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EPR Properties
EPR
EPR
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: 457 → 463 (+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
Top Buyers
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$53.5M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$46.4M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$27.9M |
| 4 |
Millennium Management
New York
|
+$23.8M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$20.3M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$43.9M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$20.4M |
| 3 |
FGP
Freestone Grove Partners
San Francisco,
California
|
-$17.6M |
| 4 |
AAMU
APG Asset Management US
New York
|
-$14.3M |
| 5 |
BlackRock
New York
|
-$11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EW
501
Elyxium Wealth
San Mateo,
California
| – | -$23.9K | -478 | Closed |
|
|
SA
502
Strategic Advocates
Logan,
Utah
| – | -$23.4K | -462 | Closed |
|
|
IRC
503
Investors Research Corp
Atlanta,
Georgia
| – | -$15K | -300 | Closed |
|
|
DIP
504
DT Investment Partners
Chadds Ford,
Pennsylvania
| – | -$13.6K | -273 | Closed |
|
|
MPW
505
MASECO Private Wealth
London,
| – | -$7.64K | -153 | Closed |
|
|
CW
506
Curio Wealth
Annapolis,
Maryland
| – | -$6.35K | -127 | Closed |
|
|
CFS
507
Compass Financial Services
West Des Moines,
Iowa
| – | -$5.56K | -111 | Closed |
|
|
NEWAS
508
N.E.W. Advisory Services
De Pere,
Wisconsin
| – | -$4.14K | -83 | Closed |
|
|
DT
509
DV Trading
Chicago,
Illinois
| – | -$1.35K | -27 | Closed |
|
|
IPS
510
Investors Portfolio Services
Puyallup,
Washington
| – | -$1.27K | -25 | Closed |
|
|
CPG
511
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$672 | -13 | Closed |
|
512
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$346 | -7 | Closed |
|
|
CIA
513
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$156 | -3 | Closed |
|