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EPR Properties
EPR

Overview Fund Activity

348 hedge funds and large institutions have $2.28B invested in EPR Properties in 2024 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 92 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-3
Holders Change %
-0.85%
% of All Funds
5.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
39
Increased
157
Reduced
92
Closed
40
Calls
$17.6M
Puts
$32.4M
Net Calls
-$14.8M
Net Calls Change
-$11.2M

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$21.1M
2
Millennium Management
Millennium Management
New York
+$13.2M
3
BlackRock
BlackRock
New York
+$10.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$10.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$7.48M

Top Sellers

1
Invesco
Invesco
Georgia
-$112M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$70.5M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$20.6M
4
Prudential Financial
Prudential Financial
New Jersey
-$16.4M
5
Morgan Stanley
Morgan Stanley
New York
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
201
Cambridge Investment Research Advisors
Iowa
$424K +$25.7K +605 +6%
CCM
202
Coldstream Capital Management
Washington
$419K +$2.34K +55 +0.6%
NAM
203
Nissay Asset Management
Japan
$416K +$10.5K +247 +3%
MC
204
Maverick Capital
Texas
$416K +$416K +9,789 New
CGH
205
Crossmark Global Holdings
Texas
$412K +$2.29K +54 +0.6%
SEI Investments
206
SEI Investments
Pennsylvania
$402K +$106K +2,495 +36%
Wealth Enhancement Advisory Services
207
Wealth Enhancement Advisory Services
Minnesota
$402K -$1.06K -25 -0.3%
SS
208
Sound Stewardship
Kansas
$390K +$67.1K +1,580 +21%
MM
209
MQS Management
New York
$388K +$388K +9,138 New
EAM
210
Erste Asset Management
Austria
$384K – – –
VOYA Investment Management
211
VOYA Investment Management
Georgia
$377K -$17.2K -406 -4%
ECM
212
EMC Capital Management
Texas
$374K +$245K +5,758 +189%
DADC
213
D.A. Davidson & Co
Montana
$366K -$24.6K -580 -6%
MML Investors Services
214
MML Investors Services
Massachusetts
$363K -$2.12K -50 -0.6%
SA
215
Strategic Advocates
Utah
$362K +$362K +8,526 New
ASFA
216
All Season Financial Advisors
Colorado
$355K -$44.4K -1,045 -11%
AIA
217
Affinity Investment Advisors
California
$348K -$1.32K -31 -0.4%
Tudor Investment Corp
218
Tudor Investment Corp
Connecticut
$324K +$324K +7,640 New
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$324K -$43.1K -1,015 -12%
IMPI
220
Ilmarinen Mutual Pension Insurance
Finland
$318K – – –
WVP
221
Worth Venture Partners
New Jersey
$312K +$80.7K +1,900 +35%
CAN
222
Cetera Advisor Networks
California
$312K +$41.1K +969 +15%
BCM
223
BTC Capital Management
Iowa
$310K +$310K +7,292 New
SG Americas Securities
224
SG Americas Securities
New York
$309K -$490K -11,524 -61%
SPA
225
Sherbrooke Park Advisers
New York
$307K +$307K +7,235 New
7 8
9
10 11