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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
JSC
251
Jackson Square Capital
California
$453K +$23.1K +421 +5%
GC
252
Guggenheim Capital
Illinois
$452K -$252K -4,583 -34%
FDCDDQ
253
Federation des caisses Desjardins du Quebec
Quebec, Canada
$448K +$161K +2,926 +48%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$447K +$165K +3,009 +51%
CL
255
CSS LLC
Illinois
$443K -$47.3K -860 -9%
Robeco Institutional Asset Management
256
Robeco Institutional Asset Management
Netherlands
$442K -$326K -5,927 -40%
BHCM
257
Brevan Howard Capital Management
Jersey
$441K +$160K +2,911 +49%
WC
258
Waterloo Capital
Texas
$439K +$5.55K +101 +1%
IPW
259
Impact Partnership Wealth
Georgia
$436K -$163K -2,972 -25%
SLAM
260
Swiss Life Asset Management
$435K +$98.5K +1,792 +26%
ECM
261
Evergreen Capital Management
Washington
$433K +$130K +2,361 +37%
AC
262
AXQ Capital
New Jersey
$429K +$472K +8,590 New
FAM
263
Formidable Asset Management
Ohio
$394K
PA
264
Parallel Advisors
California
$393K -$1.38K -25 -0.3%
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
$380K +$103K +1,881 +33%
PCA
266
Pallas Capital Advisors
Massachusetts
$378K -$8.91K -162 -2%
Lido Advisors
267
Lido Advisors
California
$369K -$62.7K -1,141 -13%
TC
268
TwinBeech Capital
New York
$362K +$399K +7,255 New
IMC Chicago
269
IMC Chicago
Illinois
$358K +$394K +7,157 New
AO
270
Advisor OS
Illinois
$344K +$379K +6,890 New
PFA
271
Pinnacle Family Advisors
Missouri
$344K +$3.68K +67 +1%
BIG
272
Brooklyn Investment Group
New York
$339K +$373K +6,782 New
UCFA
273
United Capital Financial Advisors
Texas
$336K +$370K +6,729 New
CFO
274
Callan Family Office
Pennsylvania
$335K -$13.4K -243 -3%
JIR
275
James Investment Research
Ohio
$335K +$550 +10 +0.1%