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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
SA
251
Sanctuary Advisors
Indiana
$466K -$84.5K -1,624 -15%
Pacer Advisors
252
Pacer Advisors
Pennsylvania
$455K -$430K -8,258 -48%
QCG
253
Quadrant Capital Group
Ohio
$454K -$10.4K -199 -2%
TFA
254
Teamwork Financial Advisors
Texas
$449K -$50.9K -977 -10%
CL
255
Choreo LLC
Illinois
$448K -$68K -1,307 -13%
WC
256
Waterloo Capital
Texas
$433K -$27.5K -529 -6%
JSC
257
Jackson Square Capital
California
$432K -$68.2K -1,310 -13%
EC
258
EntryPoint Capital
New York
$426K
BCI
259
Brinker Capital Investments
Pennsylvania
$402K +$1.25K +24 +0.3%
FAM
260
Formidable Asset Management
Ohio
$394K -$24.9K -478 -6%
PA
261
Parallel Advisors
California
$394K +$23.5K +452 +6%
PCA
262
Pallas Capital Advisors
Massachusetts
$386K -$51K -979 -11%
RL
263
Ruffer LLP
United Kingdom
$363K +$378K +7,255 New
BFM
264
Boothbay Fund Management
New York
$354K +$161K +3,100 +77%
X
265
Xponance
Pennsylvania
$350K -$73.2K -1,407 -17%
CFO
266
Callan Family Office
Pennsylvania
$347K +$5.83K +112 +2%
Truist Financial
267
Truist Financial
North Carolina
$347K +$92.3K +1,773 +34%
SLAM
268
Swiss Life Asset Management
$346K +$177K +3,395 +96%
AWA
269
Arete Wealth Advisors
Illinois
$343K -$521 -10 -0.1%
PFA
270
Pinnacle Family Advisors
Missouri
$340K +$8.33K +160 +2%
HIP
271
HUB Investment Partners
Texas
$338K +$125K +2,410 +55%
JIR
272
James Investment Research
Ohio
$334K
ACA
273
Atlas Capital Advisors
Wyoming
$328K +$342K +6,573 New
A
274
AlphaQuest
New York
$327K -$1.72M -32,986 -83%
ECM
275
Evergreen Capital Management
Washington
$316K -$36.8K -706 -10%