EPR Properties
356 hedge funds and large institutions have $2.63B invested in EPR Properties in 2024 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 42 closing their positions.
19% more capital invested
Capital invested by funds: $2.22B → $2.63B (+$411M)
1.07% more ownership
Funds ownership: 69.93% → 71% (+1.1%)
7% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 42
1% more funds holding
Funds holding: 354 → 356 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 141
24% less call options, than puts
Call options by funds: $15.3M | Put options by funds: $20.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$33.9M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$15.7M |
| 3 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$13M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$12.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$16.5M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$10.9M |
| 3 |
Millennium Management
New York
|
-$10.2M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$8.29M |
| 5 |
Morgan Stanley
New York
|
-$7.94M |
EPR Hedge Fund Activity: Q3 2024 in Review
356 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q3 2024, worth a combined $2.63B — up 19% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new EPR positions and 42 closed out — a net gain of 3 holders — while 124 added to existing stakes and 141 trimmed.
The largest buyer was American Century Companies, adding an estimated $33.9M. The largest seller was Qube Research & Technologies (QRT), exiting entirely with an estimated $16.5M sold.
- 356 institutional investors held EPR Properties (EPR) as of Q3 2024, up from 354 in Q2 2024.
- Funds reported $2.63B of EPR Properties stock for Q3 2024, up 19% quarter-over-quarter.
- 45 funds opened new EPR Properties positions in Q3 2024 and 42 closed out, a net change of +3 holders.
- The largest EPR Properties buyer in Q3 2024 was American Century Companies, an estimated $33.9M added.
- The largest EPR Properties seller in Q3 2024 was Qube Research & Technologies (QRT), an estimated $16.5M sold.
Based on aggregated 13F filings for Q3 2024.