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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
VFT
26
Vanguard Fiduciary Trust
Pennsylvania
$23.5M +$25.9M +470,255 New
Marshall Wace
27
Marshall Wace
United Kingdom
$22.6M +$20.3M +368,691 +444%
Allianz Asset Management
28
Allianz Asset Management
Germany
$22.3M -$2.76M -50,118 -10%
Aberdeen Group
29
Aberdeen Group
United Kingdom
$22M -$1.32M -24,036 -5%
Legal & General Group
30
Legal & General Group
United Kingdom
$20.7M -$2.63M -47,896 -10%
Goldman Sachs
31
Goldman Sachs
New York
$20M +$13.5M +244,912 +158%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$18.3M -$836K -15,202 -4%
AG
33
Algert Global
California
$18M +$7.38M +134,215 +59%
Bank of America
34
Bank of America
North Carolina
$17.6M -$4.34M -79,021 -18%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$16.8M +$2.07M +37,710 +13%
FGP
36
Freestone Grove Partners
California
$14.1M -$17.6M -320,546 -53%
Two Sigma Investments
37
Two Sigma Investments
New York
$12.8M +$4.78M +86,866 +51%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$12.8M +$3M +54,550 +27%
AllianceBernstein
39
AllianceBernstein
Tennessee
$12.8M +$4.06M +73,926 +41%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.4M +$13.7M +249,039 New
Barclays
41
Barclays
United Kingdom
$12.4M -$2.98M -54,253 -18%
GAM
42
Gotham Asset Management
New York
$10.6M +$6.4M +116,429 +121%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$10.5M +$53.7K +977 +0.5%
Franklin Resources
44
Franklin Resources
California
$10M +$278K +5,060 +3%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$9.77M +$10.8M +195,532 New
CIMLRA
46
CBRE Investment Management Listed Real Assets
Pennsylvania
$9.32M +$10.3M +186,519 New
Raymond James Financial
47
Raymond James Financial
Florida
$8.55M +$5.76M +104,779 +158%
Principal Financial Group
48
Principal Financial Group
Iowa
$8.5M +$346K +6,293 +4%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$8.47M +$683K +12,428 +8%
YIH
50
Y-Intercept (HK)
Hong Kong
$8.3M +$9.14M +166,195 New