EPR icon

EPR Properties
EPR

Overview Fund Activity

351 hedge funds and large institutions have $2.76B invested in EPR Properties in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 116 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+26
Holders Change %
+8%
% of All Funds
5.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
59
Increased
116
Reduced
115
Closed
27
Calls
$12.2M
Puts
$15.8M
Net Calls
-$3.65M
Net Calls Change
+$18.1M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$81.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.6M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$20.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$12.3M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$37.7M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$0
3
WCP
3
Waterfront Capital Partners
New York
$0
4
Millennium Management
4
Millennium Management
New York
$9.54M
5
Prudential Financial
5
Prudential Financial
New Jersey
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
201
VOYA Investment Management
Georgia
$450K -$5.43K -112 -1%
EAM
202
Erste Asset Management
Austria
$446K – – –
Verition Fund Management
203
Verition Fund Management
Connecticut
$446K -$629K -12,976 -59%
DADC
204
D.A. Davidson & Co
Montana
$445K +$7.07K +146 +2%
NYLIM
205
New York Life Investment Management
New York
$439K -$12.8K -265 -3%
VI
206
Versor Investments
New York
$436K +$436K +9,000 New
NRD
207
Nebula Research & Development
New York
$423K +$423K +8,726 New
Public Employees Retirement Association of Colorado
208
Public Employees Retirement Association of Colorado
Colorado
$419K -$26.9K -556 -6%
MML Investors Services
209
MML Investors Services
Massachusetts
$417K +$19.5K +402 +5%
JF
210
Jump Financial
Illinois
$407K -$952K -19,650 -70%
AIA
211
Affinity Investment Advisors
California
$399K – – –
PWA
212
PCG Wealth Advisors
Kansas
$384K – – –
PAG
213
Private Advisor Group
New Jersey
$383K +$92K +1,899 +32%
AWM
214
AE Wealth Management
Kansas
$380K +$69.2K +1,533 +22%
SS
215
Sound Stewardship
Kansas
$369K – – –
Qube Research & Technologies (QRT)
216
Qube Research & Technologies (QRT)
United Kingdom
$365K +$365K +7,525 New
IMPI
217
Ilmarinen Mutual Pension Insurance
Finland
$363K – – –
Mackenzie Financial
218
Mackenzie Financial
Ontario, Canada
$362K -$23.6K -488 -6%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$349K -$114K -2,344 -25%
HighTower Advisors
220
HighTower Advisors
Illinois
$339K +$65.3K +1,342 +24%
SEI Investments
221
SEI Investments
Pennsylvania
$338K +$23.8K +492 +8%
MNBTD
222
Moody National Bank Trust Division
Texas
$329K -$347K -7,154 -51%
BAM
223
Byrne Asset Management
New Jersey
$322K +$322K +6,575 New
MWPCG
224
Measured Wealth Private Client Group
New Hampshire
$317K +$317K +6,535 New
CBOR
225
Community Bank of Raymore
Missouri
$315K -$67.8K -1,400 -18%
7 8
9
10 11