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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
CT
426
Colonial Trust
South Carolina
$3.23K
HWA
427
Heartwood Wealth Advisors
Virginia
$2.67K
IWM
428
IMG Wealth Management
Florida
$2.44K
SS
429
Sunbelt Securities
Texas
$2.32K
RBC
430
Roble Belko & Company
Pennsylvania
$2K
BGAI
431
Bruce G. Allen Investments
Colorado
$1.8K
MHIP
432
Mountain Hill Investment Partners
New Jersey
$1.65K
AIC
433
Archer Investment Corporation
Indiana
$1.6K
S
434
Sachetta
Massachusetts
$1.28K
BWL
435
Bogart Wealth LLC
Virginia
$1.2K
PWA
436
Physician Wealth Advisors
Utah
$1.16K
GWSG
437
GPS Wealth Strategies Group
Colorado
$1.1K
AA
438
Ancora Advisors
Ohio
$1.1K
GEA
439
Glen Eagle Advisors
New Jersey
$1.09K
TFGT
440
TS Financial Group (TSFG)
Illinois
$1K
RIL
441
Rothschild Investment LLC
Illinois
$928
CH
442
Cromwell Holdings
Wyoming
$817
FMP
443
Financial Management Professionals
Texas
$758
WA
444
WPG Advisers
Maryland
$754
CPG
445
Cornerstone Planning Group
New Jersey
$735
RWM
446
Rialto Wealth Management
New York
$581
FP
447
Financial Perspectives
Minnesota
$464
AG
448
AmeriFlex Group
Nevada
$348
TIM
449
Tortoise Investment Management
New York
$174
RJA
450
Ross\Johnson & Associates
Minnesota
$58