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EPR Properties

457 hedge funds and large institutions have $3.02B invested in EPR Properties in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 175 increasing their positions, 151 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $6.6M

16% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 151

6% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 54

0% more funds holding

Funds holding: 456457 (+1)

0.21% less ownership

Funds ownership: 79.74%79.54% (-0.21%)

14% less capital invested

Capital invested by funds: $3.52B → $3.02B (-$496M)

Holders
457
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
5.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
57
Increased
175
Reduced
151
Closed
54
Calls
$14.3M
Puts
$6.6M
Net Calls
+$7.71M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Allworth Financial
California
$138K +$521 +10 +0.4%
EP
327
Essential Partners
California
$134K -$55.6K -1,068 -28%
Jones Financial Companies
328
Jones Financial Companies
Missouri
$133K +$30.2K +580 +28%
S
329
SignatureFD
Georgia
$123K +$7.44K +143 +6%
KBC Group
330
KBC Group
Belgium
$119K
CF
331
Centaurus Financial
California
$117K -$208 -4 -0.2%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$113K -$52.4K -1,007 -31%
Mirae Asset Global Investments
333
Mirae Asset Global Investments
South Korea
$111K +$29K +558 +33%
Fidelity International
334
Fidelity International
Bermuda
$107K -$38.9K -748 -26%
AAP
335
Arax Advisory Partners
Colorado
$106K -$985K -18,918 -90%
GI
336
GAMMA Investing
California
$95.8K -$3.02K -58 -3%
TCM
337
Triumph Capital Management
Colorado
$93.9K -$253K -4,853 -72%
IA
338
IFP Advisors
Florida
$93.6K -$18.7K -360 -16%
QL
339
Quarry LP
New York
$92.8K +$13.3K +255 +16%
TFA
340
Toth Financial Advisory
Virginia
$84.8K
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$83.5K -$5.15K -99 -6%
SSA
342
SSA Swiss Advisors
$82.1K
HI
343
Harbour Investments
Wisconsin
$81K
SPIA
344
Steward Partners Investment Advisory
New York
$76.3K -$14.5K -279 -15%
GFM
345
GF Fund Management
China
$62.9K
FFA
346
Farther Finance Advisors
California
$62.6K +$1.98K +38 +3%
Rockefeller Capital Management
347
Rockefeller Capital Management
New York
$60.2K +$58.7K +1,128 +1,446%
HFS
348
Hantz Financial Services
Michigan
$56K +$3.33K +64 +6%
UB
349
UMB Bank
Missouri
$51.8K
SAG
350
SageView Advisory Group
California
$50.1K +$52.2K +1,003 New