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EPR Properties
EPR

Overview Fund Activity

345 hedge funds and large institutions have $4.54B invested in EPR Properties in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 133 increasing their positions, 104 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+49
Holders Change %
+16.55%
% of All Funds
8.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
71
Increased
133
Reduced
104
Closed
19
Calls
$8.59M
Puts
$8.08M
Net Calls
+$511K
Net Calls Change
-$2.37M

Top Buyers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
$198M
2
Cohen & Steers
Cohen & Steers
New York
$198M
3
Principal Financial Group
Principal Financial Group
Iowa
$277M
4
O
OppenheimerFunds
New York
$37.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$776M

Top Sellers

1
Invesco
Invesco
Georgia
$122M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$53.3M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$109M
4
William Blair Investment Management
William Blair Investment Management
Illinois
$1.24M
5
SI
Scout Investments
Missouri
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWCI
201
Alpine Woods Capital Investors
New York
$648K – – –
NA
202
Neuburgh Advisers
California
$640K +$90.4K +1,258 +16%
SCM
203
Sandler Capital Management
New York
$640K +$336K +4,675 +111%
FMBTD
204
First Midwest Bank Trust Division
Illinois
$605K +$103K +1,437 +21%
HW
205
Hancock Whitney
Mississippi
$596K +$596K +8,290 New
Baird Financial Group
206
Baird Financial Group
Wisconsin
$585K +$49.3K +685 +9%
IG
207
ING Group
Netherlands
$560K +$560K +7,794 New
AG
208
Advisor Group
Arizona
$558K +$290K +4,029 +108%
SXL
209
Summit X LLC
Missouri
$548K +$548K +7,630 New
Lazard Asset Management
210
Lazard Asset Management
New York
$541K – – –
ARTA
211
A.R.T. Advisors
New York
$539K -$21.6K -300 -4%
CIM
212
Cetera Investment Management
California
$529K -$117K -1,623 -18%
FCM
213
Flinton Capital Management
Pennsylvania
$527K +$74.4K +1,036 +16%
HighTower Advisors
214
HighTower Advisors
Illinois
$518K +$518K +7,206 New
WA
215
WFG Advisors
Texas
$505K +$157K +2,178 +45%
NJBEST
216
New Jersey Better Educational Savings Trust
New Jersey
$503K -$71.9K -1,000 -13%
SACTSONJ
217
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$503K – – –
AW
218
Alpha Windward
Massachusetts
$486K +$29K +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 +$9.79K +136 +2%
SBIA
222
Sheaff Brock Investment Advisors
Indiana
$469K +$157K +2,191 +50%
ONB
223
Old National Bancorp
Indiana
$469K +$469K +6,526 New
QT
224
Quantbot Technologies
New York
$449K +$154K +2,146 +52%
DWT
225
Dorsey & Whitney Trust
South Dakota
$429K -$38.4K -534 -8%
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