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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
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$909K -$188K -3,608 -17%
State of Tennessee, Department of Treasury
177
State of Tennessee, Department of Treasury
Tennessee
$901K -$37K -711 -4%
MGP
178
Metis Global Partners
California
$899K +$44.8K +861 +5%
SACTSONJ
179
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$898K
SOMRS
180
State of Michigan Retirement System
Michigan
$898K -$5.21K -100 -0.6%
PAG
181
Private Advisor Group
New Jersey
$893K -$144K -2,760 -13%
IMPI
182
Ilmarinen Mutual Pension Insurance
Finland
$893K +$541K +10,400 +139%
CPIG
183
Chicago Partners Investment Group
Illinois
$891K +$101K +1,949 +13%
IFG
184
Independent Financial Group
California
$869K +$4.95K +95 +0.5%
PS
185
Pensionfund Sabic
Netherlands
$863K
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$850K +$3.59K +69 +0.4%
SMDAM
187
Sumitomo Mitsui DS Asset Management
Japan
$839K
Wells Fargo
188
Wells Fargo
California
$826K -$2.12M -40,730 -71%
KK
189
KLP Kapitalforvaltning
Norway
$807K
DekaBank Deutsche Girozentrale
190
DekaBank Deutsche Girozentrale
Germany
$807K
CIA
191
Concurrent Investment Advisors
Florida
$782K +$423K +8,116 +107%
PMAM
192
Picton Mahoney Asset Management
Ontario, Canada
$779K -$40.3K -775 -5%
WF
193
WinCap Financial
Massachusetts
$777K +$13.4K +258 +2%
UM
194
UniSuper Management
Australia
$763K -$307K -5,900 -28%
NMERB
195
New Mexico Educational Retirement Board
New Mexico
$763K
M&T Bank
196
M&T Bank
New York
$761K +$322K +6,189 +68%
KPWS
197
Kestra Private Wealth Services
Texas
$761K +$65K +1,249 +9%
OPERF
198
Oregon Public Employees Retirement Fund
Oregon
$760K -$5.21K -100 -0.7%
KIM
199
Kestra Investment Management
Texas
$754K -$140K -2,685 -15%
EPW
200
Evolve Private Wealth
California
$753K +$781K +15,005 New