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EPR Properties
EPR

Overview Fund Activity

345 hedge funds and large institutions have $4.54B invested in EPR Properties in 2017 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 133 increasing their positions, 104 reducing their positions, and 19 closing their positions.

Holders
345
Holders Change
+49
Holders Change %
+16.55%
% of All Funds
8.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
71
Increased
133
Reduced
104
Closed
19
Calls
$8.59M
Puts
$8.08M
Net Calls
+$511K
Net Calls Change
-$2.37M

Top Buyers

1
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$198M
2
Cohen & Steers
2
Cohen & Steers
New York
$198M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$277M
4
O
4
OppenheimerFunds
New York
$37.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$776M

Top Sellers

1
Invesco
1
Invesco
Georgia
$122M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$53.3M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$109M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$1.24M
5
SI
5
Scout Investments
Missouri
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$776M 10,791,750 +454,716 +4%
BlackRock
2
BlackRock
New York
$525M 7,298,677 +78,416 +1%
Principal Financial Group
3
Principal Financial Group
Iowa
$277M 3,849,777 +718,310 +23%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$198M 2,758,022 +2,752,922 +53,979%
Cohen & Steers
5
Cohen & Steers
New York
$198M 2,752,122 +2,752,122 New
State Street
6
State Street
Massachusetts
$153M 2,125,915 +12,552 +0.6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$148M 2,059,439 +65,770 +3%
Invesco
8
Invesco
Georgia
$122M 1,702,729 -1,317,670 -44%
WCM
9
Wedge Capital Management
North Carolina
$110M 1,525,442 +129,109 +9%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$109M 1,514,000 -270,000 -15%
Bank of America
11
Bank of America
North Carolina
$105M 1,464,178 -19,327 -1%
UIC
12
Uniplan Investment Counsel
Wisconsin
$74.8M 1,040,332 +19,107 +2%
Northern Trust
13
Northern Trust
Illinois
$70.6M 981,645 +10,709 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$67M 932,472 +64,347 +7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$57M 793,642 +6,657 +0.8%
Goldman Sachs
16
Goldman Sachs
New York
$55.6M 773,378 +172,436 +29%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$55.3M 769,833 +92,108 +14%
SFM
18
Systematic Financial Management
New Jersey
$54.2M 754,347 -7,484 -1%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$53.3M 740,914 -335,940 -31%
GT
20
Glenmede Trust
Pennsylvania
$48.3M 656,583 – –
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$45.9M 639,242 -108,758 -15%
Wells Fargo
22
Wells Fargo
California
$42.2M 587,687 +3,074 +0.5%
Norges Bank
23
Norges Bank
Norway
$41.9M 583,118 +20,242 +4%
O
24
OppenheimerFunds
New York
$37.9M 527,336 +517,741 +5,396%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$36.6M 508,736 -3,137 -0.6%
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