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EPR Properties

384 hedge funds and large institutions have $3.03B invested in EPR Properties in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 84 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+23
Holders Change %
+6.37%
% of All Funds
5.22%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
72
Increased
168
Reduced
84
Closed
41
Calls
$20.9M
Puts
$15.6M
Net Calls
+$5.27M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
326
Costello Asset Management
Pennsylvania
$21.2K +$21.2K +402 New
NA
327
NewEdge Advisors
Louisiana
$21K +$2.63K +50 +14%
CFS
328
Compass Financial Services
Iowa
$20.2K +$316 +6 +2%
WSFS
329
Wilmington Savings Fund Society
Delaware
$19.8K
Bessemer Group
330
Bessemer Group
New Jersey
$19K +$5.54K +103 +41%
CT
331
Clearstead Trust
Maine
$18.9K +$18.9K +359 New
MG
332
Mather Group
Illinois
$18.2K +$7.16K +136 +65%
CAL
333
Capital Analysts LLC
Pennsylvania
$17K +$154 +3 +0.9%
CFB
334
Cullen/Frost Bankers
Texas
$16.4K +$16.4K +311 New
CA
335
CoreCap Advisors
Michigan
$15.8K +$1.53K +29 +11%
FDW
336
Fourth Dimension Wealth
Ohio
$15.8K
IRC
337
Investors Research Corp
Georgia
$15.8K
DIP
338
DT Investment Partners
Pennsylvania
$14.4K
SW
339
SVB Wealth
Massachusetts
$14.3K +$14.3K +272 New
SAM
340
Smartleaf Asset Management
Massachusetts
$14K
UB
341
UMB Bank
Missouri
$11.8K +$3.68K +70 +45%
AT
342
Arlington Trust
Alabama
$11.3K
WT
343
Whittier Trust
California
$11.1K
PFBT
344
Parkside Financial Bank & Trust
Missouri
$10.4K +$5.52K +105 +113%
FGAM
345
Financial Gravity Asset Management
Texas
$9.58K +$9.58K +182 New
PWMG
346
Prestige Wealth Management Group
New Jersey
$9.26K
FFA
347
Farther Finance Advisors
California
$9.16K +$3.66K +70 +67%
CI
348
CX Institutional
Indiana
$9K +$9K +168 New
MPWT
349
MassMutual Private Wealth & Trust
Connecticut
$8.94K +$6.05K +115 +209%
BIA
350
Bell Investment Advisors
California
$8.1K