We are live on ! Find out more
EPR icon

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
IIM
76
INTECH Investment Management
Florida
$5.25M -$2.64M -46,436 -34%
NAMI
77
Nomura Asset Management International
Pennsylvania
$5.25M
LPL Financial
78
LPL Financial
California
$5.22M -$33.8K -594 -0.7%
AMH
79
Apollo Management Holdings
New York
$5.02M
ECM
80
ExodusPoint Capital Management
New York
$4.8M +$4.7M +82,720 New
SSA
81
Schonfeld Strategic Advisors
New York
$4.8M +$4.7M +82,706 New
Osaic Holdings
82
Osaic Holdings
Arizona
$4.74M +$694K +12,210 +18%
Sumitomo Mitsui Trust Group
83
Sumitomo Mitsui Trust Group
Japan
$4.72M -$96.1K -1,690 -2%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$4.67M -$124K -2,180 -3%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$4.59M -$808K -14,214 -15%
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$4.45M +$559K +9,833 +15%
Macquarie Group
87
Macquarie Group
Australia
$4.43M -$384K -6,759 -8%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$4.42M -$49.4K -869 -1%
BAM
89
Ballast Asset Management
Texas
$4.34M -$41.3K -726 -1%
COPPSERS
90
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.3M +$1.2M +21,176 +40%
Swedbank
91
Swedbank
Sweden
$4.25M +$8.53K +150 +0.2%
CAU
92
Caxton Associates (UK)
$4.2M -$195K -3,425 -5%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$4.14M +$92K +1,619 +2%
Vanguard Asset Management
94
Vanguard Asset Management
$4.07M +$160K +2,812 +4%
SEI Investments
95
SEI Investments
Pennsylvania
$4.01M -$1.47M -25,887 -27%
Vanguard Investments Australia
96
Vanguard Investments Australia
Australia
$4.01M +$5.74K +101 +0.1%
Mitsubishi UFJ Asset Management
97
Mitsubishi UFJ Asset Management
Japan
$3.81M +$199K +3,500 +6%
Citadel Advisors
98
Citadel Advisors
Florida
$3.55M +$753K +13,243 +28%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$3.55M +$1.11M +19,454 +47%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$3.45M -$40.7K -716 -1%

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.