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EPR Properties

486 hedge funds and large institutions have $3.67B invested in EPR Properties in 2026 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 174 increasing their positions, 160 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $8.1M

79% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 39

20% more capital invested

Capital invested by funds: $3.05B → $3.67B (+$624M)

5% more funds holding

Funds holding: 464486 (+22)

3.03% more ownership

Funds ownership: 79.7%82.74% (+3%)

9% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 160

Holders
486
Holders Change
+22
Holders Change %
+4.74%
% of All Funds
5.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
70
Increased
174
Reduced
160
Closed
39
Calls
$14.6M
Puts
$8.1M
Net Calls
+$6.52M
Net Calls Change
+$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
26
Aberdeen Group
United Kingdom
$26.6M +$1.04M +18,275 +4%
GAM
27
Goldentree Asset Management
New York
$26M +$25.5M +448,299 New
Millennium Management
28
Millennium Management
New York
$25.5M -$19.1M -335,239 -43%
AG
29
Algert Global
California
$24.3M +$3.31M +58,156 +16%
Allianz Asset Management
30
Allianz Asset Management
Germany
$22.9M -$2.91M -51,177 -11%
Legal & General Group
31
Legal & General Group
United Kingdom
$22M -$1.97M -34,616 -8%
Renaissance Technologies
32
Renaissance Technologies
New York
$20M -$12.5M -219,000 -39%
Bank of America
33
Bank of America
North Carolina
$16.7M -$3.64M -64,068 -18%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$15.3M -$4.11M -72,257 -22%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$15.1M +$234K +4,119 +2%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$13.5M -$7.62M -134,077 -37%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.2M -$1.23M -21,709 -9%
First Trust Advisors
38
First Trust Advisors
Illinois
$12.9M +$7.72M +135,732 +155%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$12.8M +$3.74M +65,819 +43%
CIMLRA
40
CBRE Investment Management Listed Real Assets
Pennsylvania
$12.6M +$1.78M +31,264 +17%
Marshall Wace
41
Marshall Wace
United Kingdom
$12.5M -$13.4M -235,840 -52%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$12.1M -$19.5K -343 -0.2%
AAMU
43
APG Asset Management US
New York
$11.6M +$11.4M +200,183 New
Franklin Resources
44
Franklin Resources
California
$11.4M -$230K -4,051 -2%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$11.2M +$1.35M +23,799 +14%
Universal-Beteiligungs- und Servicegesellschaft
46
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.9M +$4.59M +80,739 +76%
GAM
47
Gotham Asset Management
New York
$10.6M -$1.73M -30,375 -14%
Principal Financial Group
48
Principal Financial Group
Iowa
$10.1M +$210K +3,699 +2%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$9.93M +$4.98M +87,582 +105%
Victory Capital Management
50
Victory Capital Management
Texas
$9.78M +$1.24M +21,800 +15%

EPR Hedge Fund Activity: Q2 2026 in Review

486 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2026, worth a combined $3.67B — up 20% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPR positions and 39 closed out — a net gain of 31 holders — while 174 added to existing stakes and 160 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $61.8M. The largest seller was Balyasny Asset Management, cutting an estimated $52.6M.

  • 486 institutional investors held EPR Properties (EPR) as of Q2 2026, up from 464 in Q1 2026.
  • Funds reported $3.67B of EPR Properties stock for Q2 2026, up 20% quarter-over-quarter.
  • 70 funds opened new EPR Properties positions in Q2 2026 and 39 closed out, a net change of +31 holders.
  • The largest EPR Properties buyer in Q2 2026 was Goldman Sachs, an estimated $61.8M added.
  • The largest EPR Properties seller in Q2 2026 was Balyasny Asset Management, an estimated $52.6M sold.

Based on aggregated 13F filings for Q2 2026.