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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 %
TFGT
401
TS Financial Group (TSFG)
Illinois
$1K – – –
NS
402
NBC Securities
Alabama
$1K +$1K +32 New
SIC
403
SJS Investment Consulting
Ohio
$991 +$991 +17 New
WA
404
Whipplewood Advisors
Colorado
$990 -$874 -15 -47%
CH
405
Cromwell Holdings
Wyoming
$820 +$820 +14 New
FMP
406
Financial Management Professionals
Texas
$761 – – –
WA
407
WPG Advisers
Maryland
$757 – – –
BFS
408
Bare Financial Services
Pennsylvania
$699 +$699 +12 New
RWM
409
Rialto Wealth Management
New York
$583 +$583 +10 New
PWA
410
Physician Wealth Advisors
Utah
$525 +$525 +9 New
FP
411
Financial Perspectives
Minnesota
$466 – – –
MCM
412
MV Capital Management
Maryland
$408 – – –
CIA
413
Cape Investment Advisory
Georgia
$177 +$177 +3 New
TIM
414
Total Investment Management
Arizona
$66 +$66 +1 New
RJA
415
Ross\Johnson & Associates
Minnesota
$58 – – –
PCM
416
Penn Capital Management
Pennsylvania
– -$15.4M -291,609 Closed
LIP
417
Lighthouse Investment Partners
Florida
– -$8.4M -159,700 Closed
CF
418
Corebridge Financial
Texas
– -$4.4M -83,642 Closed
JF
419
Jump Financial
Illinois
– -$3.78M -71,900 Closed
XT
420
XTX Topco
Cayman Islands
– -$2.09M -39,655 Closed
Arrowstreet Capital
421
Arrowstreet Capital
Massachusetts
– -$1.73M -32,793 Closed
AIMCA
422
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.4M -26,700 Closed
Squarepoint
423
Squarepoint
New York
– -$1.22M -23,277 Closed
HH
424
Hilltop Holdings
Texas
– -$759K -14,423 Closed
Pacer Advisors
425
Pacer Advisors
Pennsylvania
– -$738K -14,030 Closed
15 16
17
18 19