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EPR Properties
EPR

Overview Fund Activity

325 hedge funds and large institutions have $2.45B invested in EPR Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 119 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-13
Holders Change %
-3.85%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
115
Reduced
119
Closed
42
Calls
$14.9M
Puts
$36.7M
Net Calls
-$21.8M
Net Calls Change
-$23.3M

Top Buyers

1
RIM
Rush Island Management
New York
$42.6M
2
Prudential Financial
Prudential Financial
New Jersey
$39.5M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$37.9M
4
Group One Trading
Group One Trading
Illinois
$8.92M
5
Renaissance Technologies
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
BlackRock
BlackRock
New York
$422M
3
HRES
Heitman Real Estate Securities
Illinois
$0
4
WCP
Waterfront Capital Partners
New York
$34.9M
5
Cohen & Steers
Cohen & Steers
New York
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
201
J.P. Morgan Private Wealth Advisors
California
$342K +$789 +19 +0.2%
MML Investors Services
202
MML Investors Services
Massachusetts
$341K +$10.3K +247 +3%
MAM
203
Martingale Asset Management
Massachusetts
$330K +$330K +7,947 New
PWA
204
PCG Wealth Advisors
Kansas
$329K – – –
CBOR
205
Community Bank of Raymore
Missouri
$329K – – –
D.E. Shaw & Co
206
D.E. Shaw & Co
New York
$327K -$13.2K -318 -4%
Mackenzie Financial
207
Mackenzie Financial
Ontario, Canada
$322K -$129K -3,201 -29%
FFN
208
Focus Financial Network
Minnesota
$317K +$19.5K +466 +7%
SS
209
Sound Stewardship
Kansas
$316K – – –
IMPI
210
Ilmarinen Mutual Pension Insurance
Finland
$312K -$2.81M -67,500 -90%
PFO
211
Pathstone Family Office
New Jersey
$289K +$63.9K +1,538 +28%
AWM
212
AE Wealth Management
Kansas
$286K +$286K +6,896 New
SEI Investments
213
SEI Investments
Pennsylvania
$269K +$47.8K +1,150 +22%
IA
214
IAM Advisory
Pennsylvania
$267K +$267K +6,417 New
GCP
215
GSA Capital Partners
United Kingdom
$266K -$539K -12,991 -67%
CIM
216
Cambria Investment Management
California
$265K -$66.3K -1,596 -20%
SAM
217
Securian Asset Management
Minnesota
$265K -$10.6K -255 -4%
WVP
218
Worth Venture Partners
New Jersey
$264K +$264K +6,350 New
Pacer Advisors
219
Pacer Advisors
Pennsylvania
$263K -$389K -9,353 -60%
SIC
220
Samalin Investment Counsel
New York
$263K +$27.2K +655 +12%
US Bancorp
221
US Bancorp
Minnesota
$262K -$17.2K -413 -6%
Corient Private Wealth
222
Corient Private Wealth
Florida
$261K +$19.4K +468 +8%
BCM
223
BTC Capital Management
Iowa
$260K +$260K +6,253 New
PI
224
Putnam Investments
Massachusetts
$256K -$3.29M -79,209 -93%
MSRPS
225
Maryland State Retirement & Pension System
Maryland
$256K – – –
7 8
9
10 11