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EPR Properties
EPR

Overview Fund Activity

351 hedge funds and large institutions have $2.76B invested in EPR Properties in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
116
Reduced
115
Closed
27
Calls
$12.2M
Puts
$15.8M
Net Calls
-$3.65M
Net Calls Change
+$18.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$12.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.7M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
WCP
3
Waterfront Capital Partners
New York
$0
4
Millennium Management
4
Millennium Management
New York
$9.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
176
1620 Investment Advisors
Massachusetts
$643K -$10.2K -211 -2%
Pathstone Holdings
177
Pathstone Holdings
New Jersey
$638K +$638K +13,161 New
EGM
178
Engineers Gate Manager
New York
$631K +$631K +13,025 New
PCM
179
Penserra Capital Management
California
$627K -$52.2K -1,079 -8%
ET
180
Entropy Technologies
New York
$618K +$618K +12,749 New
SMDAM
181
Sumitomo Mitsui DS Asset Management
Japan
$611K +$65.6K +1,353 +12%
AC
182
Allstate Corporation
Illinois
$601K -$3.2M -66,146 -84%
VPIM
183
Vanguard Personalized Indexing Management
California
$596K -$298K -6,158 -33%
Creative Planning
184
Creative Planning
Kansas
$593K +$48.3K +996 +9%
ZCM
185
Ziegler Capital Management
Illinois
$579K +$47.3K +977 +9%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$561K +$10.4K +213 +2%
M&T Bank
187
M&T Bank
New York
$556K +$44.4K +917 +9%
BPCE
188
Bank Pictet & Cie (Europe)
Germany
$520K – – –
VanEck Associates
189
VanEck Associates
New York
$508K +$83.6K +1,725 +20%
CT
190
ClearAlpha Technologies
Connecticut
$503K +$503K +10,372 New
X
191
Xponance
Pennsylvania
$477K +$10.5K +217 +2%
CCM
192
Coldstream Capital Management
Washington
$476K -$12.9K -266 -3%
LAM
193
LECAP Asset Management
United Kingdom
$472K +$472K +9,752 New
PI
194
PineBridge Investments
New York
$470K +$470K +9,700 New
CGH
195
Crossmark Global Holdings
Texas
$467K -$3.58K -74 -0.8%
SIC
196
Samalin Investment Counsel
New York
$465K +$158K +3,266 +52%
NAM
197
Nissay Asset Management
Japan
$463K +$21.1K +436 +5%
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$460K +$13.7K +283 +3%
ASFA
199
All Season Financial Advisors
Colorado
$456K -$12.5K -259 -3%
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$455K -$25.8K -532 -5%
6 7
8
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