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EPR Properties
EPR

Overview Fund Activity

361 hedge funds and large institutions have $2.38B invested in EPR Properties in 2024 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 146 increasing their positions, 97 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
59
Increased
146
Reduced
97
Closed
45
Calls
$15M
Puts
$16.9M
Net Calls
-$1.92M
Net Calls Change
+$2.95M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$36.6M
2
Millennium Management
Millennium Management
New York
$25.6M
3
American Century Companies
American Century Companies
Missouri
$48.1M
4
Northern Trust
Northern Trust
Illinois
$37.4M
5
LSV Asset Management
LSV Asset Management
Illinois
$50M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Invesco
Invesco
Georgia
$27.2M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
201
Coldstream Capital Management
Washington
$438K -$7.31K -165 -2%
BHCM
202
Brevan Howard Capital Management
Jersey
$432K +$432K +9,766 New
FAM
203
Formidable Asset Management
Ohio
$425K +$425K +9,595 New
LAM
204
LECAP Asset Management
United Kingdom
$424K -$312K -7,044 -42%
X
205
Xponance
Pennsylvania
$415K +$17.8K +402 +4%
AC
206
AlphaCore Capital
California
$410K +$410K +9,254 New
EAM
207
Erste Asset Management
Austria
$399K – – –
ECM
208
EMC Capital Management
Texas
$390K +$331K +7,462 +558%
MGP
209
Metis Global Partners
California
$385K +$39.3K +887 +11%
DADC
210
D.A. Davidson & Co
Montana
$382K +$8.02K +181 +2%
BNP Paribas Financial Markets
211
BNP Paribas Financial Markets
France
$373K +$46.2K +1,044 +14%
CGH
212
Crossmark Global Holdings
Texas
$373K -$8.67K -196 -2%
Corient Private Wealth
213
Corient Private Wealth
Florida
$368K +$52.3K +1,182 +17%
Squarepoint
214
Squarepoint
New York
$366K -$1.15M -25,991 -76%
ASN
215
Advisory Services Network
Georgia
$356K -$2.75K -62 -0.8%
SS
216
Sunbelt Securities
Texas
$354K +$177K +4,000 +100%
Marshall Wace
217
Marshall Wace
United Kingdom
$352K +$41.4K +936 +13%
EF
218
Empowered Funds
Pennsylvania
$352K +$352K +7,942 New
IC
219
IEQ Capital
California
$347K +$164K +3,699 +89%
Focus Partners Wealth
220
Focus Partners Wealth
Massachusetts
$345K +$72.7K +1,642 +27%
MML Investors Services
221
MML Investors Services
Massachusetts
$337K +$11.6K +262 +4%
BCM
222
BTC Capital Management
Iowa
$336K +$35.2K +795 +12%
US Bancorp
223
US Bancorp
Minnesota
$334K +$106K +2,392 +46%
IMPI
224
Ilmarinen Mutual Pension Insurance
Finland
$332K – – –
AWA
225
Arete Wealth Advisors
Illinois
$307K +$307K +6,992 New
7 8
9
10 11