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EPR Properties
EPR

Overview Fund Activity

307 hedge funds and large institutions have $2.87B invested in EPR Properties in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 103 increasing their positions, 105 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-7
Holders Change %
-2.23%
% of All Funds
5.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
103
Reduced
105
Closed
36
Calls
$73.7M
Puts
$18M
Net Calls
+$55.7M
Net Calls Change
-$36.1M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$52.4M
2
BC
2
Brookfield Corp
Ontario, Canada
$74M
3
Millennium Management
3
Millennium Management
New York
$34.2M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$37.7M
5
WCP
5
Waterfront Capital Partners
New York
$14.2M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$2.3M
2
RCM
2
Redwood Capital Management
New York
$9.36M
3
Bank of America
3
Bank of America
North Carolina
$6.14M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$13.8M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$2.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
201
Wealthstar Advisors
Texas
$259K +$99 +2 +0%
ProShare Advisors
202
ProShare Advisors
Maryland
$256K -$24K -485 -9%
Acadian Asset Management
203
Acadian Asset Management
Massachusetts
$255K -$104K -2,111 -29%
P
204
Pitcairn
Pennsylvania
$245K +$9.18K +186 +4%
Rafferty Asset Management
205
Rafferty Asset Management
New York
$239K -$57K -1,152 -19%
SSA
206
Schonfeld Strategic Advisors
New York
$237K -$262K -5,300 -52%
MML Investors Services
207
MML Investors Services
Massachusetts
$233K +$40.7K +823 +21%
PTC
208
Private Trust Company
Ohio
$219K -$10.6K -215 -5%
MA
209
Mutual Advisors
Nebraska
$213K +$213K +4,313 New
Wellington Management Group
210
Wellington Management Group
Massachusetts
$213K +$213K +4,324 New
TWM
211
Triton Wealth Management
Arizona
$212K +$2.08K +40 +1%
BRWA
212
B. Riley Wealth Advisors
Florida
$210K +$210K +4,250 New
BFA
213
Beaumont Financial Advisors
Massachusetts
$207K -$8.26M -167,252 -98%
SCM
214
Shelton Capital Management
Colorado
$206K – – –
CM
215
Capula Management
Cayman Islands
$206K +$206K +4,170 New
LNWWM
216
Laird Norton Wetherby Wealth Management
California
$201K -$940 -19 -0.5%
AAS
217
Avantax Advisory Services
Texas
$200K +$5.13K +104 +3%
IAIM
218
International Assets Investment Management
Florida
$193K +$193K +117,645 New
WAM
219
Wolverine Asset Management
Illinois
$184K -$451K -9,153 -71%
Schroder Investment Management Group
220
Schroder Investment Management Group
United Kingdom
$178K +$10.1K +205 +6%
VanEck Associates
221
VanEck Associates
New York
$171K +$23.1K +469 +16%
HWA
222
Heritage Wealth Advisors
Virginia
$148K – – –
HFM
223
Harvest Fund Management
China
$119K +$12.8K +260 +12%
PA
224
PSI Advisors
Florida
$119K +$119K +2,401 New
S
225
SignatureFD
Georgia
$110K +$6.12K +124 +6%
7 8
9
10 11