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EPR Properties

444 hedge funds and large institutions have $3.51B invested in EPR Properties in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 169 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.8M
Puts
$21.2M
Net Calls
Net Calls Change

Top Buyers

1 +$52.9M
2 +$43.2M
3 +$41.6M
4
Morgan Stanley
Morgan Stanley
New York
+$32.1M
5
SSA
Schonfeld Strategic Advisors
New York
+$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
351
UMB Bank
Missouri
$60.3K
SOW
352
State of Wyoming
Wyoming
$60K
NWM
353
Nova Wealth Management
Florida
$58K
AEPWM
354
Atlantic Edge Private Wealth Management
Florida
$58K
HFM
355
Harvest Fund Management
China
$56K
GWM
356
Geneos Wealth Management
Colorado
$52.1K
SIC
357
SJS Investment Consulting
Ohio
$50K
HNB
358
Huntington National Bank
Ohio
$43.7K
CFB
359
Cullen/Frost Bankers
Texas
$43.3K
BC
360
Brookfield Corp
Ontario, Canada
$41.3K
SSG
361
Summit Securities Group
New York
$34.8K
KFPC
362
KERR FINANCIAL PLANNING Corp
California
$31.7K
SWM
363
Spire Wealth Management
Virginia
$31.6K
Loomis, Sayles & Company
364
Loomis, Sayles & Company
Massachusetts
$29.2K
AUB
365
Atlantic Union Bankshares
Virginia
$27.4K
TWD
366
True Wealth Design
Ohio
$26.7K
SA
367
Strategic Advocates
Utah
$26.7K
NA
368
NewEdge Advisors
Louisiana
$26.4K
CIAM
369
Caitong International Asset Management
Hong Kong
$25.9K
BTI
370
Blue Trust Inc
Georgia
$25.7K
CAM
371
Costello Asset Management
Pennsylvania
$23.3K
ABWM
372
Alpine Bank Wealth Management
Colorado
$22.3K
CT
373
Clearstead Trust
Maine
$20.8K
MG
374
Mather Group
Illinois
$20K
Bessemer Group
375
Bessemer Group
New Jersey
$19K