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EPR Properties
EPR

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: 457 → 463 (+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

Top Buyers

1
WA
Wasatch Advisors
Utah
+$53.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$46.4M
3
UBS AM
UBS AM
Illinois
+$27.9M
4
Millennium Management
Millennium Management
New York
+$23.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$20.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$43.9M
2
Prudential Financial
Prudential Financial
New Jersey
-$20.4M
3
FGP
Freestone Grove Partners
California
-$17.6M
4
AAMU
APG Asset Management US
New York
-$14.3M
5
BlackRock
BlackRock
New York
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
426
Missouri Trust & Investment Company
Missouri
$3.75K – – –
SWP
427
Strategic Wealth Partners
Ohio
$3.75K – – –
IAS
428
IMA Advisory Services
Colorado
$3.72K -$3.68K -67 -48%
LAS
429
Lloyd Advisory Services
Georgia
$3.5K -$17.4K -317 -82%
KFG
430
Kingdom Financial Group
Arizona
$3.5K – – –
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$3.45K – – –
PWPS
432
Pinnacle Wealth Planning Services
Ohio
$3.45K +$990 +18 +35%
BBHC
433
Brown Brothers Harriman & Co
New York
$2.95K – – –
BCM
434
Boreal Capital Management
Florida
$2.51K – – –
CFM
435
Cornerstone Financial Management
Massachusetts
$2.5K – – –
RBC
436
Roble Belko & Company
Pennsylvania
$2K – – –
PWA
437
Physician Wealth Advisors
Utah
$1.95K +$715 +13 +50%
RWS
438
Retirement Wealth Solutions
Wisconsin
$1.75K -$165 -3 -8%
HWP
439
Highline Wealth Partners
California
$1.6K +$1.76K +32 New
BGAI
440
Bruce G. Allen Investments
Colorado
$1.55K – – –
MHIP
441
Mountain Hill Investment Partners
New Jersey
$1.46K – – –
AIC
442
Archer Investment Corporation
Indiana
$1.43K +$55 +1 +4%
DF
443
Dunhill Financial
United Kingdom
$1.37K +$1.26K +23 +575%
CA
444
Clearstead Advisors
Ohio
$1K -$15.7K -285 -93%
TFGT
445
TS Financial Group (TSFG)
Illinois
$1K – – –
CI
446
CX Institutional
Indiana
$1K +$55 +1 +6%
CTC
447
Central Trust Company
Missouri
$1K +$1.1K +20 New
OCWP
448
Owl Creek Wealth Partners
Colorado
$1K +$1.1K +20 New
GEA
449
Glen Eagle Advisors
New Jersey
$971 – – –
SEP
450
Signature Equity Partners
Ohio
$949 -$37.8K -688 -97%
16 17
18
19 20

EPR Hedge Fund Activity: Q1 2026 in Review

463 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2026, worth a combined $3.05B — up 0.72% from $3.02B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new EPR positions and 50 closed out — a net gain of 15 holders — while 197 added to existing stakes and 127 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $53.5M. The largest seller was Citadel Advisors, cutting an estimated $43.9M.

  • 463 institutional investors held EPR Properties (EPR) as of Q1 2026, up from 457 in Q4 2025.
  • Funds reported $3.05B of EPR Properties stock for Q1 2026, up 0.72% quarter-over-quarter.
  • 65 funds opened new EPR Properties positions in Q1 2026 and 50 closed out, a net change of +15 holders.
  • The largest EPR Properties buyer in Q1 2026 was Wasatch Advisors, an estimated $53.5M added.
  • The largest EPR Properties seller in Q1 2026 was Citadel Advisors, an estimated $43.9M sold.

Based on aggregated 13F filings for Q1 2026.