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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
BCM
301
Bluefin Capital Management
New York
$255K +$280K +5,100 New
Man Group
302
Man Group
United Kingdom
$254K +$280K +5,091 New
KF
303
Krilogy Financial
Missouri
$251K -$44.5K -810 -15%
JFG
304
Jefferies Financial Group
New York
$249K -$3.54M -64,471 -93%
PAM
305
Panagora Asset Management
Massachusetts
$249K
EC
306
EntryPoint Capital
New York
$246K -$198K -3,604 -42%
MFG
307
Merit Financial Group
Georgia
$244K +$1.98K +36 +0.7%
WG
308
Winton Group
United Kingdom
$240K +$264K +4,800 New
William Blair & Company
309
William Blair & Company
Illinois
$240K +$4.12K +75 +2%
RSWM
310
Robertson Stephens Wealth Management
California
$236K
PS
311
Presima Securities
Quebec, Canada
$235K
MGP
312
M&G plc
United Kingdom
$232K +$256K +4,649 New
NA
313
NewEdge Advisors
Louisiana
$232K +$222K +4,034 +658%
ASN
314
Advisory Services Network
Georgia
$231K +$254K +4,617 New
FCM
315
Fieldview Capital Management
Michigan
$226K +$249K +4,528 New
WA
316
Waverly Advisors
Alabama
$225K +$18.7K +340 +8%
SFG
317
Synergy Financial Group
California
$223K -$85K -1,546 -26%
CAP
318
Cordoba Advisory Partners
New York
$223K
RG
319
Renaissance Group
Kentucky
$221K -$3.24K -59 -1%
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$220K +$242K +4,400 New
AIA
321
Affinity Investment Advisors
California
$220K
USCWA
322
U.S. Capital Wealth Advisors
Texas
$220K +$21.2K +385 +10%
B
323
Bailard
California
$215K
HWM
324
Hohimer Wealth Management
Washington
$213K +$235K +4,273 New
DnB Asset Management
325
DnB Asset Management
Norway
$207K +$228K +4,145 New