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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
Legal & General Group
26
Legal & General Group
United Kingdom
$23.1M +$297K +5,703 +1%
Bank of America
27
Bank of America
North Carolina
$21.5M +$2.32M +44,558 +12%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$19.1M +$11.9M +229,076 +149%
N
29
Nuveen
North Carolina
$17.8M +$10.1M +194,431 +119%
Millennium Management
30
Millennium Management
New York
$17.1M +$15M +287,594 +528%
Barclays
31
Barclays
United Kingdom
$15.1M +$995K +19,107 +7%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$14.9M +$4.62M +88,701 +42%
AAMU
33
APG Asset Management US
New York
$14.3M
IIM
34
INTECH Investment Management
Florida
$11.3M +$8.4M +161,371 +245%
AG
35
Algert Global
California
$11.3M +$11.8M +226,476 New
VRS
36
Virginia Retirement Systems
Virginia
$11.1M +$984K +18,900 +9%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$10.7M +$563K +10,806 +5%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$10.4M -$555K -10,669 -5%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$10.1M -$13.2M -253,107 -56%
Verition Fund Management
40
Verition Fund Management
Connecticut
$10.1M -$1.64M -31,506 -14%
Franklin Resources
41
Franklin Resources
California
$9.78M +$628K +12,067 +7%
AllianceBernstein
42
AllianceBernstein
Tennessee
$9.1M +$1.54M +29,613 +19%
Two Sigma Investments
43
Two Sigma Investments
New York
$8.48M +$8.18M +157,176 +1,240%
Principal Financial Group
44
Principal Financial Group
Iowa
$8.17M -$279K -5,352 -3%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$7.84M -$1.82M -34,922 -18%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$7.82M -$633K -12,155 -7%
Goldman Sachs
47
Goldman Sachs
New York
$7.73M -$1.94M -37,326 -19%
AIMCA
48
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.58M +$7.91M +152,000 New
Swiss National Bank
49
Swiss National Bank
Switzerland
$7.49M +$141K +2,700 +2%
Victory Capital Management
50
Victory Capital Management
Texas
$6.91M +$735K +14,115 +11%