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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
OCM
376
Osbon Capital Management
Massachusetts
$26K +$28.6K +521 New
AFC
377
Ares Financial Consulting
California
$25.9K +$10.2K +186 +56%
FDW
378
Fourth Dimension Wealth
Ohio
$25K
BTI
379
Blue Trust Inc
Georgia
$22.2K +$55 +1 +0.2%
QL
380
Quarry LP
New York
$21.5K -$78.5K -1,428 -77%
HFM
381
Harvest Fund Management
China
$21K -$4.84K -88 -17%
CAM
382
Costello Asset Management
Pennsylvania
$20.1K
BIAS
383
Beacon Investment Advisory Services
New Jersey
$20K +$22K +400 New
Group One Trading
384
Group One Trading
Illinois
$19.4K -$171K -3,111 -89%
AUB
385
Atlantic Union Bankshares
Virginia
$19K
CT
386
Clearstead Trust
Maine
$17.9K
CT
387
Colonial Trust
South Carolina
$17.5K -$22.3K -406 -54%
MG
388
Mather Group
Illinois
$17.2K +$19K +345 New
SIS
389
Sound Income Strategies
Florida
$16.9K +$1.7K +31 +10%
CA
390
CoreCap Advisors
Michigan
$15.8K
Los Angeles Capital Management
391
Los Angeles Capital Management
California
$14.8K +$16.3K +296 New
WIM
392
Westside Investment Management
California
$14.6K
SMBT
393
Southern Michigan Bank & Trust
Michigan
$13.7K +$15.1K +275 New
RF
394
Rossby Financial
Florida
$12.9K
TPWA
395
Twin Peaks Wealth Advisors
California
$12.9K +$14.2K +258 New
SVWA
396
Sarver Vrooman Wealth Advisors
Missouri
$12.7K +$220 +4 +2%
CCWM
397
Cassaday & Co Wealth Management
Virginia
$12.4K +$13.7K +249 New
BC
398
Bayforest Capital
United Kingdom
$12.3K -$300K -5,457 -96%
WA
399
WPG Advisers
Maryland
$11.8K +$12.3K +224 +1,723%
HNB
400
Huntington National Bank
Ohio
$11.2K -$275 -5 -2%