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EPR Properties
EPR

Overview Fund Activity

335 hedge funds and large institutions have $1.53B invested in EPR Properties in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 106 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-90
Holders Change %
-21.18%
% of All Funds
7.4%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
46
Increased
127
Reduced
106
Closed
131
Calls
$8.01M
Puts
$21.8M
Net Calls
-$13.8M
Net Calls Change
+$8.66M

Top Buyers

1
NTCM
1
Nut Tree Capital Management
New York
$46M
2
Bank of America
2
Bank of America
North Carolina
$50.6M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$69.3M
4
BlackRock
4
BlackRock
New York
$260M
5
Millennium Management
5
Millennium Management
New York
$12.7M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$65.3M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.58M
3
Invesco
3
Invesco
Georgia
$42.3M
4
Fidelity International
4
Fidelity International
Bermuda
$0
5
SI
5
Scout Investments
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
201
Avantax Advisory Services
Texas
$223K +$40.1K +1,656 +22%
6M
202
6 Meridian
Kansas
$223K +$41.3K +1,707 +23%
CB
203
Commerce Bank
Missouri
$216K +$53.5K +2,207 +33%
ECM
204
EII Capital Management
New York
$212K -$38.6K -1,592 -15%
P
205
&Partners
Tennessee
$203K -$4.84K -200 -2%
KBC Group
206
KBC Group
Belgium
$196K +$36.1K +1,491 +23%
SAM
207
Securian Asset Management
Minnesota
$195K -$3.33M -137,279 -94%
FDCDDQ
208
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156K -$133K -5,498 -46%
Mitsubishi UFJ Trust & Banking
209
Mitsubishi UFJ Trust & Banking
Japan
$153K – – –
AIL
210
AGF Investments LLC
Ontario, Canada
$141K -$317K -13,068 -69%
AAM
211
Advisors Asset Management
Colorado
$138K -$4.47K -184 -3%
ICA
212
Infrastructure Capital Advisors
New York
$133K +$133K +5,500 New
AII
213
AGF Investments Inc
Ontario, Canada
$127K +$127K +5,236 New
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$123K -$13.5K -559 -10%
PCIA
215
Prime Capital Investment Advisors
Kansas
$123K +$70K +2,898 +132%
LMAM
216
Legg Mason Asset Management
Japan
$109K +$109K +4,465 New
PCM
217
Prelude Capital Management
New York
$95K +$31.8K +1,309 +50%
LIA
218
LS Investment Advisors
Michigan
$93K – – –
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$77K – – –
DCM
220
Dupont Capital Management
Delaware
$73K -$479K -19,806 -87%
PVH
221
Psagot Value Holdings
Israel
$73K +$24.3K +1,000 +50%
SC
222
Steph & Co
Wisconsin
$71K +$1.26K +52 +2%
WEC
223
Winslow Evans & Crocker
Massachusetts
$70K – – –
RMC
224
Resources Management Corp
Connecticut
$66K +$27.5K +1,135 +72%
Acadian Asset Management
225
Acadian Asset Management
Massachusetts
$66K +$66K +2,733 New
7 8
9
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