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EPR Properties
EPR

Overview Fund Activity

361 hedge funds and large institutions have $2.38B invested in EPR Properties in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
146
Reduced
97
Closed
45
Calls
$15M
Puts
$16.9M
Net Calls
-$1.92M
Net Calls Change
+$2.95M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.6M
2
Millennium Management
Millennium Management
New York
$25.6M
3
American Century Companies
American Century Companies
Missouri
$48.1M
4
Northern Trust
Northern Trust
Illinois
$37.4M
5
LSV Asset Management
LSV Asset Management
Illinois
$50M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Invesco
Invesco
Georgia
$27.2M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
176
Kestra Private Wealth Services
Texas
$608K +$11K +249 +2%
KIM
177
Kestra Investment Management
Texas
$603K +$603K +13,625 New
SIC
178
Samalin Investment Counsel
New York
$602K +$2.57K +58 +0.4%
AIMCA
179
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$562K – – –
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$561K +$51.5K +1,163 +10%
CP
181
Covalent Partners
Massachusetts
$554K +$554K +12,500 New
GLF
182
Groupe la Francaise
France
$550K +$550K +12,601 New
M&T Bank
183
M&T Bank
New York
$532K -$5.63K -127 -1%
VI
184
Versor Investments
New York
$531K -$293K -6,616 -36%
HH
185
Hilltop Holdings
Texas
$528K +$528K +11,917 New
AssetMark Inc
186
AssetMark Inc
California
$523K -$732K -16,529 -58%
KAS
187
Kestra Advisory Services
Texas
$517K +$517K +11,682 New
GC
188
Guggenheim Capital
Illinois
$516K -$3.88M -87,525 -88%
WS
189
Wedbush Securities
California
$511K +$511K +11,535 New
MWM
190
Maridea Wealth Management
New York
$510K +$510K +11,510 New
Osaic Holdings
191
Osaic Holdings
Arizona
$502K -$948K -21,376 -65%
MNBTD
192
Moody National Bank Trust Division
Texas
$493K -$12.7K -286 -3%
TI
193
Tidal Investments
Wisconsin
$480K +$480K +10,841 New
TFA
194
Teamwork Financial Advisors
Texas
$473K +$473K +10,689 New
KA
195
Kovack Advisors
Florida
$473K -$78K -1,761 -14%
NAM
196
Nissay Asset Management
Japan
$459K +$18K +409 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
197
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$457K +$116K +2,616 +34%
TRCT
198
Tower Research Capital (TRC)
New York
$455K +$323K +7,288 +243%
Nomura Holdings
199
Nomura Holdings
Japan
$445K +$445K +10,049 New
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$443K -$178K -4,016 -29%
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