EPR icon

EPR Properties

444 hedge funds and large institutions have $3.51B invested in EPR Properties in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 169 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$30.8M
Puts
$21.2M
Net Calls
Net Calls Change

Top Buyers

1 +$52.9M
2 +$43.2M
3 +$41.6M
4
Morgan Stanley
Morgan Stanley
New York
+$32.1M
5
SSA
Schonfeld Strategic Advisors
New York
+$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
401
Bell Investment Advisors
California
$6.67K
MFT
402
Moisand Fitzgerald Tamayo
Florida
$6.44K
CFS
403
Compass Financial Services
Iowa
$6.35K
TCM
404
TD Capital Management
Tennessee
$5.85K
SGK
405
Steigerwald Gordon & Koch
Virginia
$5.8K
Northwestern Mutual Wealth Management
406
Northwestern Mutual Wealth Management
Wisconsin
$5.51K
EWP
407
Elevation Wealth Partners
California
$5.45K
WWA
408
Wealth Watch Advisors
Colorado
$5.16K
NEWAS
409
N.E.W. Advisory Services
Wisconsin
$4.82K
Rockefeller Capital Management
410
Rockefeller Capital Management
New York
$4.53K
MTIC
411
Missouri Trust & Investment Company
Missouri
$4.35K
LI
412
LRI Investments
Florida
$4.35K
CSB
413
City State Bank
Iowa
$4.35K
FFA
414
Frazier Financial Advisors
Ohio
$4.26K
CAL
415
Capital Advisors Ltd
Ohio
$4K
TCOV
416
Trust Company of Vermont
Vermont
$3.83K
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$3.77K
RWS
418
Retirement Wealth Solutions
Wisconsin
$3.65K
BBHC
419
Brown Brothers Harriman & Co
New York
$3.42K
CT
420
Colonial Trust
South Carolina
$3.23K
HWA
421
Heartwood Wealth Advisors
Virginia
$2.67K
IWM
422
IMG Wealth Management
Florida
$2.44K
SS
423
Sunbelt Securities
Texas
$2.32K
RBC
424
Roble Belko & Company
Pennsylvania
$2K
BGAI
425
Bruce G. Allen Investments
Colorado
$1.8K