holders Change %
-4.76%
% of All Funds
5.51%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
39
Increased
116
Reduced
113
Closed
50
Calls
$19.1M
Puts
$14.6M
Net Calls
+$4.48M
Net Calls Change
+$5M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
176
D.A. Davidson & Co
Montana
$448K +$2.69K +57 +0.5%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$434K -$5.23M -110,937 -90%
YIH
178
Y-Intercept (HK)
Hong Kong
$433K +$570K +12,081 New
CBOR
179
Community Bank of Raymore
Missouri
$430K
ZCM
180
Ziegler Capital Management
Illinois
$427K -$2.31K -49 -0.4%
AA
181
ALPS Advisors
Colorado
$427K +$46K +975 +9%
NMERB
182
New Mexico Educational Retirement Board
New Mexico
$423K
MPPLM
183
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$415K +$61.3K +1,299 +13%
EGM
184
Engineers Gate Manager
New York
$404K +$206K +4,375 +63%
UBS Group
185
UBS Group
Switzerland
$398K -$3.74M -79,262 -88%
ERSOT
186
Employees Retirement System of Texas
Texas
$394K
M&T Bank
187
M&T Bank
New York
$392K -$3.44K -73 -0.7%
MNBTD
188
Moody National Bank Trust Division
Texas
$391K +$514K +10,894 New
NMIMC
189
Northwestern Mutual Investment Management Company
Wisconsin
$389K -$80.9K -1,715 -14%
Public Employees Retirement Association of Colorado
190
Public Employees Retirement Association of Colorado
Colorado
$382K
Fidelity Investments
191
Fidelity Investments
Massachusetts
$381K -$1.5M -31,775 -75%
Neuberger Berman Group
192
Neuberger Berman Group
New York
$379K +$161K +3,410 +48%
BNP Paribas Financial Markets
193
BNP Paribas Financial Markets
France
$379K +$63.3K +1,342 +15%
JMPWA
194
JP Morgan Private Wealth Advisors
California
$373K +$490K +10,394 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
195
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$372K -$827K -17,522 -63%
RIM
196
Redpoint Investment Management
Australia
$363K +$56.5K +1,198 +13%
TRSOTSOK
197
Teachers Retirement System of the State of Kentucky
Kentucky
$363K +$477K +10,114 New
CGH
198
Crossmark Global Holdings
Texas
$361K -$5.66K -120 -1%
VLKIM
199
Van Lanschot Kempen Investment Management
Netherlands
$359K +$198K +4,200 +72%
SMDAM
200
Sumitomo Mitsui DS Asset Management
Japan
$344K +$38.6K +819 +9%