We are live on ! Find out more
EPR icon

EPR Properties

457 hedge funds and large institutions have $3.02B invested in EPR Properties in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 175 increasing their positions, 151 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $6.6M

16% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 151

6% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 54

0% more funds holding

Funds holding: 456457 (+1)

0.21% less ownership

Funds ownership: 79.74%79.54% (-0.21%)

14% less capital invested

Capital invested by funds: $3.52B → $3.02B (-$496M)

Holders
457
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
5.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
57
Increased
175
Reduced
151
Closed
54
Calls
$14.3M
Puts
$6.6M
Net Calls
+$7.71M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
RFG Advisory
Alabama
$551K +$573 +11 +0.1%
BCM
227
BTC Capital Management
Iowa
$551K +$78.8K +1,514 +16%
AHL
228
Abel Hall LLC
Louisiana
$548K +$572K +10,988 New
SS
229
Sound Stewardship
Kansas
$545K
HighTower Advisors
230
HighTower Advisors
Illinois
$543K +$12.8K +245 +2%
WS
231
Wedbush Securities
California
$542K +$729 +14 +0.1%
DADC
232
D.A. Davidson & Co
Montana
$530K +$28.6K +549 +5%
KA
233
Kovack Advisors
Florida
$529K +$92.6K +1,779 +20%
Pictet Asset Management
234
Pictet Asset Management
Switzerland
$527K +$50.2K +965 +10%
PEAK6
235
PEAK6
Illinois
$524K +$547K +10,499 New
CIM
236
Cambria Investment Management
California
$521K +$156 +3 +0%
C
237
Certuity
Florida
$500K +$302K +5,805 +138%
BAAM
238
Baker Avenue Asset Management
California
$495K +$56.8K +1,091 +12%
GLF
239
Groupe la Francaise
France
$495K
Lido Advisors
240
Lido Advisors
California
$492K +$15.3K +293 +4%
EWA
241
EP Wealth Advisors
California
$492K +$513K +9,858 New
CGH
242
Crossmark Global Holdings
Texas
$490K +$15.6K +300 +3%
CL
243
CSS LLC
Illinois
$485K
DTL
244
Dynamic Technology Lab
Singapore
$485K +$506K +9,720 New
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$484K -$14.2K -273 -3%
MNBTD
246
Moody National Bank Trust Division
Texas
$474K -$87.5K -1,680 -15%
CCM
247
Coldstream Capital Management
Washington
$470K -$18.3K -351 -4%
EWM
248
Empirical Wealth Management
Washington
$470K +$490K +9,409 New
SFA
249
Sequoia Financial Advisors
Ohio
$468K +$294K +5,644 +151%
Ensign Peak Advisors
250
Ensign Peak Advisors
Utah
$467K -$1.06M -20,355 -68%