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EPR Properties
EPR

Overview Fund Activity

325 hedge funds and large institutions have $2.45B invested in EPR Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
115
Reduced
119
Closed
42
Calls
$14.9M
Puts
$36.7M
Net Calls
-$21.8M
Net Calls Change
-$23.3M

Top Buyers

1
RIM
Rush Island Management
New York
$42.6M
2
Prudential Financial
Prudential Financial
New Jersey
$39.5M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.9M
4
Group One Trading
Group One Trading
Illinois
$8.92M
5
Renaissance Technologies
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
BlackRock
BlackRock
New York
$422M
3
HRES
Heitman Real Estate Securities
Illinois
$0
4
WCP
Waterfront Capital Partners
New York
$34.9M
5
Cohen & Steers
Cohen & Steers
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTL
176
Oak Thistle LLC
New York
$498K +$307K +7,389 +160%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$478K +$9.8K +230 +2%
SMDAM
178
Sumitomo Mitsui DS Asset Management
Japan
$468K – – –
Creative Planning
179
Creative Planning
Kansas
$467K -$56.3K -1,356 -11%
Allspring Global Investments
180
Allspring Global Investments
North Carolina
$456K -$28.9K -696 -6%
ZCM
181
Ziegler Capital Management
Illinois
$456K -$52.9K -1,274 -10%
CP
182
Camelot Portfolios
Ohio
$455K -$336K -8,099 -42%
MCI
183
MRP Capital Investments
Georgia
$455K +$274K +15,532 +152%
BPCE
184
Bank Pictet & Cie (Europe)
Germany
$446K -$18.8K -453 -4%
M&T Bank
185
M&T Bank
New York
$439K -$4.87K -117 -1%
CCM
186
Coldstream Capital Management
Washington
$419K -$2.16K -52 -0.5%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$412K -$250K -6,014 -38%
CGH
188
Crossmark Global Holdings
Texas
$407K -$9.67K -231 -2%
ASFA
189
All Season Financial Advisors
Colorado
$401K +$18.8K +453 +5%
X
190
Xponance
Pennsylvania
$400K +$21.1K +508 +6%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$396K -$1.35M -32,490 -77%
VOYA Investment Management
192
VOYA Investment Management
Georgia
$391K -$2.04K -49 -0.5%
NYLIM
193
New York Life Investment Management
New York
$388K -$61.8K -1,487 -14%
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$383K -$59.8K -1,437 -13%
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$382K +$382K +9,203 New
EAM
196
Erste Asset Management
Austria
$380K – – –
NAM
197
Nissay Asset Management
Japan
$379K +$24.1K +580 +7%
DADC
198
D.A. Davidson & Co
Montana
$376K -$11.6K -280 -3%
VanEck Associates
199
VanEck Associates
New York
$364K +$15.1K +363 +4%
AIA
200
Affinity Investment Advisors
California
$342K +$342K +8,238 New
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8
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