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EPR Properties
EPR

Overview Fund Activity

415 hedge funds and large institutions have $3.52B invested in EPR Properties in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+31
Holders Change %
+8.07%
% of All Funds
5.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
168
Reduced
113
Closed
36
Calls
$23.4M
Puts
$16.2M
Net Calls
+$7.28M
Net Calls Change
+$2.01M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$44.5M
2
Prudential Financial
Prudential Financial
New Jersey
+$32.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$20M
4
QCM
Quantinno Capital Management
New York
+$14.4M
5
Deutsche Bank
Deutsche Bank
Germany
+$14.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$24M
2
PCM
Penn Capital Management
Pennsylvania
-$15.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$14.8M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$10.1M
5
JG
Jain Global
New York
-$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
26
Aberdeen Group
United Kingdom
$23.7M +$2.71M +47,356 +13%
Allianz Asset Management
27
Allianz Asset Management
Germany
$23.4M +$4.31M +73,929 +23%
Raymond James Financial
28
Raymond James Financial
Florida
$17.8M -$154K -2,635 -0.9%
AAMU
29
APG Asset Management US
New York
$16.8M +$7.86M +134,549 +88%
Bank of America
30
Bank of America
North Carolina
$14.5M +$719K +12,333 +5%
Universal-Beteiligungs- und Servicegesellschaft
31
Universal-Beteiligungs- und Servicegesellschaft
Germany
$13.4M +$1.35M +23,109 +11%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$13.4M -$6.23M -106,979 -32%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$13.3M -$70.1K -1,203 -0.5%
First Trust Advisors
34
First Trust Advisors
Illinois
$11.1M +$7.85M +134,716 +244%
Daiwa Securities Group
35
Daiwa Securities Group
Japan
$10.7M +$3.89M +66,842 +57%
Principal Financial Group
36
Principal Financial Group
Iowa
$10M -$109K -1,866 -1%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$9.87M -$1.25M -21,502 -11%
Nisa Investment Advisors
38
Nisa Investment Advisors
Missouri
$9.86M +$61.4K +1,049 +0.6%
Ameriprise
39
Ameriprise
Minnesota
$9.71M -$2.52M -43,204 -21%
Two Sigma Investments
40
Two Sigma Investments
New York
$9.7M -$2.11M -36,183 -18%
NL
41
Nuveen LLC
North Carolina
$9.68M -$1.06M -18,246 -10%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$9.58M +$4.24M +72,760 +79%
Asset Management One
43
Asset Management One
Japan
$9.53M +$1.63M +27,896 +21%
Barclays
44
Barclays
United Kingdom
$9.42M -$3.59M -61,656 -28%
CWP
45
Cyndeo Wealth Partners
Florida
$9.41M +$380K +6,520 +4%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$8.8M -$51.2K -878 -0.6%
VRS
47
Virginia Retirement Systems
Virginia
$8.76M +$6.77M +116,200 +340%
EP
48
Edgestream Partners
New Jersey
$8.56M +$5.83M +100,054 +213%
Swiss National Bank
49
Swiss National Bank
Switzerland
$8.46M -$87.4K -1,500 -1%
Schroder Investment Management Group
50
Schroder Investment Management Group
United Kingdom
$8.45M +$3.36M +57,692 +66%
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