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EPR Properties
EPR

Overview Fund Activity

332 hedge funds and large institutions have $2.21B invested in EPR Properties in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 133 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+13
Holders Change %
+4.08%
% of All Funds
5.36%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
55
Increased
133
Reduced
93
Closed
37
Calls
$22M
Puts
$53.6M
Net Calls
-$31.5M
Net Calls Change
-$36M

Top Buyers

1
Millennium Management
Millennium Management
New York
$31.2M
2
Citadel Advisors
Citadel Advisors
Florida
$68.6M
3
LSV Asset Management
LSV Asset Management
Illinois
$34.5M
4
BlackRock
BlackRock
New York
$410M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$8.8M

Top Sellers

1
RIM
Rush Island Management
New York
$0
2
BC
Brookfield Corp
Ontario, Canada
$1.78M
3
Prudential Financial
Prudential Financial
New Jersey
$7.58M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$10.4M
5
GC
Guardian Capital
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
201
Creative Planning
Kansas
$311K +$96.5K +2,559 +45%
Wolverine Trading
202
Wolverine Trading
Illinois
$301K +$301K +7,991 New
NAM
203
Nissay Asset Management
Japan
$300K +$1.85K +49 +0.6%
WAP
204
Wealthcare Advisory Partners
Pennsylvania
$298K +$11.3K +299 +4%
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$296K +$289K +7,673 +4,650%
Neuberger Berman Group
206
Neuberger Berman Group
New York
$295K -$103K -2,728 -26%
PS
207
Pensionfund Sabic
Netherlands
$294K – – –
DADC
208
D.A. Davidson & Co
Montana
$294K -$177K -4,700 -38%
VanEck Associates
209
VanEck Associates
New York
$291K +$129K +3,430 +80%
CIM
210
Cambria Investment Management
California
$285K +$285K +7,560 New
BAM
211
Byrne Asset Management
New Jersey
$285K +$112K +2,965 +65%
MML Investors Services
212
MML Investors Services
Massachusetts
$277K +$9.97K +264 +4%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$275K -$21.7K -576 -7%
ECM
214
ExodusPoint Capital Management
New York
$274K -$1.74M -46,161 -86%
CAN
215
Cetera Advisor Networks
California
$270K +$3.43K +91 +1%
EAM
216
Erste Asset Management
Austria
$265K +$265K +7,100 New
NMIMC
217
Northwestern Mutual Investment Management Company
Wisconsin
$262K -$147K -3,892 -36%
BC
218
Bridgefront Capital
Texas
$260K -$38K -1,008 -13%
SAM
219
Securian Asset Management
Minnesota
$258K – – –
PFO
220
Pathstone Family Office
New Jersey
$243K -$3.43K -91 -1%
ASN
221
Advisory Services Network
Georgia
$237K +$237K +6,292 New
SS
222
Sound Stewardship
Kansas
$237K +$237K +6,284 New
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$234K +$234K +6,210 New
MSRPS
224
Maryland State Retirement & Pension System
Maryland
$233K – – –
ICA
225
Infrastructure Capital Advisors
New York
$225K +$225K +5,955 New
7 8
9
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