EPR icon

EPR Properties
EPR

Overview Fund Activity

321 hedge funds and large institutions have $2.79B invested in EPR Properties in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 94 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
4.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
58
Increased
106
Reduced
94
Closed
40
Calls
$54.5M
Puts
$14.8M
Net Calls
+$39.6M
Net Calls Change
-$16M

Top Buyers

1
CIM
Centersquare Investment Management
Pennsylvania
$59.3M
2
Prudential Financial
Prudential Financial
New Jersey
$65.1M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$49.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
$527M
5
TCA
Taconic Capital Advisors
New York
$16.6M

Top Sellers

1
NTCM
Nut Tree Capital Management
New York
$0
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$0
3
Citadel Advisors
Citadel Advisors
Florida
$14.6M
4
Invesco
Invesco
Georgia
$303M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
201
Neuberger Berman Group
New York
$282K +$282K +7,145 New
VanEck Associates
202
VanEck Associates
New York
$275K +$110K +2,324 +67%
US Bancorp
203
US Bancorp
Minnesota
$274K -$38.8K -814 -12%
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$270K +$270K +5,681 New
AAM
205
Advisors Asset Management
Colorado
$249K -$3.94K -83 -2%
WA
206
Wealthstar Advisors
Texas
$247K +$189 +4 +0.1%
P
207
Pitcairn
Pennsylvania
$244K +$8.03K +169 +3%
BFM
208
Boothbay Fund Management
New York
$242K +$242K +5,099 New
OTPPB
209
Ontario Teachers' Pension Plan Board
Ontario, Canada
$240K +$240K +5,051 New
E
210
Ergoteles
New York
$239K +$239K +5,024 New
PAM
211
Panagora Asset Management
Massachusetts
$237K -$282K -5,934 -54%
SPC
212
Sigma Planning Corp
Michigan
$236K +$236K +4,959 New
MML Investors Services
213
MML Investors Services
Massachusetts
$234K +$10.4K +220 +5%
BRWA
214
B. Riley Wealth Advisors
Florida
$231K +$28.7K +604 +14%
PI
215
PEAK6 Investments
Illinois
$227K +$227K +4,773 New
William Blair & Company
216
William Blair & Company
Illinois
$226K +$226K +4,758 New
RSWM
217
Robertson Stephens Wealth Management
California
$224K +$224K +4,700 New
JF
218
Jump Financial
Illinois
$223K +$223K +4,693 New
PHK
219
Point72 Hong Kong
Hong Kong
$222K -$294K -6,211 -57%
Wellington Management Group
220
Wellington Management Group
Massachusetts
$217K +$11.9K +251 +6%
FTDI
221
First Trust Direct Indexing
Massachusetts
$216K +$216K +4,544 New
PCM
222
Penserra Capital Management
California
$213K +$129K +2,718 +152%
PTC
223
Private Trust Company
Ohio
$209K -$1.33K -28 -0.6%
Schroder Investment Management Group
224
Schroder Investment Management Group
United Kingdom
$209K +$38K +802 +22%
MA
225
Mutual Advisors
Nebraska
$205K – – –
7 8
9
10 11