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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
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%