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EPR Properties
EPR

Overview Fund Activity

412 hedge funds and large institutions have $3.51B invested in EPR Properties in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 166 increasing their positions, 112 reducing their positions, and 35 closing their positions.

Holders
412
Holders Change
+28
Holders Change %
+7.29%
% of All Funds
5.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
166
Reduced
112
Closed
35
Calls
$13.4M
Puts
$5.68M
Net Calls
+$7.77M
Net Calls Change
+$2.5M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$55.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$68M
3
Prudential Financial
3
Prudential Financial
New Jersey
$109M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$88.7M
5
QCM
5
Quantinno Capital Management
New York
$35.6M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$49.5M
2
PCM
2
Penn Capital Management
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.1M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$2.01M
5
JG
5
Jain Global
New York
$2.82M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$637M 10,932,433 -133,083 -1%
BlackRock
2
BlackRock
New York
$563M 9,668,961 +136,144 +1%
State Street
3
State Street
Massachusetts
$235M 4,009,669 +66,562 +2%
Deutsche Bank
4
Deutsche Bank
Germany
$123M 2,116,384 +241,409 +13%
Prudential Financial
5
Prudential Financial
New Jersey
$109M 1,870,499 +553,209 +42%
Renaissance Technologies
6
Renaissance Technologies
New York
$91.9M 1,577,617 -58,006 -4%
AQR Capital Management
7
AQR Capital Management
Connecticut
$88.7M 1,544,905 +348,908 +29%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$86.1M 1,476,873 -1,973 -0.1%
Charles Schwab
9
Charles Schwab
California
$77.1M 1,323,580 -10,785 -0.8%
LSV Asset Management
10
LSV Asset Management
Illinois
$75.4M 1,293,458 +35,792 +3%
American Century Companies
11
American Century Companies
Missouri
$71.6M 1,229,799 +137,767 +13%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$68M 1,166,512 +764,198 +190%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$66M 1,132,920 +10,026 +0.9%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$63.4M 1,087,627 -21,089 -2%
Norges Bank
15
Norges Bank
Norway
$55.1M 945,633 +945,633 New
Russell Investments Group
16
Russell Investments Group
United Kingdom
$51.1M 877,057 +55,525 +7%
UBS Group
17
UBS Group
Switzerland
$49.5M 849,077 -411,721 -33%
Northern Trust
18
Northern Trust
Illinois
$49.3M 846,575 +7,722 +0.9%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$41.1M 705,963 -3,405 -0.5%
UBS AM
20
UBS AM
Illinois
$38.5M 661,076 +136,193 +26%
QCM
21
Quantinno Capital Management
New York
$35.6M 611,508 +247,750 +68%
Morgan Stanley
22
Morgan Stanley
New York
$31.2M 534,678 +11,598 +2%
Invesco
23
Invesco
Georgia
$30M 515,435 -32,729 -6%
Legal & General Group
24
Legal & General Group
United Kingdom
$29.5M 506,548 +2,254 +0.4%
ACM
25
Advisors Capital Management
New Jersey
$27.3M 468,308 -27,348 -6%
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