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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
SAM
326
Sagewood Asset Management
New York
$206K -$42.4K -772 -16%
WPC
327
Wedmont Private Capital
Pennsylvania
$205K -$9.24K -168 -4%
CWG
328
Cornerstone Wealth Group
North Carolina
$201K +$195K +3,552 New
ATPW
329
Ashton Thomas Private Wealth
Arizona
$201K +$221K +4,019 New
VIA
330
Virtus Investment Advisers
Connecticut
$189K +$29.7K +540 +17%
EWA
331
EverSource Wealth Advisors
Alabama
$177K -$9.4K -171 -5%
Jones Financial Companies
332
Jones Financial Companies
Missouri
$169K +$44.5K +810 +30%
AF
333
Allworth Financial
California
$160K +$24.5K +445 +16%
HWA
334
Heritage Wealth Advisors
Virginia
$150K
HFS
335
Hantz Financial Services
Michigan
$149K +$103K +1,866 +167%
Public Employees Retirement Association of Colorado
336
Public Employees Retirement Association of Colorado
Colorado
$142K
TRCT
337
Tower Research Capital (TRC)
New York
$142K -$90.8K -1,652 -37%
S
338
SignatureFD
Georgia
$141K +$19.8K +361 +15%
KBC Group
339
KBC Group
Belgium
$119K
CF
340
Centaurus Financial
California
$117K +$165 +3 +0.1%
IA
341
IFP Advisors
Florida
$115K +$23.7K +431 +23%
EP
342
Essential Partners
California
$105K -$31.8K -578 -22%
GI
343
GAMMA Investing
California
$104K +$8.8K +160 +8%
TWC
344
TD Waterhouse Canada
Ontario, Canada
$101K +$110K +2,003 New
Fidelity International
345
Fidelity International
Bermuda
$89.8K -$19.1K -348 -16%
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$88.9K +$92.3K +1,679 +1,662%
LFG
347
Larson Financial Group
Missouri
$86.4K +$59.2K +1,077 +165%
HI
348
Harbour Investments
Wisconsin
$85.3K +$4.67K +85 +5%
Ninety One (UK)
349
Ninety One (UK)
United Kingdom
$85.3K +$93.9K +1,708 New
TFA
350
Toth Financial Advisory
Virginia
$84.9K