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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
BJL
476
Brighton Jones LLC
Washington
-$409K -7,042 Closed
DS
477
DRW Securities
Illinois
-$349K -5,977 Closed
MCM
478
Monument Capital Management
Virginia
-$279K -4,818 Closed
MOS
479
MGO One Seven
Ohio
-$272K -4,690 Closed
URS
480
Utah Retirement Systems
Utah
-$232K -3,995 Closed
JWCA
481
J.W. Cole Advisors
Florida
-$229K -3,955 Closed
SCM
482
Schnieders Capital Management
California
-$229K -3,950 Closed
LAM
483
Longboard Asset Management
Arizona
-$227K -3,919 Closed
SCP
484
Sivia Capital Partners
California
-$226K -3,900 Closed
TCM
485
TT Capital Management
California
-$222K -3,825 Closed
HWM
486
Hohimer Wealth Management
Washington
-$221K -3,803 Closed
Mackenzie Financial
487
Mackenzie Financial
Ontario, Canada
-$218K -3,761 Closed
P
488
Pitcairn
Pennsylvania
-$216K -3,730 Closed
KFSC
489
Keystone Financial Services (Colorado)
Colorado
-$213K -3,670 Closed
SWP
490
Stratos Wealth Partners
Ohio
-$212K -3,657 Closed
NB
491
Norinchukin Bank
Japan
-$209K -3,598 Closed
1C
492
111 Capital
France
-$205K -3,539 Closed
EF
493
Empowered Funds
Pennsylvania
-$204K -3,513 Closed
MSRPS
494
Maryland State Retirement & Pension System
Maryland
-$203K -3,497 Closed
CFG
495
Cooper Financial Group
California
-$201K -3,463 Closed
PS
496
Principal Securities
Iowa
-$171K -2,954 Closed
SOW
497
State of Wyoming
Wyoming
-$60K -1,035 Closed
SSG
498
Summit Securities Group
New York
-$34.8K -600 Closed
CIAM
499
Caitong International Asset Management
Hong Kong
-$25.9K -447 Closed
ABWM
500
Alpine Bank Wealth Management
Colorado
-$22.3K -385 Closed