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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 %
TWD
351
True Wealth Design
Ohio
$7.05K +$7.05K +134 New
VFM
352
Vision Financial Markets
Connecticut
$6.58K +$6.58K +125 New
CAL
353
Capital Advisors Ltd
Ohio
$6K +$545 +11 +10%
MFT
354
Moisand Fitzgerald Tamayo
Florida
$5.84K
QC
355
Quent Capital
New York
$5.59K
TCM
356
TD Capital Management
Tennessee
$5.3K
MIM
357
Marshall Investment Management
Colorado
$4.63K +$4.63K +88 New
NEWAS
358
N.E.W. Advisory Services
Wisconsin
$4.37K +$4.37K +83 New
LI
359
LRI Investments
Florida
$3.95K
MTIC
360
Missouri Trust & Investment Company
Missouri
$3.95K
NC
361
NewSquare Capital
Pennsylvania
$3.74K +$3.74K +71 New
WBC
362
West Branch Capital
Massachusetts
$3.58K
TCOV
363
Trust Company of Vermont
Vermont
$3.47K
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$3.16K +$1.42K +27 +82%
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$2.95K -$21.5K -408 -88%
CA
366
Crewe Advisors
Utah
$2.95K +$2.95K +56 New
PA
367
PSI Advisors
Florida
$2.63K
BGAI
368
Bruce G. Allen Investments
Colorado
$1.63K
MHIP
369
Mountain Hill Investment Partners
New Jersey
$1.45K
AIC
370
Archer Investment Corporation
Indiana
$1.41K +$52 +1 +4%
SO
371
Sierra Ocean
California
$1.21K
S
372
Sachetta
Massachusetts
$1.16K
DF
373
Dunhill Financial
United Kingdom
$1.04K +$731 +12 +240%
RBC
374
Roble Belko & Company
Pennsylvania
$1K
GWSG
375
GPS Wealth Strategies Group
Colorado
$1K