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EPR Properties

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
Name Holding Trade Value Shares
Change
Shares
Change %
Mirae Asset Global Investments
326
Mirae Asset Global Investments
South Korea
$91.8K -$27.4K -470 -23%
SPIA
327
Steward Partners Investment Advisory
New York
$86.3K +$3.44K +59 +4%
GFM
328
GF Fund Management
China
$78.2K -$5.36K -92 -6%
MCM
329
MAI Capital Management
Ohio
$75.6K +$6.18K +106 +9%
AAP
330
Arax Advisory Partners
Colorado
$72.8K +$18.3K +314 +34%
HFS
331
Hantz Financial Services
Michigan
$66K +$25.1K +431 +61%
BIG
332
Brooklyn Investment Group
New York
$62.5K +$20.8K +357 +50%
FFA
333
Farther Finance Advisors
California
$61.3K +$51.1K +877 +501%
NWM
334
Nova Wealth Management
Florida
$58.3K -$13K -223 -18%
AAM
335
Advisors Asset Management
Colorado
$57.6K -$16.5K -283 -22%
CFB
336
Cullen/Frost Bankers
Texas
$54.6K +$36.5K +627 +202%
AEPWM
337
Atlantic Edge Private Wealth Management
Florida
$53.9K +$4.37K +75 +9%
QL
338
Quarry LP
New York
$51.6K +$51.6K +886 New
GM
339
GeoWealth Management
Illinois
$51K +$51K +875 New
UB
340
UMB Bank
Missouri
$43.3K +$30.2K +519 +232%
GWM
341
Geneos Wealth Management
Colorado
$42.4K -$30.6K -525 -42%
SWM
342
Spire Wealth Management
Virginia
$31.7K -$105K -1,795 -77%
Loomis, Sayles & Company
343
Loomis, Sayles & Company
Massachusetts
$31.6K +$31.6K +542 New
CA
344
Clearstead Advisors
Ohio
$28K -$990 -17 -3%
BTI
345
Blue Trust Inc
Georgia
$25.8K +$58 +1 +0.2%
CAM
346
Costello Asset Management
Pennsylvania
$23.4K
NA
347
NewEdge Advisors
Louisiana
$23.3K
Bessemer Group
348
Bessemer Group
New Jersey
$22K +$1.56K +27 +8%
WSFS
349
Wilmington Savings Fund Society
Delaware
$22K
CT
350
Clearstead Trust
Maine
$20.9K