EPR icon

EPR Properties
EPR

Overview Fund Activity

353 hedge funds and large institutions have $2.23B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+5
Holders Change %
+1.44%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
47
Increased
128
Reduced
129
Closed
38
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.74M
Net Calls Change
+$11.1M

Top Buyers

1
SA
Sycale Advisors
New York
$31.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.2M
3
ACM
Advisors Capital Management
New Jersey
$19.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
$43.3M
5
BlackRock
BlackRock
New York
$441M

Top Sellers

1
Invesco
Invesco
Georgia
$43.6M
2
PI
PGGM Investments
Netherlands
$0
3
SSA
Schonfeld Strategic Advisors
New York
$3.4M
4
UBS AM
UBS AM
Illinois
$4.75M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
176
Handelsbanken Fonder
Sweden
$659K +$101K +2,400 +18%
Victory Capital Management
177
Victory Capital Management
Texas
$655K -$1.21M -28,878 -65%
NMERB
178
New Mexico Educational Retirement Board
New Mexico
$642K – – –
Pathstone Holdings
179
Pathstone Holdings
New Jersey
$632K -$16.3K -388 -3%
Cerity Partners
180
Cerity Partners
New York
$609K +$8.35K +199 +1%
1IA
181
1620 Investment Advisors
Massachusetts
$609K +$49.9K +1,188 +9%
RFN
182
RDA Financial Network
Iowa
$597K -$3.36K -80 -0.6%
PWA
183
PCG Wealth Advisors
Kansas
$592K – – –
TYCC
184
Texas Yale Capital Corp
Florida
$577K – – –
Aberdeen Group
185
Aberdeen Group
United Kingdom
$572K -$19K -453 -3%
Simplex Trading
186
Simplex Trading
Illinois
$556K -$48.2K -1,148 -8%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$552K +$155K +3,692 +39%
N
188
Natixis
France
$551K -$2.5M -59,638 -82%
SIC
189
Samalin Investment Counsel
New York
$548K +$43.2K +1,029 +9%
VI
190
Versor Investments
New York
$546K -$626K -14,900 -53%
KA
191
Kovack Advisors
Florida
$544K +$544K +12,956 New
SMDAM
192
Sumitomo Mitsui DS Asset Management
Japan
$529K – – –
KAS
193
Kestra Advisory Services
Texas
$528K +$528K +12,485 New
HighTower Advisors
194
HighTower Advisors
Illinois
$525K -$2.12M -49,924 -80%
UOC
195
UBS O'Connor
Illinois
$512K +$235K +5,600 +85%
VPIM
196
Vanguard Personalized Indexing Management
California
$508K +$17K +406 +3%
VanEck Associates
197
VanEck Associates
New York
$483K +$32.9K +785 +7%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$478K -$4.24K -101 -0.9%
ZIM
199
Zacks Investment Management
Illinois
$467K -$4.38M -104,241 -90%
M&T Bank
200
M&T Bank
New York
$459K -$18.9K -451 -4%
6 7
8
9 10