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EPR Properties

448 hedge funds and large institutions have $3.52B invested in EPR Properties in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
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
MPW
401
MASECO Private Wealth
$8.73K
CA
402
Crewe Advisors
Utah
$7.95K
VFM
403
Vision Financial Markets
Connecticut
$7.4K
TFA
404
Transamerica Financial Advisors
Florida
$7.36K
BIA
405
Bell Investment Advisors
California
$6.67K
MFT
406
Moisand Fitzgerald Tamayo
Florida
$6.44K
CFS
407
Compass Financial Services
Iowa
$6.35K
TCM
408
TD Capital Management
Tennessee
$5.85K
SGK
409
Steigerwald Gordon & Koch
Virginia
$5.8K
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$5.51K
EWP
411
Elevation Wealth Partners
California
$5.45K
WWA
412
Wealth Watch Advisors
Colorado
$5.16K
NEWAS
413
N.E.W. Advisory Services
Wisconsin
$4.82K
Rockefeller Capital Management
414
Rockefeller Capital Management
New York
$4.53K
MTIC
415
Missouri Trust & Investment Company
Missouri
$4.35K
LI
416
LRI Investments
Florida
$4.35K
CSB
417
City State Bank
Iowa
$4.35K
FFA
418
Frazier Financial Advisors
Ohio
$4.26K
CAL
419
Capital Advisors Ltd
Ohio
$4K
TCOV
420
Trust Company of Vermont
Vermont
$3.83K
FMII
421
Farmers & Merchants Investments Inc
Nebraska
$3.77K
RWS
422
Retirement Wealth Solutions
Wisconsin
$3.65K
BBHC
423
Brown Brothers Harriman & Co
New York
$3.42K
CT
424
Colonial Trust
South Carolina
$3.23K
HWA
425
Heartwood Wealth Advisors
Virginia
$2.67K