We are live on ! Find out more
EPR icon

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
QC
401
Quent Capital
New York
$7.21K -$9.21K -177 -55%
IAS
402
IMA Advisory Services
Colorado
$7.08K +$7.34K +141 New
VFM
403
Vision Financial Markets
Connecticut
$6.48K +$104 +2 +2%
CW
404
Curio Wealth
Maryland
$6.35K +$6.61K +127 New
BIA
405
Bell Investment Advisors
California
$5.74K
CFS
406
Compass Financial Services
Iowa
$5.56K +$104 +2 +2%
MFT
407
Moisand Fitzgerald Tamayo
Florida
$5.54K
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$5.04K +$312 +6 +6%
TCM
409
TD Capital Management
Tennessee
$5.03K
SGK
410
Steigerwald Gordon & Koch
Virginia
$4.99K
GFA
411
Godfrey Financial Associates
New York
$4.99K +$5.21K +100 New
EWP
412
Elevation Wealth Partners
California
$4.49K -$208 -4 -4%
NEWAS
413
N.E.W. Advisory Services
Wisconsin
$4.14K
CAL
414
Capital Advisors Ltd
Ohio
$4K
RIL
415
Rothschild Investment LLC
Illinois
$3.84K +$3.18K +61 +381%
CSB
416
City State Bank
Iowa
$3.74K
LI
417
LRI Investments
Florida
$3.74K
MTIC
418
Missouri Trust & Investment Company
Missouri
$3.74K
SWP
419
Strategic Wealth Partners
Ohio
$3.74K +$3.9K +75 New
FFA
420
Frazier Financial Advisors
Ohio
$3.73K +$104 +2 +3%
KFG
421
Kingdom Financial Group
Arizona
$3.49K +$3.64K +70 New
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$3.44K +$208 +4 +6%
TCOV
423
Trust Company of Vermont
Vermont
$3.29K
BBHC
424
Brown Brothers Harriman & Co
New York
$2.94K
PWPS
425
Pinnacle Wealth Planning Services
Ohio
$2.54K +$2.65K +51 New