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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
Pathstone Holdings
151
Pathstone Holdings
New Jersey
$1.36M -$152K -2,918 -10%
CG
152
Caprock Group
Idaho
$1.35M +$324K +6,230 +30%
Lazard Asset Management
153
Lazard Asset Management
New York
$1.34M +$50.4K +969 +4%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$1.33M +$261K +5,021 +23%
Neuberger Berman Group
155
Neuberger Berman Group
New York
$1.31M +$760K +14,604 +125%
YCM
156
Yousif Capital Management
Michigan
$1.3M -$27K -519 -2%
TRSOTSOK
157
Teachers Retirement System of the State of Kentucky
Kentucky
$1.26M
DAS
158
Diversify Advisory Services
Utah
$1.22M +$55.6K +1,068 +5%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$1.18M +$31.2K +600 +3%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$1.15M -$15.2K -292 -1%
SC
161
Syon Capital
California
$1.14M +$341K +6,548 +40%
Commonwealth Equity Services
162
Commonwealth Equity Services
Massachusetts
$1.12M -$54.6K -1,049 -4%
HWAM
163
Hennion & Walsh Asset Management
New Jersey
$1.12M +$757K +14,543 +185%
OL
164
Optas LLC
Texas
$1.09M +$576K +11,056 +102%
1IA
165
1620 Investment Advisors
Massachusetts
$1.09M -$55.5K -1,066 -5%
ASRS
166
Arizona State Retirement System
Arizona
$1.06M -$67.7K -1,301 -6%
LSERS
167
Louisiana State Employees Retirement System
Louisiana
$1.05M -$5.21K -100 -0.5%
IC
168
Inscription Capital
Texas
$1.03M +$375K +7,199 +54%
VanEck Associates
169
VanEck Associates
New York
$1M +$93.9K +1,803 +10%
SG Americas Securities
170
SG Americas Securities
New York
$1M -$1.82M -34,890 -63%
PCIA
171
Prime Capital Investment Advisors
Kansas
$993K +$23.6K +454 +2%
PWA
172
PCG Wealth Advisors
Kansas
$992K
BNP Paribas Asset Management
173
BNP Paribas Asset Management
France
$954K +$863K +16,579 +653%
VPIM
174
Vanguard Personalized Indexing Management
California
$939K -$35.9K -689 -4%
SO
175
STRS Ohio
Ohio
$937K +$885K +17,003 +953%