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EPR Properties
EPR

Overview Fund Activity

325 hedge funds and large institutions have $2.25B invested in EPR Properties in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 133 increasing their positions, 101 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-7
Holders Change %
-2.11%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
133
Reduced
101
Closed
37
Calls
$17.5M
Puts
$94.3M
Net Calls
-$76.8M
Net Calls Change
-$45.2M

Top Buyers

1
BlackRock
BlackRock
New York
$430M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$13.5M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$8.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$440M
5
ECM
ExodusPoint Capital Management
New York
$5.07M

Top Sellers

1
DCM
Discovery Capital Management
Connecticut
$0
2
Barclays
Barclays
United Kingdom
$780K
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$3.15M
4
Goldman Sachs
Goldman Sachs
New York
$19.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$80K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCI
176
MRP Capital Investments
Georgia
$472K +$130K +3,400 +38%
BNP Paribas Financial Markets
177
BNP Paribas Financial Markets
France
$470K +$10.9K +285 +2%
SEI Investments
178
SEI Investments
Pennsylvania
$469K +$469K +12,309 New
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$458K – – –
Massachusetts Financial Services
180
Massachusetts Financial Services
Massachusetts
$450K -$5.83M -152,995 -93%
CBOR
181
Community Bank of Raymore
Missouri
$447K – – –
Fidelity Investments
182
Fidelity Investments
Massachusetts
$442K +$63.9K +1,677 +17%
DT
183
Diversified Trust
Tennessee
$432K +$432K +11,341 New
SMDAM
184
Sumitomo Mitsui DS Asset Management
Japan
$429K – – –
MNBTD
185
Moody National Bank Trust Division
Texas
$426K +$5.91K +155 +1%
M&T Bank
186
M&T Bank
New York
$424K +$9.44K +248 +2%
Mackenzie Financial
187
Mackenzie Financial
Ontario, Canada
$421K -$45.8K -1,203 -10%
CM
188
Caption Management
Oklahoma
$419K – – –
PS
189
Pensionfund Sabic
Netherlands
$411K +$114K +3,000 +38%
Wolverine Trading
190
Wolverine Trading
Illinois
$410K +$115K +3,107 +39%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$406K – – –
PCM
192
Penserra Capital Management
California
$390K +$72.9K +1,914 +23%
CGH
193
Crossmark Global Holdings
Texas
$388K +$611 +16 +0.2%
AA
194
ALPS Advisors
Colorado
$386K -$35.6K -934 -8%
CCM
195
Coldstream Capital Management
Washington
$384K +$1.41K +37 +0.4%
DADC
196
D.A. Davidson & Co
Montana
$379K +$82.4K +2,162 +28%
X
197
Xponance
Pennsylvania
$378K +$191 +5 +0.1%
VOYA Investment Management
198
VOYA Investment Management
Georgia
$360K -$4.69K -123 -1%
ASFA
199
All Season Financial Advisors
Colorado
$352K +$3.39K +89 +1%
JPMPWA
200
J.P. Morgan Private Wealth Advisors
California
$346K -$47K -1,233 -12%
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8
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