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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 %
AIA
301
Arrow Investment Advisors
Maryland
$205K +$205K +3,523 New
JSL
302
JT Stratford LLC
Georgia
$205K +$205K +3,519 New
MSRPS
303
Maryland State Retirement & Pension System
Maryland
$204K +$204K +3,497 New
HWA
304
Heritage Wealth Advisors
Virginia
$175K – – –
VIA
305
Virtus Investment Advisers
Connecticut
$171K -$28.9K -496 -14%
AF
306
Allworth Financial
California
$168K +$102K +1,743 +154%
Public Employees Retirement Association of Colorado
307
Public Employees Retirement Association of Colorado
Colorado
$166K – – –
BNP Paribas Asset Management
308
BNP Paribas Asset Management
France
$165K +$165K +2,837 New
Fidelity International
309
Fidelity International
Bermuda
$155K -$89.3K -1,532 -37%
PS
310
Principal Securities
Iowa
$151K +$75.4K +1,295 +100%
IA
311
IFP Advisors
Florida
$144K +$69.1K +1,186 +93%
KBC Group
312
KBC Group
Belgium
$139K -$70.9K -1,214 -34%
S
313
SignatureFD
Georgia
$137K -$12.2K -209 -8%
HCA
314
Harbor Capital Advisors
Illinois
$129K +$9.74K +167 +8%
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$128K -$198K -3,405 -61%
SOW
316
State of Wyoming
Wyoming
$127K +$127K +2,172 New
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$116K +$2.27K +39 +2%
HI
318
Harbour Investments
Wisconsin
$115K +$4.14K +71 +4%
GI
319
GAMMA Investing
California
$115K +$6.06K +104 +6%
TRCT
320
Tower Research Capital (TRC)
New York
$107K +$11.7K +200 +12%
CF
321
Centaurus Financial
California
$103K +$103K +1,765 New
HNB
322
Huntington National Bank
Ohio
$101K +$41.2K +707 +69%
Jones Financial Companies
323
Jones Financial Companies
Missouri
$101K -$4.6K -80 -4%
SSA
324
SSA Swiss Advisors
$96.2K – – –
RF
325
Rossby Financial
Florida
$92K -$9.44K -162 -9%
11 12
13
14 15