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EPR Properties
EPR

Overview Fund Activity

415 hedge funds and large institutions have $3.52B invested in EPR Properties in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+31
Holders Change %
+8.07%
% of All Funds
5.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
168
Reduced
113
Closed
36
Calls
$23.4M
Puts
$16.2M
Net Calls
+$7.28M
Net Calls Change
+$2.01M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$68M
2
Prudential Financial
Prudential Financial
New Jersey
$109M
3
AQR Capital Management
AQR Capital Management
Connecticut
$88.7M
4
QCM
Quantinno Capital Management
New York
$35.6M
5
Deutsche Bank
Deutsche Bank
Germany
$123M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$49.5M
2
PCM
Penn Capital Management
Pennsylvania
$0
3
Citadel Advisors
Citadel Advisors
Florida
$4.1M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.01M
5
JG
Jain Global
New York
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
376
Smartleaf Asset Management
Massachusetts
$6.45K -$9.09K -158 -59%
CFS
377
Compass Financial Services
Iowa
$6.28K -$16K -275 -72%
TCM
378
TD Capital Management
Tennessee
$5.87K – – –
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$5.65K +$2.39K +41 +73%
NEWAS
380
N.E.W. Advisory Services
Wisconsin
$4.84K – – –
MTIC
381
Missouri Trust & Investment Company
Missouri
$4.37K – – –
LI
382
LRI Investments
Florida
$4.37K – – –
NC
383
NewSquare Capital
Pennsylvania
$4.14K – – –
CAL
384
Capital Advisors Ltd
Ohio
$4K -$2.82K -50 -41%
WBC
385
West Branch Capital
Massachusetts
$3.96K – – –
TCOV
386
Trust Company of Vermont
Vermont
$3.85K – – –
FMII
387
Farmers & Merchants Investments Inc
Nebraska
$3.79K +$291 +5 +8%
BBHC
388
Brown Brothers Harriman & Co
New York
$3.44K -$75.7K -1,300 -96%
BCM
389
Boreal Capital Management
Florida
$2.93K +$2.93K +50 New
TFA
390
Toth Financial Advisory
Virginia
$2.1K +$2.1K +36 New
RBC
391
Roble Belko & Company
Pennsylvania
$2K +$69 +1 +4%
BGAI
392
Bruce G. Allen Investments
Colorado
$1.81K – – –
MHIP
393
Mountain Hill Investment Partners
New Jersey
$1.63K +$58 +1 +4%
AIC
394
Archer Investment Corporation
Indiana
$1.59K – – –
MYIA
395
Mount Yale Investment Advisors
Colorado
$1.46K +$1.46K +25 New
SO
396
Sierra Ocean
California
$1.34K – – –
S
397
Sachetta
Massachusetts
$1.28K – – –
BWL
398
Bogart Wealth LLC
Virginia
$1.19K +$238 +4 +25%
GWSG
399
GPS Wealth Strategies Group
Colorado
$1.11K – – –
GEA
400
Glen Eagle Advisors
New Jersey
$1.08K +$57 +1 +6%
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16
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