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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
$68M
2
Prudential Financial
Prudential Financial
New Jersey
$109M
3
AQR Capital Management
AQR Capital Management
Connecticut
$88.7M
4
QCM
Quantinno Capital Management
New York
$35.6M
5
Deutsche Bank
Deutsche Bank
Germany
$123M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$49.5M
2
PCM
Penn Capital Management
Pennsylvania
$0
3
Citadel Advisors
Citadel Advisors
Florida
$4.1M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.01M
5
JG
Jain Global
New York
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
251
Pursue Wealth Partners
California
$362K – – –
MCI
252
MRP Capital Investments
Georgia
$356K +$47.7K +819 +15%
SS
253
Sunbelt Securities
Texas
$354K +$354K +8,000 New
ECM
254
Evergreen Capital Management
Washington
$351K +$37.9K +647 +12%
CBOR
255
Community Bank of Raymore
Missouri
$347K – – –
JIR
256
James Investment Research
Ohio
$344K – – –
EWA
257
EP Wealth Advisors
California
$343K +$58.4K +1,003 +21%
BAAM
258
Baker Avenue Asset Management
California
$334K +$102K +1,749 +44%
SAM
259
Securian Asset Management
Minnesota
$334K – – –
MFG
260
Merit Financial Group
Georgia
$330K +$330K +5,671 New
CP
261
Camelot Portfolios
Ohio
$320K -$175 -3 -0.1%
MCM
262
Monument Capital Management
Virginia
$315K +$315K +5,413 New
PCG
263
Prosperity Consulting Group
Maryland
$314K -$11.7K -200 -4%
PTC
264
Private Trust Company
Ohio
$310K – – –
HFM
265
Harvest Fund Management
China
$303K +$303K +5,195 New
VU
266
Vanderbilt University
Tennessee
$302K -$7.28K -125 -2%
BC
267
Bridgefront Capital
Texas
$297K +$297K +5,105 New
PAM
268
Panagora Asset Management
Massachusetts
$291K -$990 -17 -0.3%
EWA
269
EverSource Wealth Advisors
Alabama
$290K +$180K +3,094 +164%
Jane Street
270
Jane Street
New York
$287K -$5.03M -86,268 -95%
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$281K +$8.56K +147 +3%
B
272
Bailard
California
$280K +$280K +4,800 New
RSWM
273
Robertson Stephens Wealth Management
California
$275K – – –
SCP
274
Sivia Capital Partners
California
$268K +$268K +4,593 New
PS
275
Presima Securities
Quebec, Canada
$266K – – –
9 10
11
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