EPR icon

EPR Properties
EPR

Overview Fund Activity

353 hedge funds and large institutions have $2.23B invested in EPR Properties in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 128 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+5
Holders Change %
+1.44%
% of All Funds
5.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
47
Increased
128
Reduced
129
Closed
38
Calls
$16.1M
Puts
$19.8M
Net Calls
-$3.74M
Net Calls Change
+$11.1M

Top Buyers

1
SA
Sycale Advisors
New York
$31.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$20.2M
3
ACM
Advisors Capital Management
New Jersey
$19.8M
4
AQR Capital Management
AQR Capital Management
Connecticut
$43.3M
5
BlackRock
BlackRock
New York
$441M

Top Sellers

1
Invesco
Invesco
Georgia
$43.6M
2
PI
PGGM Investments
Netherlands
$0
3
SSA
Schonfeld Strategic Advisors
New York
$3.4M
4
UBS AM
UBS AM
Illinois
$4.75M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$138K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
201
Wells Fargo
California
$451K -$2.2M -52,324 -83%
SA
202
Sanctuary Advisors
Indiana
$448K +$448K +10,921 New
FRM
203
Fox Run Management
Connecticut
$442K -$528K -12,578 -54%
VOYA Investment Management
204
VOYA Investment Management
Georgia
$442K +$69K +1,643 +18%
Cambridge Investment Research Advisors
205
Cambridge Investment Research Advisors
Iowa
$440K +$19.7K +469 +5%
YIH
206
Y-Intercept (HK)
Hong Kong
$435K -$94.2K -2,244 -18%
SEI Investments
207
SEI Investments
Pennsylvania
$430K +$32.2K +768 +8%
NAM
208
Nissay Asset Management
Japan
$417K +$4.95K +118 +1%
CCM
209
Coldstream Capital Management
Washington
$415K +$840 +20 +0.2%
JF
210
Jump Financial
Illinois
$411K -$587K -13,982 -59%
MCI
211
MRP Capital Investments
Georgia
$404K -$146K -3,475 -27%
BC
212
Bridgefront Capital
Texas
$403K +$403K +9,600 New
SS
213
Sound Stewardship
Kansas
$386K – – –
American Century Companies
214
American Century Companies
Missouri
$381K +$381K +9,076 New
EAM
215
Erste Asset Management
Austria
$380K – – –
X
216
Xponance
Pennsylvania
$376K -$64.5K -1,537 -15%
ECM
217
EMC Capital Management
Texas
$369K – – –
DAS
218
Diversify Advisory Services
Utah
$363K +$363K +8,762 New
CGH
219
Crossmark Global Holdings
Texas
$363K -$44.6K -1,061 -11%
SA
220
Strategic Advocates
Utah
$355K -$3.32K -79 -0.9%
AIA
221
Affinity Investment Advisors
California
$345K – – –
ASN
222
Advisory Services Network
Georgia
$340K -$292K -6,960 -46%
ASFA
223
All Season Financial Advisors
Colorado
$330K -$20.9K -498 -6%
CIM
224
Cambria Investment Management
California
$328K +$31.2K +744 +11%
DADC
225
D.A. Davidson & Co
Montana
$323K -$38.8K -925 -11%
7 8
9
10 11