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EPR Properties
EPR

219 hedge funds and large institutions have $2.34B invested in EPR Properties in 2013 Q2 according to their latest regulatory filings, with 219 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

99.07% more ownership

Funds ownership: 0% → 99.07% (+99%)

5% less call options, than puts

Call options by funds: $3.81M | Put options by funds: $4.03M

Holders
219
Holders Change
+219
Holders Change %
–
% of All Funds
7.15%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.13%
New
219
Increased
–
Reduced
–
Closed
–
Calls
$3.81M
Puts
$4.03M
Net Calls
-$221K
Net Calls Change
-$221K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$311M +$335M +6,178,676 New
BFA
2
BlackRock Fund Advisors
California
$137M +$148M +2,727,567 New
Goldman Sachs
3
Goldman Sachs
New York
$118M +$128M +2,351,710 New
SONJCPFA
4
State of New Jersey Common Pension Fund A
New Jersey
$94M +$102M +1,870,000 New
Invesco
5
Invesco
Georgia
$93.9M +$101M +1,867,160 New
Principal Financial Group
6
Principal Financial Group
Iowa
$93.6M +$101M +1,861,197 New
SAMC
7
Shinko Asset Management Company
Japan
$86.8M +$93.7M +1,727,022 New
BIT
8
BlackRock Institutional Trust
California
$83M +$89.7M +1,651,862 New
Northern Trust
9
Northern Trust
Illinois
$68M +$73.4M +1,352,240 New
ACM
10
AEW Capital Management
Massachusetts
$68M +$73.4M +1,351,900 New
State Street
11
State Street
Massachusetts
$59.3M +$64M +1,179,082 New
Bank of America
12
Bank of America
North Carolina
$57.9M +$62.5M +1,151,149 New
CPIM
13
Columbia Partners Investment Management
Virginia
$52M +$56.1M +1,033,771 New
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$47.8M +$51.7M +951,800 New
CS
15
Credit Suisse
Switzerland
$45.6M +$49.2M +907,116 New
CNB
16
City National Bank
California
$40M +$43.1M +794,973 New
WCM
17
Wedge Capital Management
North Carolina
$36.9M +$39.8M +733,726 New
CIMLRA
18
CBRE Investment Management Listed Real Assets
Pennsylvania
$31.1M +$33.5M +618,000 New
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$30.2M +$32.6M +600,736 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$30.2M +$32.6M +600,000 New
PI
21
PGGM Investments
Netherlands
$28.3M +$30.5M +561,961 New
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$27.8M +$30M +553,058 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$27.5M +$29.7M +547,614 New
JP Morgan Chase
24
JP Morgan Chase
New York
$24.7M +$26.7M +491,102 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$24.6M +$26.5M +489,041 New
1
2 3 4 5

EPR Hedge Fund Activity: Q2 2013 in Review

219 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2013, worth a combined $2.34B.

Buyers outnumbered sellers: 219 funds opened new EPR positions and 0 closed out — a net gain of 219 holders — while 0 added to existing stakes and 0 trimmed.

  • 219 institutional investors held EPR Properties (EPR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $2.34B of EPR Properties stock for Q2 2013.
  • 219 funds opened new EPR Properties positions in Q2 2013 and 0 closed out, a net change of +219 holders.

Based on aggregated 13F filings for Q2 2013.