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EPR Properties

384 hedge funds and large institutions have $3.03B invested in EPR Properties in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 84 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+23
Holders Change %
+6.37%
% of All Funds
5.22%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
72
Increased
168
Reduced
84
Closed
41
Calls
$20.9M
Puts
$15.6M
Net Calls
+$5.27M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
251
Caprock Group
Idaho
$276K +$276K +5,208 New
CFO
252
Callan Family Office
Pennsylvania
$275K -$44.2K -841 -14%
AA
253
ALPS Advisors
Colorado
$274K -$86K -1,635 -24%
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$271K +$5.84K +111 +2%
P
255
Pitcairn
Pennsylvania
$270K +$26.3K +500 +11%
PAM
256
Panagora Asset Management
Massachusetts
$263K
A
257
AlphaQuest
New York
$260K -$1.59M -30,255 -86%
OL
258
Optas LLC
Texas
$258K +$258K +4,899 New
EWA
259
EP Wealth Advisors
California
$257K +$17.6K +335 +7%
CPIG
260
Chicago Partners Investment Group
Illinois
$254K +$254K +5,043 New
USAA
261
United Services Automobile Association
Texas
$251K +$251K +4,853 New
RSWM
262
Robertson Stephens Wealth Management
California
$249K
IPW
263
Impact Partnership Wealth
Georgia
$247K -$78.7K -1,495 -24%
Mackenzie Financial
264
Mackenzie Financial
Ontario, Canada
$246K +$246K +4,675 New
CIBC Private Wealth Group
265
CIBC Private Wealth Group
Georgia
$244K -$8.31K -191 -3%
AWS
266
Atria Wealth Solutions
New York
$243K -$19.6K -373 -7%
PS
267
Presima Securities
Quebec, Canada
$241K +$241K +4,573 New
RG
268
Renaissance Group
Kentucky
$240K +$240K +4,568 New
CIS
269
Custom Index Systems
New York
$239K +$239K +4,550 New
FPAS
270
Focus Partners Advisor Solutions
Missouri
$239K +$239K +4,536 New
JWCA
271
J.W. Cole Advisors
Florida
$238K +$238K +4,522 New
BIG
272
Brookwood Investment Group
Arizona
$234K +$234K +4,446 New
AIA
273
Affinity Investment Advisors
California
$232K +$232K +4,416 New
SQA
274
Simon Quick Advisors
New Jersey
$226K +$226K +4,305 New
OSAM
275
O'Shaughnessy Asset Management
Connecticut
$224K +$224K +4,256 New