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EPR Properties

463 hedge funds and large institutions have $3.05B invested in EPR Properties in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 197 increasing their positions, 127 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 127

39% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $9.01M

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

1% more funds holding

Funds holding: 457463 (+6)

1% more capital invested

Capital invested by funds: $3.02B → $3.05B (+$21.9M)

0.16% more ownership

Funds ownership: 79.54%79.7% (+0.16%)

Holders
463
Holders Change
+6
Holders Change %
+1.31%
% of All Funds
5.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
65
Increased
197
Reduced
127
Closed
50
Calls
$12.6M
Puts
$9.01M
Net Calls
+$3.56M
Net Calls Change
-$4.16M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$496M -$11M -199,742 -2%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$329M +$362M +6,591,378 New
State Street
3
State Street
Massachusetts
$193M -$3.44M -62,485 -2%
VCM
4
Vanguard Capital Management
Pennsylvania
$164M +$181M +3,285,956 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$82.1M +$3.21M +58,375 +4%
QCM
6
Quantinno Capital Management
New York
$78.6M +$15M +272,335 +21%
LSV Asset Management
7
LSV Asset Management
Illinois
$72.6M +$4.81M +87,400 +6%
AQR Capital Management
8
AQR Capital Management
Connecticut
$72.3M -$300K -5,453 -0.4%
Charles Schwab
9
Charles Schwab
California
$68.6M +$1.51M +27,423 +2%
Morgan Stanley
10
Morgan Stanley
New York
$61.9M -$3.62M -65,913 -5%
Northern Trust
11
Northern Trust
Illinois
$59M -$3.04M -55,262 -4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$56.5M +$1.46M +26,506 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$55.9M +$1.09M +19,785 +2%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$48.7M +$46.4M +843,379 +640%
WA
15
Wasatch Advisors
Utah
$48.6M +$53.5M +973,439 New
American Century Companies
16
American Century Companies
Missouri
$46.8M +$98.6K +1,793 +0.2%
Invesco
17
Invesco
Georgia
$41.2M -$10.6M -193,588 -19%
UBS Group
18
UBS Group
Switzerland
$40.7M +$15.3M +279,091 +52%
JP Morgan Chase
19
JP Morgan Chase
New York
$39.4M +$2.16M +39,215 +5%
Millennium Management
20
Millennium Management
New York
$38.7M +$23.8M +432,877 +127%
Ameriprise
21
Ameriprise
Minnesota
$33.3M +$1.7M +30,830 +5%
Renaissance Technologies
22
Renaissance Technologies
New York
$28.2M -$6.98M -126,900 -18%
UBS AM
23
UBS AM
Illinois
$25.4M +$27.9M +508,105 +144,759%
ACM
24
Advisors Capital Management
New Jersey
$25.3M +$703K +12,780 +3%
N
25
Nuveen
North Carolina
$24.3M +$7.04M +128,001 +36%