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EPR Properties
EPR

Overview Fund Activity

348 hedge funds and large institutions have $2.28B invested in EPR Properties in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
5.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
157
Reduced
92
Closed
40
Calls
$17.6M
Puts
$32.4M
Net Calls
-$14.8M
Net Calls Change
-$11.2M

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$21.4M
2
Millennium Management
Millennium Management
New York
$21.6M
3
BlackRock
BlackRock
New York
$429M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27M
5
Renaissance Technologies
Renaissance Technologies
New York
$40.5M

Top Sellers

1
Invesco
Invesco
Georgia
$101M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.33M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Prudential Financial
Prudential Financial
New Jersey
$5.75M
5
Morgan Stanley
Morgan Stanley
New York
$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
176
Cerity Partners
New York
$608K +$402K +9,478 +196%
RFN
177
RDA Financial Network
Iowa
$607K – – –
PWA
178
PCG Wealth Advisors
Kansas
$599K +$262K +6,181 +78%
Aberdeen Group
179
Aberdeen Group
United Kingdom
$597K -$20.9K -493 -3%
TYCC
180
Texas Yale Capital Corp
Florida
$584K – – –
Creative Planning
181
Creative Planning
Kansas
$578K +$58.7K +1,383 +11%
1IA
182
1620 Investment Advisors
Massachusetts
$566K +$2.04K +48 +0.4%
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$565K – – –
CM
184
Capula Management
Cayman Islands
$562K +$562K +13,250 New
MCI
185
MRP Capital Investments
Georgia
$556K -$36.3K -855 -6%
ZCM
186
Ziegler Capital Management
Illinois
$548K +$40.6K +956 +8%
Cetera Investment Advisers
187
Cetera Investment Advisers
Illinois
$539K +$348K +8,205 +183%
SMDAM
188
Sumitomo Mitsui DS Asset Management
Japan
$535K – – –
YIH
189
Y-Intercept (HK)
Hong Kong
$535K -$325K -7,649 -38%
FFN
190
Focus Financial Network
Minnesota
$520K +$520K +12,858 New
Boston Partners
191
Boston Partners
Massachusetts
$517K +$517K +12,184 New
SIC
192
Samalin Investment Counsel
New York
$511K +$103K +2,424 +25%
VPIM
193
Vanguard Personalized Indexing Management
California
$497K -$25.1K -592 -5%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$488K +$2.72K +64 +0.6%
M&T Bank
195
M&T Bank
New York
$483K -$4.03K -95 -0.8%
Pacer Advisors
196
Pacer Advisors
Pennsylvania
$476K -$204K -4,812 -30%
VanEck Associates
197
VanEck Associates
New York
$456K +$10.4K +245 +2%
QT
198
Quantbot Technologies
New York
$455K +$455K +10,726 New
X
199
Xponance
Pennsylvania
$446K +$27.6K +651 +7%
CP
200
Camelot Portfolios
Ohio
$441K -$318K -7,488 -42%
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