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EPR Properties
EPR

Overview Fund Activity

425 hedge funds and large institutions have $4.72B invested in EPR Properties in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 144 increasing their positions, 130 reducing their positions, and 39 closing their positions.

Holders
425
Holders Change
+22
Holders Change %
+5.46%
% of All Funds
8.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
71
Increased
144
Reduced
130
Closed
39
Calls
$13.4M
Puts
$35.9M
Net Calls
-$22.5M
Net Calls Change
-$19.3M

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$74.6M
2
BlackRock
2
BlackRock
New York
$702M
3
Invesco
3
Invesco
Georgia
$248M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$26.6M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$74.1M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$14.5M
2
State Street
2
State Street
Massachusetts
$209M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$127M
4
MAM
4
Martingale Asset Management
Massachusetts
$6.13M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$855M 12,109,348 +198,028 +2%
BlackRock
2
BlackRock
New York
$702M 9,940,133 +546,627 +6%
Principal Financial Group
3
Principal Financial Group
Iowa
$375M 5,306,579 +112,329 +2%
Invesco
4
Invesco
Georgia
$248M 3,507,733 +391,807 +13%
State Street
5
State Street
Massachusetts
$209M 2,948,293 -301,703 -9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$137M 1,936,897 +83,536 +5%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$127M 1,804,122 -280,639 -13%
WCM
8
Wedge Capital Management
North Carolina
$110M 1,550,681 +13,042 +0.8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$84M 1,189,498 +18,315 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$74.6M 1,056,324 +64,455 +6%
Prudential Financial
11
Prudential Financial
New Jersey
$74.6M 1,055,423 +613,210 +139%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$74.1M 1,049,146 +319,807 +44%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$65.7M 929,939 +65,258 +8%
Norges Bank
14
Norges Bank
Norway
$65.5M 927,663 +48,833 +6%
Northern Trust
15
Northern Trust
Illinois
$61.2M 865,781 -25,558 -3%
Bank of America
16
Bank of America
North Carolina
$60M 849,706 -138,369 -14%
Charles Schwab
17
Charles Schwab
California
$50M 707,819 +22,121 +3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$48.5M 686,663 +29,742 +5%
Goldman Sachs
19
Goldman Sachs
New York
$43M 608,632 +70,402 +13%
Fidelity International
20
Fidelity International
Bermuda
$42.4M 600,883 +883 +0.1%
UIC
21
Uniplan Investment Counsel
Wisconsin
$39.6M 560,457 -6,429 -1%
SI
22
Scout Investments
Missouri
$39.5M 558,707 -170,569 -23%
Legal & General Group
23
Legal & General Group
United Kingdom
$35.3M 500,294 +32,494 +7%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$29.4M 416,016 +35,153 +9%
RJA
25
Raymond James & Associates
Florida
$27.7M 392,651 -18,502 -5%
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