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EPR Properties
EPR

Overview Fund Activity

415 hedge funds and large institutions have $3.52B invested in EPR Properties in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 168 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+31
Holders Change %
+8.07%
% of All Funds
5.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
73
Increased
168
Reduced
113
Closed
36
Calls
$23.4M
Puts
$16.2M
Net Calls
+$7.28M
Net Calls Change
+$2.01M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$44.5M
2
Prudential Financial
Prudential Financial
New Jersey
+$32.2M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$20M
4
QCM
Quantinno Capital Management
New York
+$14.4M
5
Deutsche Bank
Deutsche Bank
Germany
+$14.1M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$24M
2
PCM
Penn Capital Management
Pennsylvania
-$15.4M
3
Citadel Advisors
Citadel Advisors
Florida
-$14.8M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$10.1M
5
JG
Jain Global
New York
-$8.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$4.89M +$834K +14,322 +21%
Sumitomo Mitsui Trust Group
77
Sumitomo Mitsui Trust Group
Japan
$4.84M -$45.6K -782 -0.9%
NAAA
78
New Age Alpha Advisors
New York
$4.79M +$475K +8,146 +11%
SO
79
STRS Ohio
Ohio
$4.51M -$5.11M -87,735 -53%
BAM
80
Ballast Asset Management
Texas
$4.33M – – –
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$4.32M -$5.94K -102 -0.1%
Citadel Advisors
82
Citadel Advisors
Florida
$4.1M -$14.8M -253,971 -78%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$4.08M – – –
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$4.05M +$2.09M +35,839 +107%
Marshall Wace
85
Marshall Wace
United Kingdom
$3.95M +$3.95M +67,761 New
HSBC Holdings
86
HSBC Holdings
United Kingdom
$3.76M +$271K +4,644 +8%
HF
87
HRT Financial
New York
$3.7M +$3.7M +63,580 New
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$3.61M +$227K +3,894 +7%
Mariner
89
Mariner
Kansas
$3.57M +$1.22M +20,926 +52%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.3M -$171K -2,938 -5%
Verition Fund Management
91
Verition Fund Management
Connecticut
$3.27M +$763K +13,105 +30%
SEI Investments
92
SEI Investments
Pennsylvania
$3.25M -$6.39M -109,636 -66%
Voloridge Investment Management
93
Voloridge Investment Management
Florida
$3.18M +$3.18M +54,633 New
Mitsubishi UFJ Asset Management
94
Mitsubishi UFJ Asset Management
Japan
$3.17M +$144K +2,476 +5%
OC
95
Oppenheimer & Co
New York
$2.97M -$1.23M -21,033 -29%
NSIM
96
North Star Investment Management
Illinois
$2.95M – – –
JG
97
Jain Global
New York
$2.82M -$8.83M -151,635 -76%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$2.8M +$1.15M +19,745 +70%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$2.75M +$138K +2,369 +5%
KIM
100
Kestra Investment Management
Texas
$2.74M +$966K +17,694 +55%
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