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EPR Properties
EPR

Overview Fund Activity

415 hedge funds and large institutions have $3.52B invested in EPR Properties in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+31
Holders Change %
+8.07%
% of All Funds
5.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
168
Reduced
113
Closed
36
Calls
$23.4M
Puts
$16.2M
Net Calls
+$7.28M
Net Calls Change
+$2.01M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$44.5M
2
Prudential Financial
Prudential Financial
New Jersey
+$32.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$20M
4
QCM
Quantinno Capital Management
New York
+$14.4M
5
Deutsche Bank
Deutsche Bank
Germany
+$14.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$24M
2
PCM
Penn Capital Management
Pennsylvania
-$15.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$14.8M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$10.1M
5
JG
Jain Global
New York
-$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
226
Xponance
Pennsylvania
$519K +$9.67K +166 +2%
Neuberger Berman Group
227
Neuberger Berman Group
New York
$511K +$53.5K +919 +12%
PCA
228
Pallas Capital Advisors
Massachusetts
$504K +$273K +4,682 +118%
BCM
229
BTC Capital Management
Iowa
$497K +$27.6K +475 +6%
KA
230
Kovack Advisors
Florida
$497K +$183K +3,143 +58%
GAM
231
Gotham Asset Management
New York
$494K +$494K +8,471 New
CL
232
Choreo LLC
Illinois
$492K +$136K +2,327 +38%
FAM
233
Formidable Asset Management
Ohio
$488K -$29.7K -510 -6%
Wolverine Trading
234
Wolverine Trading
Illinois
$471K +$110K +1,903 +30%
DFCM
235
Dark Forest Capital Management
Puerto Rico
$466K +$466K +8,001 New
IC
236
Inscription Capital
Texas
$455K +$455K +7,806 New
IMPI
237
Ilmarinen Mutual Pension Insurance
Finland
$437K – – –
PA
238
Parallel Advisors
California
$436K -$3.73K -64 -0.8%
FWP
239
Family Wealth Partners
North Carolina
$436K +$198K +3,392 +83%
CFO
240
Callan Family Office
Pennsylvania
$420K +$115K +1,968 +38%
A
241
AlphaQuest
New York
$414K +$125K +2,152 +43%
BCI
242
Brinker Capital Investments
Pennsylvania
$411K +$411K +7,048 New
AWA
243
Arete Wealth Advisors
Illinois
$403K -$4.55K -78 -1%
OTPPB
244
Ontario Teachers' Pension Plan Board
Ontario, Canada
$397K – – –
ASN
245
Advisory Services Network
Georgia
$372K +$372K +6,765 New
SFG
246
Synergy Financial Group
California
$372K +$5.13K +88 +1%
US Bancorp
247
US Bancorp
Minnesota
$371K +$46.6K +800 +14%
OL
248
Optas LLC
Texas
$370K +$84.5K +1,450 +30%
KCP
249
Kera Capital Partners
California
$370K +$370K +6,345 New
BAM
250
Byrne Asset Management
New Jersey
$367K +$367K +6,305 New
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10
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