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EPR Properties

346 hedge funds and large institutions have $4.54B invested in EPR Properties in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 133 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 19

28% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 104

17% more funds holding

Funds holding: 296346 (+50)

7% more capital invested

Capital invested by funds: $4.23B → $4.54B (+$311M)

6% more call options, than puts

Call options by funds: $8.59M | Put options by funds: $8.08M

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.84% less ownership

Funds ownership: 89.61%85.77% (-3.8%)

Holders
346
Holders Change
+50
Holders Change %
+16.89%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
72
Increased
133
Reduced
104
Closed
19
Calls
$8.59M
Puts
$8.08M
Net Calls
+$511K
Net Calls Change
-$2.37M
Name Holding Trade Value Shares
Change
Change in
Stake
AWCI
201
Alpine Woods Capital Investors
New York
$648K
NA
202
Neuburgh Advisers
California
$640K +$91.7K +1,258 +16%
SCM
203
Sandler Capital Management
New York
$640K +$341K +4,675 +111%
FMBTD
204
First Midwest Bank Trust Division
Illinois
$605K +$105K +1,437 +21%
HW
205
Hancock Whitney
Mississippi
$596K +$604K +8,290 New
Baird Financial Group
206
Baird Financial Group
Wisconsin
$585K +$49.9K +685 +9%
IG
207
ING Group
Netherlands
$560K +$568K +7,794 New
AG
208
Advisor Group
Arizona
$558K +$294K +4,029 +108%
SXL
209
Summit X LLC
Missouri
$548K +$556K +7,630 New
Lazard Asset Management
210
Lazard Asset Management
New York
$541K
ARTA
211
A.R.T. Advisors
New York
$539K -$21.9K -300 -4%
CIM
212
Cetera Investment Management
California
$529K -$118K -1,623 -18%
FCM
213
Flinton Capital Management
Pennsylvania
$527K +$75.5K +1,036 +16%
HighTower Advisors
214
HighTower Advisors
Illinois
$518K +$525K +7,206 New
WA
215
WFG Advisors
Texas
$505K +$159K +2,178 +45%
NJBEST
216
New Jersey Better Educational Savings Trust
New Jersey
$503K -$72.9K -1,000 -13%
SACTSONJ
217
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$503K
AW
218
Alpha Windward
Massachusetts
$486K +$29.4K +403 +6%
SCM
219
Shelton Capital Management
Colorado
$479K
GW
220
GW & Wade
Massachusetts
$477K
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$472K +$9.91K +136 +2%
SBIA
222
Sheaff Brock Investment Advisors
Indiana
$469K +$160K +2,191 +50%
ONB
223
Old National Bancorp
Indiana
$469K +$476K +6,526 New
QT
224
Quantbot Technologies
New York
$449K +$156K +2,146 +52%
DWT
225
Dorsey & Whitney Trust
South Dakota
$429K -$38.9K -534 -8%

EPR Hedge Fund Activity: Q2 2017 in Review

346 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2017, worth a combined $4.54B — up 7.4% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EPR positions and 19 closed out — a net gain of 53 holders — while 133 added to existing stakes and 104 trimmed.

The largest buyer was Daiwa Securities Group, adding an estimated $201M. The largest seller was Invesco, cutting an estimated $96M.

  • 346 institutional investors held EPR Properties (EPR) as of Q2 2017, up from 296 in Q1 2017.
  • Funds reported $4.54B of EPR Properties stock for Q2 2017, up 7.4% quarter-over-quarter.
  • 72 funds opened new EPR Properties positions in Q2 2017 and 19 closed out, a net change of +53 holders.
  • The largest EPR Properties buyer in Q2 2017 was Daiwa Securities Group, an estimated $201M added.
  • The largest EPR Properties seller in Q2 2017 was Invesco, an estimated $96M sold.

Based on aggregated 13F filings for Q2 2017.