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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
Canada Life
51
Canada Life
Manitoba, Canada
$6.88M +$692K +13,292 +11%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$6.87M -$5.9M -113,390 -45%
Mirae Asset Global ETFs Holdings
53
Mirae Asset Global ETFs Holdings
Hong Kong
$6.75M +$189K +3,628 +3%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$6.63M -$5.82M -111,724 -46%
Balyasny Asset Management
55
Balyasny Asset Management
Illinois
$6.57M +$5.6M +107,658 +448%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.36M -$242K -4,658 -4%
Citigroup
57
Citigroup
New York
$6.35M +$1.99M +38,152 +43%
First Trust Advisors
58
First Trust Advisors
Illinois
$6.06M -$2.06M -39,592 -25%
Nomura Asset Management
59
Nomura Asset Management
Japan
$5.75M +$186K +3,580 +3%
ZIM
60
Zacks Investment Management
Illinois
$5.71M -$505K -9,703 -8%
Asset Management One
61
Asset Management One
Japan
$5.37M -$2.88M -55,242 -34%
Universal-Beteiligungs- und Servicegesellschaft
62
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.32M -$1.29M -24,838 -19%
UIC
63
Uniplan Investment Counsel
Wisconsin
$5.15M -$106K -2,029 -2%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$5.07M +$233K +4,467 +5%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$4.94M +$4.43M +85,100 +612%
GAM
66
Gotham Asset Management
New York
$4.81M +$3.81M +73,174 +315%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$4.56M -$33.9K -651 -0.7%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$4.5M +$1.71M +32,797 +57%
EP
69
Edgestream Partners
New Jersey
$4.44M -$1.12M -21,437 -19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.39M +$4.58M +88,000 New
VOYA Investment Management
71
VOYA Investment Management
Georgia
$4.37M -$85.4K -1,640 -2%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$4.29M +$65.9K +1,265 +1%
LPL Financial
73
LPL Financial
California
$4.27M +$166K +3,198 +4%
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$4.23M +$69.7K +1,338 +2%
CAU
75
Caxton Associates (UK)
$4.15M -$217K -4,172 -5%