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EPR Properties
EPR

Overview Fund Activity

348 hedge funds and large institutions have $4.37B invested in EPR Properties in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+19
Holders Change %
+5.78%
% of All Funds
7.98%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
48
Increased
125
Reduced
108
Closed
27
Calls
$22.5M
Puts
$24.2M
Net Calls
-$1.75M
Net Calls Change
+$2.72M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$90M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$396M
3
Fidelity International
3
Fidelity International
Bermuda
$38.9M
4
BlackRock
4
BlackRock
New York
$553M
5
SI
5
Scout Investments
Missouri
$46.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$307M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$184M
3
GT
3
Glenmede Trust
Pennsylvania
$1.91M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$686M
5
WCM
5
Wedge Capital Management
North Carolina
$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
201
Park Avenue Securities
New York
$574K -$94.8K -1,468 -14%
ECM
202
EII Capital Management
New York
$539K – – –
Russell Investments Group
203
Russell Investments Group
United Kingdom
$527K -$126K -1,935 -19%
SAM
204
Securian Asset Management
Minnesota
$521K +$9.27K +143 +2%
SXL
205
Summit X LLC
Missouri
$514K -$84.6K -1,310 -14%
6M
206
6 Meridian
Kansas
$510K -$12.2K -189 -2%
Canada Pension Plan Investment Board
207
Canada Pension Plan Investment Board
Ontario, Canada
$505K +$188K +2,900 +59%
WA
208
Wealthstar Advisors
Texas
$501K -$37.5K -545 -7%
DTL
209
Dynamic Technology Lab
Singapore
$484K +$484K +7,474 New
AAM
210
Advisors Asset Management
Colorado
$483K -$578K -8,917 -54%
PA
211
Profund Advisors
Maryland
$468K -$50.7K -782 -10%
BCM
212
BlueCrest Capital Management
Jersey
$468K +$468K +7,220 New
AG
213
Advisor Group
Arizona
$452K -$50.1K -771 -10%
ARTA
214
A.R.T. Advisors
New York
$447K +$447K +6,900 New
FMBTD
215
First Midwest Bank Trust Division
Illinois
$442K +$44K +680 +11%
IA
216
IFP Advisors
Florida
$431K -$37.4K -577 -8%
SCM
217
Shelton Capital Management
Colorado
$416K -$16.2K -250 -4%
PIA
218
Pinion Investment Advisors
Kansas
$415K -$87.1K -1,345 -17%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$411K -$40.3K -621 -9%
CM
220
Columbus Macro
Pennsylvania
$408K -$4.28M -65,614 -91%
RQS
221
Ramsey Quantitative Systems
Kentucky
$397K +$397K +6,134 New
SWA
222
SFMG Wealth Advisors
Texas
$353K – – –
HEIP
223
Hudson Edge Investment Partners
New Jersey
$340K +$69.9K +1,079 +26%
PAM
224
Panagora Asset Management
Massachusetts
$334K +$190K +2,935 +132%
MA
225
Mutual Advisors
Nebraska
$333K – – –
7 8
9
10 11