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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
BCM
426
Boreal Capital Management
Florida
$2.51K
CFM
427
Cornerstone Financial Management
Massachusetts
$2.5K +$2.6K +50 New
SS
428
Sunbelt Securities
Texas
$2K
RWS
429
Retirement Wealth Solutions
Wisconsin
$1.9K -$1.3K -25 -40%
BGAI
430
Bruce G. Allen Investments
Colorado
$1.55K
MHIP
431
Mountain Hill Investment Partners
New Jersey
$1.44K +$52 +1 +4%
AIC
432
Archer Investment Corporation
Indiana
$1.4K
DT
433
DV Trading
Illinois
$1.35K +$1.41K +27 New
PWA
434
Physician Wealth Advisors
Utah
$1.3K +$312 +6 +30%
IPS
435
Investors Portfolio Services
Washington
$1.27K +$1.3K +25 New
RFP
436
Root Financial Partners
California
$1.25K +$1.3K +25 New
S
437
Sachetta
Massachusetts
$1.1K
CI
438
CX Institutional
Indiana
$1K -$7.91K -152 -90%
TFGT
439
TS Financial Group (TSFG)
Illinois
$1K
RBC
440
Roble Belko & Company
Pennsylvania
$1K +$52 +1 +3%
GEA
441
Glen Eagle Advisors
New Jersey
$955
MCM
442
Manchester Capital Management
Vermont
$849 +$885 +17 New
CH
443
Cromwell Holdings
Wyoming
$703
CPG
444
Cornerstone Planning Group
New Jersey
$672 -$104 -2 -13%
FMP
445
Financial Management Professionals
Texas
$653
WA
446
WPG Advisers
Maryland
$649
RWM
447
Rialto Wealth Management
New York
$499
FP
448
Financial Perspectives
Minnesota
$399
MCM
449
MV Capital Management
Maryland
$350
Toronto Dominion Bank
450
Toronto Dominion Bank
Ontario, Canada
$346 +$364 +7 New