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EPR Properties
EPR

354 hedge funds and large institutions have $2.22B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 127 increasing their positions, 130 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 40

1% more funds holding

Funds holding: 351 → 354 (+3)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 130

3% less capital invested

Capital invested by funds: $2.28B → $2.22B (-$57.1M)

1.04% less ownership

Funds ownership: 70.97% → 69.93% (-1%)

19% less call options, than puts

Call options by funds: $16.1M | Put options by funds: $19.8M

Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
127
Reduced
130
Closed
40
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.74M
Net Calls Change
+$11.1M

Top Buyers

Rank Fund Capital Flow
1
SA
Sycale Advisors
New York
+$30.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.8M
3
ACM
Advisors Capital Management
New Jersey
+$19.5M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$16.8M
5
BlackRock
BlackRock
New York
+$15.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$55.3M
2
PI
PGGM Investments
Netherlands
-$54M
3
SSA
Schonfeld Strategic Advisors
New York
-$12.9M
4
UBS AM
UBS AM
Illinois
-$11.7M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$9.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
201
Sanctuary Advisors
Indiana
$448K +$449K +10,921 New
FRM
202
Fox Run Management
Connecticut
$442K -$518K -12,578 -54%
VOYA Investment Management
203
VOYA Investment Management
Georgia
$442K +$67.6K +1,643 +18%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$440K +$19.3K +469 +5%
YIH
205
Y-Intercept (HK)
Hong Kong
$435K -$92.3K -2,244 -18%
SEI Investments
206
SEI Investments
Pennsylvania
$430K +$31.6K +768 +8%
NAM
207
Nissay Asset Management
Japan
$417K +$4.86K +118 +1%
CCM
208
Coldstream Capital Management
Washington
$415K +$823 +20 +0.2%
JF
209
Jump Financial
Illinois
$411K -$575K -13,982 -59%
MCI
210
MRP Capital Investments
Georgia
$404K -$143K -3,475 -27%
BC
211
Bridgefront Capital
Texas
$403K +$395K +9,600 New
SS
212
Sound Stewardship
Kansas
$386K – – –
American Century Companies
213
American Century Companies
Missouri
$381K +$373K +9,076 New
EAM
214
Erste Asset Management
Austria
$380K – – –
X
215
Xponance
Pennsylvania
$376K -$63.2K -1,537 -15%
ECM
216
EMC Capital Management
Texas
$369K – – –
DAS
217
Diversify Advisory Services
Utah
$363K +$360K +8,762 New
CGH
218
Crossmark Global Holdings
Texas
$363K -$43.7K -1,061 -11%
SA
219
Strategic Advocates
Utah
$355K -$3.25K -79 -0.9%
AIA
220
Affinity Investment Advisors
California
$345K – – –
ASN
221
Advisory Services Network
Georgia
$340K -$286K -6,960 -46%
ASFA
222
All Season Financial Advisors
Colorado
$330K -$20.5K -498 -6%
CIM
223
Cambria Investment Management
California
$328K +$30.6K +744 +11%
DADC
224
D.A. Davidson & Co
Montana
$323K -$38.1K -925 -11%
WVP
225
Worth Venture Partners
New Jersey
$317K +$8.23K +200 +3%
7 8
9
10 11

EPR Hedge Fund Activity: Q2 2024 in Review

354 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2024, worth a combined $2.22B — down 2.5% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EPR positions and 40 closed out — a net gain of 7 holders — while 127 added to existing stakes and 130 trimmed.

The largest buyer was Sycale Advisors, opening a new position worth an estimated $30.7M. The largest seller was Invesco, cutting an estimated $55.3M.

  • 354 institutional investors held EPR Properties (EPR) as of Q2 2024, up from 351 in Q1 2024.
  • Funds reported $2.22B of EPR Properties stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 47 funds opened new EPR Properties positions in Q2 2024 and 40 closed out, a net change of +7 holders.
  • The largest EPR Properties buyer in Q2 2024 was Sycale Advisors, an estimated $30.7M added.
  • The largest EPR Properties seller in Q2 2024 was Invesco, an estimated $55.3M sold.

Based on aggregated 13F filings for Q2 2024.