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EPR Properties

450 hedge funds and large institutions have $3.52B invested in EPR Properties in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 172 increasing their positions, 133 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
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
PWMG
401
Prestige Wealth Management Group
New Jersey
$10.2K
CI
402
CX Institutional
Indiana
$10K
MPW
403
MASECO Private Wealth
$8.73K
CA
404
Crewe Advisors
Utah
$7.95K
VFM
405
Vision Financial Markets
Connecticut
$7.4K
TFA
406
Transamerica Financial Advisors
Florida
$7.36K
BIA
407
Bell Investment Advisors
California
$6.67K
MFT
408
Moisand Fitzgerald Tamayo
Florida
$6.44K
CFS
409
Compass Financial Services
Iowa
$6.35K
TCM
410
TD Capital Management
Tennessee
$5.85K
SGK
411
Steigerwald Gordon & Koch
Virginia
$5.8K
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$5.51K
EWP
413
Elevation Wealth Partners
California
$5.45K
WWA
414
Wealth Watch Advisors
Colorado
$5.16K
NEWAS
415
N.E.W. Advisory Services
Wisconsin
$4.82K
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$4.53K
MTIC
417
Missouri Trust & Investment Company
Missouri
$4.35K
LI
418
LRI Investments
Florida
$4.35K
CSB
419
City State Bank
Iowa
$4.35K
FFA
420
Frazier Financial Advisors
Ohio
$4.26K
CAL
421
Capital Advisors Ltd
Ohio
$4K
TCOV
422
Trust Company of Vermont
Vermont
$3.83K
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$3.77K
RWS
424
Retirement Wealth Solutions
Wisconsin
$3.65K
BBHC
425
Brown Brothers Harriman & Co
New York
$3.42K