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EPR Properties
EPR

Overview Fund Activity

288 hedge funds and large institutions have $2.14B invested in EPR Properties in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 120 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-9
Holders Change %
-3.03%
% of All Funds
5.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
44
Increased
68
Reduced
120
Closed
51
Calls
$61.6M
Puts
$77.6M
Net Calls
-$16M
Net Calls Change
-$11.4M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$52.1M
2
Invesco
Invesco
Georgia
$178M
3
RCM
Redwood Capital Management
New York
$234M
4
BlackRock
BlackRock
New York
$401M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$19.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$50.7M
2
UIC
Uniplan Investment Counsel
Wisconsin
$0
3
WCM
Wedge Capital Management
North Carolina
$34.1M
4
GCM
Glendon Capital Management
California
$150K
5
Renaissance Technologies
Renaissance Technologies
New York
$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$77K – – –
S
202
SignatureFD
Georgia
$71K -$25.6K -790 -26%
GRP
203
Global Retirement Partners
California
$63K – – –
CG
204
Cutler Group
California
$60K +$21.8K +676 +57%
GWM
205
Geneos Wealth Management
Colorado
$49K -$24.6K -571 -33%
QCG
206
Quadrant Capital Group
Ohio
$42K -$9.72K -299 -19%
WC
207
Wexford Capital
Florida
$42K +$42K +1,301 New
CFGS
208
Concourse Financial Group Securities
Alabama
$38K -$14.6K -446 -28%
AWM
209
Accel Wealth Management
Iowa
$33K +$33K +1,006 New
SIS
210
Sound Income Strategies
Florida
$32K -$2.65K -81 -8%
PA
211
Parallel Advisors
California
$27K -$3.95K -120 -13%
MAM
212
Meeder Asset Management
Ohio
$24K -$1.21K -38 -5%
PWM
213
Perigon Wealth Management
California
$22K +$22K +670 New
SPIA
214
Steward Partners Investment Advisory
New York
$21K -$14.1K -438 -40%
APA
215
American Portfolios Advisors
New York
$20.8K – – –
LWA
216
Lenox Wealth Advisors
New York
$16K – – –
LC
217
Lindbrook Capital
California
$15K -$9K -282 -38%
BCA
218
Berman Capital Advisors
Georgia
$15K -$448 -14 -3%
BWA
219
BDO Wealth Advisors
Florida
$15K +$15K +450 New
RWA
220
Ropes Wealth Advisors
Massachusetts
$13K -$13.7K -420 -51%
NFSG
221
Newbridge Financial Services Group
Florida
$13K – – –
AWA
222
Arkadios Wealth Advisors
Georgia
$13K +$1.61K +50 +14%
CFD
223
Creative Financial Designs
Indiana
$10K – – –
JWA
224
JFS Wealth Advisors
Pennsylvania
$10K – – –
SWA
225
SOA Wealth Advisors
New York
$9K +$9K +225 New
7 8
9
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