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EPR Properties
EPR

Overview Fund Activity

338 hedge funds and large institutions have $2.73B invested in EPR Properties in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 106 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
5.33%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
47
Increased
106
Reduced
124
Closed
31
Calls
$16.7M
Puts
$15.1M
Net Calls
+$1.53M
Net Calls Change
+$78.3M

Top Buyers

1
WCP
Waterfront Capital Partners
New York
+$56.9M
2
Cohen & Steers
Cohen & Steers
New York
+$28.9M
3
SSA
Schonfeld Strategic Advisors
New York
+$15.5M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$15.4M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$10.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$52.4M
2
BlackRock
BlackRock
New York
-$31.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$23M
4
HRES
Heitman Real Estate Securities
Illinois
-$17.1M
5
Goldman Sachs
Goldman Sachs
New York
-$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
201
Cambria Investment Management
California
$373K -$39.3K -840 -10%
Acadian Asset Management
202
Acadian Asset Management
Massachusetts
$373K -$236K -5,047 -39%
MML Investors Services
203
MML Investors Services
Massachusetts
$373K +$373K +7,961 New
PWA
204
PCG Wealth Advisors
Kansas
$371K – – –
CBOR
205
Community Bank of Raymore
Missouri
$370K -$179K -3,820 -33%
SS
206
Sound Stewardship
Kansas
$356K – – –
EGM
207
Engineers Gate Manager
New York
$353K -$57.1K -1,220 -14%
AA
208
ALPS Advisors
Colorado
$347K -$127K -2,703 -27%
WAP
209
Wealthcare Advisory Partners
Pennsylvania
$347K +$5.05K +108 +1%
JF
210
Jump Financial
Illinois
$346K +$346K +7,400 New
JFG
211
Jefferies Financial Group
New York
$336K +$336K +7,177 New
FFN
212
Focus Financial Network
Minnesota
$335K +$335K +7,120 New
N
213
Natixis
France
$323K – – –
US Bancorp
214
US Bancorp
Minnesota
$314K +$16.8K +359 +6%
Group One Trading
215
Group One Trading
Illinois
$312K +$312K +6,662 New
SAM
216
Securian Asset Management
Minnesota
$310K -$4.68K -100 -1%
BAM
217
Byrne Asset Management
New Jersey
$298K +$14K +300 +5%
MSRPS
218
Maryland State Retirement & Pension System
Maryland
$289K – – –
SCM
219
Stevens Capital Management
Pennsylvania
$285K +$285K +6,098 New
NW
220
Naviter Wealth
Arkansas
$281K – – –
PAG
221
Private Advisor Group
New Jersey
$274K -$3.51K -75 -1%
Corient Private Wealth
222
Corient Private Wealth
Florida
$272K -$37.7K -806 -12%
CG
223
Colony Group
Massachusetts
$272K +$842 +18 +0.3%
CC
224
Cipher Capital
New York
$270K +$270K +5,775 New
BC
225
Bridgefront Capital
Texas
$268K +$268K +5,725 New
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