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EPR Properties
EPR

Overview Fund Activity

314 hedge funds and large institutions have $3.13B invested in EPR Properties in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 85 increasing their positions, 106 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
314
Holders Change
+21
Holders Change %
+7.17%
% of All Funds
5.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
51
Increased
85
Reduced
106
Closed
28
Calls
$114M
Puts
$21.7M
Net Calls
+$91.8M
Net Calls Change
+$6.65M

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$31.4M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$38.2M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$56.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$19.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$22.3M

Top Sellers

1
RCM
1
Redwood Capital Management
New York
$46.3M
2
NTCM
2
Nut Tree Capital Management
New York
$21.1M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$41.4M
4
Bank of America
4
Bank of America
North Carolina
$37.8M
5
WCM
5
Wedge Capital Management
North Carolina
$5.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
201
Wealthstar Advisors
Texas
$276K +$276K +5,218 New
CIP
202
Cornerstone Investment Partners
Georgia
$252K +$252K +4,780 New
P
203
Pitcairn
Pennsylvania
$251K -$10.9K -208 -4%
PTC
204
Private Trust Company
Ohio
$245K – – –
YIH
205
Y-Intercept (HK)
Hong Kong
$236K +$236K +4,474 New
CAN
206
Cetera Advisor Networks
California
$228K +$228K +4,336 New
FC
207
FORA Capital
Florida
$224K +$224K +4,258 New
Walleye Trading
208
Walleye Trading
New York
$220K -$536K -10,160 -71%
SCM
209
Shelton Capital Management
Colorado
$220K +$220K +4,167 New
PA
210
Profund Advisors
Maryland
$220K +$220K +4,180 New
DADC
211
D.A. Davidson & Co
Montana
$220K +$220K +4,180 New
LNWWM
212
Laird Norton Wetherby Wealth Management
California
$215K +$215K +4,080 New
FIA
213
FNY Investment Advisers
New York
$210K – – –
AAS
214
Avantax Advisory Services
Texas
$208K +$208K +3,949 New
TC
215
TownSquare Capital
Utah
$207K +$207K +3,952 New
QI
216
QS Investors
New York
$206K +$206K +3,900 New
MML Investors Services
217
MML Investors Services
Massachusetts
$205K -$192K -3,647 -48%
FTDI
218
First Trust Direct Indexing
Massachusetts
$205K +$205K +3,891 New
BNP Paribas Asset Management
219
BNP Paribas Asset Management
France
$203K +$203K +3,848 New
URS
220
Utah Retirement Systems
Utah
$202K +$202K +3,838 New
TWM
221
Triton Wealth Management
Arizona
$201K +$201K +4,031 New
Schroder Investment Management Group
222
Schroder Investment Management Group
United Kingdom
$179K +$29.5K +560 +20%
CG
223
Cutler Group
California
$168K +$168K +3,200 New
HWA
224
Heritage Wealth Advisors
Virginia
$158K – – –
VanEck Associates
225
VanEck Associates
New York
$158K -$4.84K -92 -3%
7 8
9
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