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EPR Properties
EPR

Overview Fund Activity

352 hedge funds and large institutions have $2.59B invested in EPR Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 140 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
124
Reduced
140
Closed
44
Calls
$15.3M
Puts
$20.2M
Net Calls
-$4.87M
Net Calls Change
-$1.14M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$36.8M
2
UBS AM
UBS AM
Illinois
$22.4M
3
PCM
Penn Capital Management
Pennsylvania
$14M
4
CIM
Centersquare Investment Management
Pennsylvania
$13.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$14.6M

Top Sellers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
2
AQR Capital Management
AQR Capital Management
Connecticut
$39M
3
Millennium Management
Millennium Management
New York
$11.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$22.3M
5
Morgan Stanley
Morgan Stanley
New York
$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
201
Affinity Investment Advisors
California
$402K – – –
ASFA
202
All Season Financial Advisors
Colorado
$386K +$883 +18 +0.2%
MGP
203
Metis Global Partners
California
$382K +$92.2K +1,881 +32%
BC
204
Bridgefront Capital
Texas
$382K -$88.6K -1,806 -19%
Grantham, Mayo, Van Otterloo & Co (GMO)
205
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$377K +$377K +7,694 New
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$377K +$125K +2,547 +50%
IMPI
207
Ilmarinen Mutual Pension Insurance
Finland
$368K – – –
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$362K +$2.65K +54 +0.7%
MML Investors Services
209
MML Investors Services
Massachusetts
$360K -$5.24K -107 -1%
Corient Private Wealth
210
Corient Private Wealth
Florida
$350K +$22.5K +459 +7%
Public Employees Retirement Association of Colorado
211
Public Employees Retirement Association of Colorado
Colorado
$347K – – –
Marshall Wace
212
Marshall Wace
United Kingdom
$344K -$1.52M -30,992 -82%
HighTower Advisors
213
HighTower Advisors
Illinois
$342K -$269K -5,446 -44%
ASN
214
Advisory Services Network
Georgia
$340K – – –
SG Americas Securities
215
SG Americas Securities
New York
$333K -$518K -10,561 -61%
BCM
216
BTC Capital Management
Iowa
$333K -$4.12K -84 -1%
OTPPB
217
Ontario Teachers' Pension Plan Board
Ontario, Canada
$328K -$2.99M -60,912 -90%
AA
218
ALPS Advisors
Colorado
$327K +$12.8K +260 +4%
Neuberger Berman Group
219
Neuberger Berman Group
New York
$322K -$462K -9,415 -59%
PTC
220
Private Trust Company
Ohio
$317K +$638 +13 +0.2%
LCM
221
Landscape Capital Management
New Jersey
$313K +$313K +6,375 New
AHL
222
Abel Hall LLC
Louisiana
$307K +$1.52K +31 +0.5%
PWP
223
Pursue Wealth Partners
California
$305K – – –
Focus Partners Wealth
224
Focus Partners Wealth
Massachusetts
$302K +$7.21K +147 +2%
IPW
225
Impact Partnership Wealth
Georgia
$300K +$300K +6,114 New
7 8
9
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