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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
EP
226
Edgestream Partners
New Jersey
$577K -$4.25M -77,386 -87%
Pictet Asset Management
227
Pictet Asset Management
Switzerland
$577K +$54.2K +986 +9%
BCM
228
BTC Capital Management
Iowa
$577K +$28.6K +521 +5%
SIC
229
Samalin Investment Counsel
New York
$570K -$68.5K -1,245 -10%
C
230
Certuity
Florida
$569K +$75.8K +1,379 +14%
BAAM
231
Baker Avenue Asset Management
California
$559K +$69.8K +1,269 +13%
MML Investors Services
232
MML Investors Services
Massachusetts
$553K -$1.02M -18,562 -63%
OL
233
Optas LLC
Texas
$540K -$610K -11,091 -51%
Pacer Advisors
234
Pacer Advisors
Pennsylvania
$529K +$81.6K +1,484 +16%
KA
235
Kovack Advisors
Florida
$529K -$4.84K -88 -0.8%
CCM
236
Coldstream Capital Management
Washington
$520K +$54.5K +992 +11%
MM
237
MQS Management
New York
$518K +$570K +10,367 New
CL
238
Choreo LLC
Illinois
$514K +$75.7K +1,376 +16%
EWA
239
EP Wealth Advisors
California
$512K +$21.4K +389 +4%
SA
240
Sanctuary Advisors
Indiana
$511K +$48.4K +880 +9%
CAPTRUST Financial Advisors
241
CAPTRUST Financial Advisors
North Carolina
$510K +$27.9K +507 +5%
Natixis Advisors
242
Natixis Advisors
Massachusetts
$503K -$80.5K -1,465 -13%
RA
243
RFG Advisory
Alabama
$497K -$60.6K -1,102 -10%
GLF
244
Groupe la Francaise
France
$492K -$4.07K -74 -0.7%
CGH
245
Crossmark Global Holdings
Texas
$487K -$4.4K -80 -0.8%
MNBTD
246
Moody National Bank Trust Division
Texas
$483K +$8.3K +151 +2%
TFA
247
Teamwork Financial Advisors
Texas
$481K +$35.4K +643 +7%
QCG
248
Quadrant Capital Group
Ohio
$470K +$16.1K +292 +3%
MWM
249
Maridea Wealth Management
New York
$459K -$129K -2,346 -20%
X
250
Xponance
Pennsylvania
$457K +$118K +2,149 +31%