We are live on ! Find out more
EPR icon

EPR Properties

463 hedge funds and large institutions have $3.05B invested in EPR Properties in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 197 increasing their positions, 127 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 127

39% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $9.01M

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

1% more funds holding

Funds holding: 457463 (+6)

1% more capital invested

Capital invested by funds: $3.02B → $3.05B (+$21.9M)

0.16% more ownership

Funds ownership: 79.54%79.7% (+0.16%)

Holders
463
Holders Change
+6
Holders Change %
+1.31%
% of All Funds
5.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
65
Increased
197
Reduced
127
Closed
50
Calls
$12.6M
Puts
$9.01M
Net Calls
+$3.56M
Net Calls Change
-$4.16M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
401
Parkside Financial Bank & Trust
Missouri
$11.1K -$1.1K -20 -8%
AT
402
Arlington Trust
Alabama
$11.1K +$385 +7 +3%
WT
403
Whittier Trust
California
$10.7K
CA
404
Crewe Advisors
Utah
$10.3K +$330 +6 +3%
CAL
405
Capital Analysts LLC
Pennsylvania
$10K -$3.46K -63 -24%
C
406
Covestor
United Kingdom
$10K +$440 +8 +4%
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$9.19K
S
408
Sachetta
Massachusetts
$9.04K +$8.74K +159 +723%
BWA
409
Basecamp Wealth Advisors
Washington
$8.94K -$110 -2 -1%
PWMG
410
Prestige Wealth Management Group
New Jersey
$8.79K
VFM
411
Vision Financial Markets
Connecticut
$6.59K +$110 +2 +2%
QC
412
Quent Capital
New York
$6.38K -$935 -17 -12%
RFP
413
Root Financial Partners
California
$6.04K +$5.28K +96 +384%
BIA
414
Bell Investment Advisors
California
$5.75K
NF
415
Napier Financial
Massachusetts
$5.6K +$6.16K +112 New
MFT
416
Moisand Fitzgerald Tamayo
Florida
$5.55K
GFA
417
Godfrey Financial Associates
New York
$5K
SGK
418
Steigerwald Gordon & Koch
Virginia
$5K
RIL
419
Rothschild Investment LLC
Illinois
$4.8K +$1.04K +19 +25%
TFA
420
Transamerica Financial Advisors
Florida
$4.21K -$27.3K -497 -86%
CAL
421
Capital Advisors Ltd
Ohio
$4K
EWP
422
Elevation Wealth Partners
California
$3.85K -$715 -13 -14%
FFA
423
Frazier Financial Advisors
Ohio
$3.79K +$55 +1 +1%
CSB
424
City State Bank
Iowa
$3.75K
LI
425
LRI Investments
Florida
$3.75K