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EPR Properties

463 hedge funds and large institutions have $3.05B invested in EPR Properties in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 197 increasing their positions, 127 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 127

39% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $9.01M

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

1% more funds holding

Funds holding: 457463 (+6)

1% more capital invested

Capital invested by funds: $3.02B → $3.05B (+$21.9M)

0.16% more ownership

Funds ownership: 79.54%79.7% (+0.16%)

Holders
463
Holders Change
+6
Holders Change %
+1.31%
% of All Funds
5.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
65
Increased
197
Reduced
127
Closed
50
Calls
$12.6M
Puts
$9.01M
Net Calls
+$3.56M
Net Calls Change
-$4.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$81.2K -$2.64K -48 -3%
AA
352
Ancora Advisors
Ohio
$80.9K +$89.1K +1,620 New
Mirae Asset Global Investments
353
Mirae Asset Global Investments
South Korea
$78.3K -$36.1K -657 -30%
TCM
354
Triumph Capital Management
Colorado
$77K -$19.2K -350 -19%
SPIA
355
Steward Partners Investment Advisory
New York
$72.3K -$4.56K -83 -5%
FFA
356
Farther Finance Advisors
California
$70.7K +$8.36K +152 +12%
Rockefeller Capital Management
357
Rockefeller Capital Management
New York
$70K +$10.7K +194 +16%
MCM
358
MAI Capital Management
Ohio
$68.7K +$30.3K +551 +67%
GFM
359
GF Fund Management
China
$57.5K -$6.05K -110 -9%
UB
360
UMB Bank
Missouri
$56.9K +$5.5K +100 +10%
SS
361
Sunbelt Securities
Texas
$53.1K +$56.2K +1,023 +2,558%
CFB
362
Cullen/Frost Bankers
Texas
$51.5K +$11.8K +215 +26%
AEPWM
363
Atlantic Edge Private Wealth Management
Florida
$50K
NWM
364
Nova Wealth Management
Florida
$50K
SIC
365
SJS Investment Consulting
Ohio
$48.9K +$10.9K +199 +26%
Bessemer Group
366
Bessemer Group
New Jersey
$46K -$2.09K -38 -4%
GWM
367
Geneos Wealth Management
Colorado
$45.8K +$495 +9 +1%
SAM
368
Smartleaf Asset Management
Massachusetts
$44.9K +$35.2K +641 +237%
IAAG
369
Innovative Asset Advisors Group
Connecticut
$42.7K +$46.7K +849 New
KFP
370
Kerr Financial Planning
California
$35K
TWD
371
True Wealth Design
Ohio
$34.7K +$660 +12 +2%
SWM
372
Spire Wealth Management
Virginia
$30.2K +$3.19K +58 +11%
Loomis, Sayles & Company
373
Loomis, Sayles & Company
Massachusetts
$28.2K +$3.41K +62 +12%
TCM
374
TD Capital Management
Tennessee
$27.6K +$24.9K +452 +448%
SIM
375
Synergy Investment Management
Florida
$27.2K +$29.9K +544 New