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EPR Properties
EPR

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: 464 → 486 (+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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$61.8M
2
QCM
Quantinno Capital Management
New York
+$32.7M
3
LSV Asset Management
LSV Asset Management
Illinois
+$29.2M
4
GAM
Goldentree Asset Management
New York
+$25.5M
5
Northern Trust
Northern Trust
Illinois
+$20.2M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$52.6M
2
Millennium Management
Millennium Management
New York
-$19.1M
3
FGP
Freestone Grove Partners
California
-$14.1M
4
Marshall Wace
Marshall Wace
United Kingdom
-$13.4M
5
Renaissance Technologies
Renaissance Technologies
New York
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
101
State of Alaska Department of Revenue
Alaska
$3.37M -$56.8K -999 -2%
EP
102
Edgestream Partners
New Jersey
$3.2M +$2.48M +43,550 +377%
STA
103
Summit Trail Advisors
New York
$3.12M +$40.8K +717 +1%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.1M +$18.8K +330 +0.6%
NSIM
105
North Star Investment Management
Illinois
$3.1M – – –
MPPLM
106
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.09M +$898K +15,793 +42%
ETC
107
Exchange Traded Concepts
Oklahoma
$3.09M +$228K +4,013 +8%
Wells Fargo
108
Wells Fargo
California
$3.05M +$421K +7,400 +16%
XT
109
XTX Topco
Cayman Islands
$2.97M -$2.22M -39,059 -43%
Balyasny Asset Management
110
Balyasny Asset Management
Illinois
$2.86M -$52.6M -925,761 -95%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$2.86M +$405K +7,121 +17%
OC
112
Oppenheimer & Co
New York
$2.82M -$8.19K -144 -0.3%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$2.8M -$281K -4,934 -9%
HIP
114
HUB Investment Partners
Texas
$2.74M +$151K +2,650 +6%
SG Americas Securities
115
SG Americas Securities
New York
$2.68M +$1.56M +27,462 +147%
EI
116
EFG International
$2.67M – – –
CIP
117
Convergence Investment Partners
Florida
$2.61M +$1.33M +23,413 +109%
Amundi
118
Amundi
France
$2.56M +$125K +2,194 +5%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$2.47M +$934K +16,435 +55%
FFN
120
Focus Financial Network
Minnesota
$2.46M +$87.2K +1,533 +4%
HWAM
121
Hennion & Walsh Asset Management
New Jersey
$2.44M +$403K +7,094 +20%
PMAM
122
Picton Mahoney Asset Management
Ontario, Canada
$2.43M +$2.38M +41,831 New
Neuberger Berman Group
123
Neuberger Berman Group
New York
$2.42M +$639K +11,234 +37%
NAAA
124
New Age Alpha Advisors
New York
$2.36M -$435K -7,652 -16%
SCM
125
Sterling Capital Management
North Carolina
$2.36M +$124K +2,179 +6%
3 4
5
6 7

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.