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EPR Properties

452 hedge funds and large institutions have $3.02B invested in EPR Properties in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
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
$14.3M
Puts
$6.6M
Net Calls
Net Calls Change

Top Buyers

1 +$31.4M
2 +$20.6M
3 +$15M
4
Ameriprise
Ameriprise
Minnesota
+$13.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$11.9M

Top Sellers

1 -$78.2M
2 -$27.9M
3 -$27.4M
4
BlackRock
BlackRock
New York
-$23.8M
5
Northern Trust
Northern Trust
Illinois
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
351
Bessemer Group
New Jersey
$48K
GWM
352
Geneos Wealth Management
Colorado
$45.3K
MCM
353
MAI Capital Management
Ohio
$41.2K
CFB
354
Cullen/Frost Bankers
Texas
$40.6K
SIC
355
SJS Investment Consulting
Ohio
$38.9K
CT
356
Colonial Trust
South Carolina
$37.7K
BC
357
Brookfield Corp
Ontario, Canada
$35.5K
SEP
358
Signature Equity Partners
Ohio
$35.3K
KFP
359
Kerr Financial Planning
California
$35.3K
TWD
360
True Wealth Design
Ohio
$34.1K
LFG
361
Larson Financial Group
Missouri
$32.6K
NA
362
NewEdge Advisors
Louisiana
$30.6K
TFA
363
Transamerica Financial Advisors
Florida
$29.1K
SWM
364
Spire Wealth Management
Virginia
$27.2K
Loomis, Sayles & Company
365
Loomis, Sayles & Company
Massachusetts
$25.1K
HFM
366
Harvest Fund Management
China
$25K
FDW
367
Fourth Dimension Wealth
Ohio
$24.9K
EW
368
Elyxium Wealth
California
$23.9K
SA
369
Strategic Advocates
Utah
$23.4K
BTI
370
Blue Trust Inc
Georgia
$22.2K
CAM
371
Costello Asset Management
Pennsylvania
$20.1K
LAS
372
Lloyd Advisory Services
Georgia
$19.3K
AUB
373
Atlantic Union Bankshares
Virginia
$19K
CT
374
Clearstead Trust
Maine
$17.9K
UBS AM
375
UBS AM
Illinois
$17.5K