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EPR Properties

449 hedge funds and large institutions have $3.01B invested in EPR Properties in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
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
MCM
351
MAI Capital Management
Ohio
$41.2K
CFB
352
Cullen/Frost Bankers
Texas
$40.6K
SIC
353
SJS Investment Consulting
Ohio
$38.9K
CT
354
Colonial Trust
South Carolina
$37.7K
BC
355
Brookfield Corp
Ontario, Canada
$35.5K
SEP
356
Signature Equity Partners
Ohio
$35.3K
KFP
357
Kerr Financial Planning
California
$35.3K
TWD
358
True Wealth Design
Ohio
$34.1K
LFG
359
Larson Financial Group
Missouri
$32.6K
NA
360
NewEdge Advisors
Louisiana
$30.6K
TFA
361
Transamerica Financial Advisors
Florida
$29.1K
SWM
362
Spire Wealth Management
Virginia
$27.2K
Loomis, Sayles & Company
363
Loomis, Sayles & Company
Massachusetts
$25.1K
HFM
364
Harvest Fund Management
China
$25K
FDW
365
Fourth Dimension Wealth
Ohio
$24.9K
EW
366
Elyxium Wealth
California
$23.9K
SA
367
Strategic Advocates
Utah
$23.4K
BTI
368
Blue Trust Inc
Georgia
$22.2K
CAM
369
Costello Asset Management
Pennsylvania
$20.1K
LAS
370
Lloyd Advisory Services
Georgia
$19.3K
AUB
371
Atlantic Union Bankshares
Virginia
$19K
CT
372
Clearstead Trust
Maine
$17.9K
UBS AM
373
UBS AM
Illinois
$17.5K
SIS
374
Sound Income Strategies
Florida
$17K
AFC
375
Ares Financial Consulting
California
$16.5K