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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
TC
501
TwinBeech Capital
New York
-$362K -7,255 Closed
IMC Chicago
502
IMC Chicago
Illinois
-$407K -7,157 Closed
Calamos Advisors
503
Calamos Advisors
Illinois
-$301K -6,020 Closed
CWM
504
Calamos Wealth Management
Illinois
-$301K -6,020 Closed
BCI
505
Brinker Capital Investments
Pennsylvania
-$257K -5,144 Closed
VU
506
Vanderbilt University
Tennessee
-$256K -5,118 Closed
BCM
507
Bluefin Capital Management
New York
-$255K -5,100 Closed
Man Group
508
Man Group
United Kingdom
-$254K -5,091 Closed
WG
509
Winton Group
United Kingdom
-$240K -4,800 Closed
PS
510
Presima Securities
Quebec, Canada
-$235K -4,702 Closed
FCM
511
Fieldview Capital Management
Michigan
-$226K -4,528 Closed
SFG
512
Synergy Financial Group
California
-$223K -4,460 Closed
B
513
Bailard
California
-$215K -4,300 Closed
MCM
514
MAI Capital Management
Ohio
-$68.7K -1,376 Closed
IAAG
515
Innovative Asset Advisors Group
Connecticut
-$42.7K -849 Closed
OCM
516
Osbon Capital Management
Massachusetts
-$26K -521 Closed
HFM
517
Harvest Fund Management
China
-$21K -422 Closed
SIS
518
Sound Income Strategies
Florida
-$16.9K -335 Closed
TPWA
519
Twin Peaks Wealth Advisors
California
-$12.9K -258 Closed
BC
520
Bayforest Capital
United Kingdom
-$12.3K -246 Closed
CAL
521
Capital Analysts LLC
Pennsylvania
-$10K -200 Closed
RFP
522
Root Financial Partners
California
-$6.04K -121 Closed
FFA
523
Frazier Financial Advisors
Ohio
-$3.79K -76 Closed
MTIC
524
Missouri Trust & Investment Company
Missouri
-$3.75K -75 Closed
LAS
525
Lloyd Advisory Services
Georgia
-$3.5K -70 Closed

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.