EPR icon

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
+$44.5M
2
Prudential Financial
Prudential Financial
New Jersey
+$32.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$20M
4
QCM
Quantinno Capital Management
New York
+$14.4M
5
Deutsche Bank
Deutsche Bank
Germany
+$14.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$24M
2
PCM
Penn Capital Management
Pennsylvania
-$15.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$14.8M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$10.1M
5
JG
Jain Global
New York
-$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$266K -$34K -584 -11%
ECM
277
EMC Capital Management
Texas
$266K -$247K -4,237 -48%
P
278
Pitcairn
Pennsylvania
$264K -$35.1K -602 -12%
MAM
279
Martingale Asset Management
Massachusetts
$264K +$264K +4,534 New
AA
280
ALPS Advisors
Colorado
$263K -$40.2K -690 -13%
RG
281
Renaissance Group
Kentucky
$259K -$7.52K -129 -3%
AIA
282
Affinity Investment Advisors
California
$256K -$990 -17 -0.4%
WA
283
Waverly Advisors
Alabama
$254K +$254K +4,368 New
FDCDDQ
284
Federation des caisses Desjardins du Quebec
Quebec, Canada
$254K +$254K +4,355 New
GRP
285
Global Retirement Partners
California
$252K +$252K +4,321 New
JWCA
286
J.W. Cole Advisors
Florida
$247K -$16.1K -276 -6%
HIP
287
HUB Investment Partners
Texas
$238K +$238K +4,086 New
URS
288
Utah Retirement Systems
Utah
$233K -$8.33K -143 -3%
Truist Financial
289
Truist Financial
North Carolina
$233K +$233K +3,994 New
MOS
290
MGO One Seven
Ohio
$232K +$232K +3,980 New
SCM
291
Schnieders Capital Management
California
$230K – – –
TCM
292
TT Capital Management
California
$229K -$291K -5,000 -56%
LAM
293
Longboard Asset Management
Arizona
$228K – – –
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$226K -$22K -377 -9%
CFG
295
Cooper Financial Group
California
$222K +$222K +3,810 New
LAM
296
Lewis Asset Management
California
$220K +$220K +3,769 New
HWM
297
Hohimer Wealth Management
Washington
$216K +$216K +3,701 New
SWP
298
Stratos Wealth Partners
Ohio
$213K +$213K +3,655 New
NB
299
Norinchukin Bank
Japan
$211K +$211K +3,626 New
KFSC
300
Keystone Financial Services (Colorado)
Colorado
$208K +$208K +3,569 New
10 11
12
13 14