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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
5.57%
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
$68M
2
Prudential Financial
Prudential Financial
New Jersey
$109M
3
AQR Capital Management
AQR Capital Management
Connecticut
$88.7M
4
QCM
Quantinno Capital Management
New York
$35.6M
5
Deutsche Bank
Deutsche Bank
Germany
$123M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$49.5M
2
PCM
Penn Capital Management
Pennsylvania
$0
3
Citadel Advisors
Citadel Advisors
Florida
$4.1M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.01M
5
JG
Jain Global
New York
$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
KOCAA
176
Knights of Columbus Asset Advisors
Connecticut
$877K +$877K +15,054 New
AIP
177
Ameritas Investment Partners
Nebraska
$868K – – –
Corient Private Wealth
178
Corient Private Wealth
Florida
$868K +$374K +6,416 +76%
WF
179
WinCap Financial
Massachusetts
$861K -$46.8K -804 -5%
RFN
180
RDA Financial Network
Iowa
$822K -$14.2K -243 -2%
TYCC
181
Texas Yale Capital Corp
Florida
$807K – – –
MML Investors Services
182
MML Investors Services
Massachusetts
$786K +$157K +2,703 +25%
GC
183
Guggenheim Capital
Illinois
$778K +$21.4K +368 +3%
KAS
184
Kestra Advisory Services
Texas
$776K -$124K -2,129 -14%
KPWS
185
Kestra Private Wealth Services
Texas
$776K -$23.1K -397 -3%
FPAS
186
Focus Partners Advisor Solutions
Missouri
$773K +$509K +8,730 +192%
Axa
187
Axa
France
$766K +$523K +8,982 +216%
PCM
188
Prelude Capital Management
New York
$738K +$738K +12,668 New
SIC
189
Samalin Investment Counsel
New York
$735K +$15.3K +263 +2%
MGP
190
Metis Global Partners
California
$733K +$174K +2,986 +31%
II
191
IFM Investors
Australia
$707K -$174K -2,983 -20%
SQA
192
Simon Quick Advisors
New Jersey
$700K +$450K +7,716 +179%
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$686K -$25.3K -434 -4%
MWM
194
Maridea Wealth Management
New York
$682K +$11.4K +196 +2%
ACA
195
Atlas Capital Advisors
Wyoming
$673K +$110K +1,890 +20%
Robeco Institutional Asset Management
196
Robeco Institutional Asset Management
Netherlands
$671K +$312K +5,353 +87%
SG Americas Securities
197
SG Americas Securities
New York
$667K -$153K -2,623 -19%
MNBTD
198
Moody National Bank Trust Division
Texas
$659K +$9.38K +161 +1%
WS
199
Wedbush Securities
California
$658K -$291 -5 -0%
Pictet Asset Management
200
Pictet Asset Management
Switzerland
$656K -$312K -5,357 -32%
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