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EPR Properties

457 hedge funds and large institutions have $3.02B invested in EPR Properties in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 175 increasing their positions, 151 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $6.6M

16% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 151

6% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 54

0% more funds holding

Funds holding: 456457 (+1)

0.21% less ownership

Funds ownership: 79.74%79.54% (-0.21%)

14% less capital invested

Capital invested by funds: $3.52B → $3.02B (-$496M)

Holders
457
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
5.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
57
Increased
175
Reduced
151
Closed
54
Calls
$14.3M
Puts
$6.6M
Net Calls
+$7.71M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
DB
351
Danske Bank
Denmark
$49.9K -$12.6K -242 -19%
AEPWM
352
Atlantic Edge Private Wealth Management
Florida
$49.9K
NWM
353
Nova Wealth Management
Florida
$49.9K
Bessemer Group
354
Bessemer Group
New Jersey
$48K +$32.8K +631 +192%
GWM
355
Geneos Wealth Management
Colorado
$45.3K +$469 +9 +1%
MCM
356
MAI Capital Management
Ohio
$41.2K -$18.9K -364 -31%
CFB
357
Cullen/Frost Bankers
Texas
$40.6K +$3.54K +68 +9%
SIC
358
SJS Investment Consulting
Ohio
$38.9K -$4.22K -81 -9%
CT
359
Colonial Trust
South Carolina
$37.7K +$36.4K +700 +1,250%
BC
360
Brookfield Corp
Ontario, Canada
$35.5K
SEP
361
Signature Equity Partners
Ohio
$35.3K +$36.8K +707 New
KFP
362
Kerr Financial Planning
California
$35.3K
TWD
363
True Wealth Design
Ohio
$34.1K +$11.6K +222 +48%
LFG
364
Larson Financial Group
Missouri
$32.6K +$19.5K +374 +134%
NA
365
NewEdge Advisors
Louisiana
$30.6K +$8.22K +158 +35%
TFA
366
Transamerica Financial Advisors
Florida
$29.1K +$23.6K +453 +357%
SWM
367
Spire Wealth Management
Virginia
$27.2K +$104 +2 +0.4%
Loomis, Sayles & Company
368
Loomis, Sayles & Company
Massachusetts
$25.1K
HFM
369
Harvest Fund Management
China
$25K -$23.4K -450 -47%
FDW
370
Fourth Dimension Wealth
Ohio
$24.9K +$10.4K +200 +67%
EW
371
Elyxium Wealth
California
$23.9K +$24.9K +478 New
SA
372
Strategic Advocates
Utah
$23.4K +$104 +2 +0.4%
BTI
373
Blue Trust Inc
Georgia
$22.2K +$52 +1 +0.2%
CAM
374
Costello Asset Management
Pennsylvania
$20.1K
LAS
375
Lloyd Advisory Services
Georgia
$19.3K +$20.1K +387 New