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EPR Properties
EPR

Overview Fund Activity

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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$68M
2
Prudential Financial
Prudential Financial
New Jersey
$109M
3
AQR Capital Management
AQR Capital Management
Connecticut
$88.7M
4
QCM
Quantinno Capital Management
New York
$35.6M
5
Deutsche Bank
Deutsche Bank
Germany
$123M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$49.5M
2
PCM
Penn Capital Management
Pennsylvania
$0
3
Citadel Advisors
Citadel Advisors
Florida
$4.1M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.01M
5
JG
Jain Global
New York
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
351
Capital Analysts LLC
Pennsylvania
$20K +$179 +3 +0.9%
CA
352
CoreCap Advisors
Michigan
$17.9K +$350 +6 +2%
SIS
353
Sound Income Strategies
Florida
$17.7K -$10.9K -187 -38%
FDW
354
Fourth Dimension Wealth
Ohio
$17.5K – – –
IRC
355
Investors Research Corp
Georgia
$17.5K – – –
DIP
356
DT Investment Partners
Pennsylvania
$15.9K – – –
C
357
Covestor
United Kingdom
$15K -$72.5K -1,243 -83%
HT
358
Headlands Technologies
Illinois
$14.8K +$14.8K +254 New
TPWA
359
Twin Peaks Wealth Advisors
California
$13.7K +$13.7K +257 New
TWD
360
True Wealth Design
Ohio
$13.5K +$5.65K +97 +72%
AT
361
Arlington Trust
Alabama
$12.5K – – –
WT
362
Whittier Trust
California
$12.3K – – –
PFBT
363
Parkside Financial Bank & Trust
Missouri
$11.8K +$233 +4 +2%
SSG
364
Summit Securities Group
New York
$11.7K +$11.7K +200 New
MPWT
365
MassMutual Private Wealth & Trust
Connecticut
$10.7K +$816 +14 +8%
FGC
366
Financial Gravity Companies
Texas
$10.6K +$10.6K +182 New
PWMG
367
Prestige Wealth Management Group
New Jersey
$10.3K – – –
MHR
368
Matthew Hamilton Rosenberg
$10.2K +$10.2K +175 New
CI
369
CX Institutional
Indiana
$10K – – –
BIA
370
Bell Investment Advisors
California
$8.97K – – –
MPW
371
MASECO Private Wealth
$8.64K +$8.64K +148 New
WIM
372
Westside Investment Management
California
$8.36K +$8.36K +143 New
CA
373
Crewe Advisors
Utah
$7.98K +$4.72K +81 +145%
VFM
374
Vision Financial Markets
Connecticut
$7.32K +$58 +1 +0.8%
MFT
375
Moisand Fitzgerald Tamayo
Florida
$6.47K – – –
13 14
15
16 17