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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.

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
Norges Bank
1
Norges Bank
Norway
$41.1M
2
UBS Group
2
UBS Group
Switzerland
$36.6M
3
Millennium Management
3
Millennium Management
New York
$25.6M
4
American Century Companies
4
American Century Companies
Missouri
$48.1M
5
Raymond James Financial
5
Raymond James Financial
Florida
$13.1M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Invesco
2
Invesco
Georgia
$27.2M
3
CIM
3
Centersquare Investment Management
Pennsylvania
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$498M 11,248,058 -32,680 -0.3%
BlackRock
2
BlackRock
New York
$472M 10,652,130 +79,718 +0.8%
State Street
3
State Street
Massachusetts
$175M 3,924,884 +97,242 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$63.1M 1,424,428 -691 -0%
Renaissance Technologies
5
Renaissance Technologies
New York
$61.2M 1,381,323 -2,900 -0.2%
Charles Schwab
6
Charles Schwab
California
$61.1M 1,380,301 +30,401 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$50.7M 1,145,267 +60,953 +6%
LSV Asset Management
8
LSV Asset Management
Illinois
$50M 1,129,098 +123,400 +12%
American Century Companies
9
American Century Companies
Missouri
$48.1M 1,085,947 +334,943 +45%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$47.6M 1,075,329 -15,497 -1%
Norges Bank
11
Norges Bank
Norway
$41.1M 929,267 +929,267 New
AQR Capital Management
12
AQR Capital Management
Connecticut
$38.3M 864,484 +58,106 +7%
Northern Trust
13
Northern Trust
Illinois
$37.4M 844,940 +198,019 +31%
UBS Group
14
UBS Group
Switzerland
$36.6M 826,989 +627,235 +314%
SA
15
Sycale Advisors
New York
$31.9M 719,758 -49,866 -6%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$30.4M 685,542 +12,425 +2%
Morgan Stanley
17
Morgan Stanley
New York
$28.2M 637,693 +62,667 +11%
Invesco
18
Invesco
Georgia
$27.2M 614,958 -439,397 -42%
Millennium Management
19
Millennium Management
New York
$25.6M 578,995 +343,729 +146%
Legal & General Group
20
Legal & General Group
United Kingdom
$22M 497,578 -36,968 -7%
ACM
21
Advisors Capital Management
New Jersey
$21.9M 495,055 +11,357 +2%
UBS AM
22
UBS AM
Illinois
$20.5M 463,039 +5,418 +1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$14.1M 318,383 +19,870 +7%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$13.2M 297,444 -156,248 -34%
Raymond James Financial
25
Raymond James Financial
Florida
$13.1M 296,853 +296,853 New
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