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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
AUB
376
Atlantic Union Bankshares
Virginia
$19K -$4.84K -93 -20%
CT
377
Clearstead Trust
Maine
$17.9K
UBS AM
378
UBS AM
Illinois
$17.5K -$27.4M -525,446 -100%
SIS
379
Sound Income Strategies
Florida
$17K
AFC
380
Ares Financial Consulting
California
$16.5K +$17.2K +330 New
CA
381
CoreCap Advisors
Michigan
$15.8K +$521 +10 +3%
CA
382
Clearstead Advisors
Ohio
$15.2K +$677 +13 +4%
IRC
383
Investors Research Corp
Georgia
$15K
WIM
384
Westside Investment Management
California
$14.5K
SAM
385
Smartleaf Asset Management
Massachusetts
$13.6K
DIP
386
DT Investment Partners
Pennsylvania
$13.6K
CAL
387
Capital Analysts LLC
Pennsylvania
$13K +$52 +1 +0.4%
RF
388
Rossby Financial
Florida
$12.8K -$82.6K -1,586 -86%
SVWA
389
Sarver Vrooman Wealth Advisors
Missouri
$12.5K +$13K +250 New
PFBT
390
Parkside Financial Bank & Trust
Missouri
$12.1K +$2.13K +41 +20%
HNB
391
Huntington National Bank
Ohio
$11.4K -$27.3K -524 -70%
WT
392
Whittier Trust
California
$10.8K
AT
393
Arlington Trust
Alabama
$10.7K
OP
394
ORG Partners
Indiana
$10.7K +$11.2K +215 New
C
395
Covestor
United Kingdom
$10K -$52 -1 -0.5%
CA
396
Crewe Advisors
Utah
$9.98K +$3.28K +63 +46%
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$9.18K
BWA
398
Basecamp Wealth Advisors
Washington
$9.03K +$9.42K +181 New
PWMG
399
Prestige Wealth Management Group
New Jersey
$8.84K
MPW
400
MASECO Private Wealth
$7.64K +$104 +2 +1%