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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 %
OTL
201
Oak Thistle LLC
New York
$654K +$654K +11,229 New
NAM
202
Nissay Asset Management
Japan
$651K +$27.6K +473 +4%
RA
203
RFG Advisory
Alabama
$645K +$226K +3,880 +54%
Focus Partners Wealth
204
Focus Partners Wealth
Massachusetts
$638K +$122K +2,090 +24%
SS
205
Sound Stewardship
Kansas
$636K +$309K +5,296 +94%
PMAM
206
Picton Mahoney Asset Management
Ontario, Canada
$627K +$627K +10,771 New
JSC
207
Jackson Square Capital
California
$619K -$12.9K -222 -2%
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$583K +$49.9K +855 +9%
TFA
209
Teamwork Financial Advisors
Texas
$582K -$58.3K -1,001 -9%
CCM
210
Coldstream Capital Management
Washington
$570K -$10.3K -177 -2%
BNP Paribas Financial Markets
211
BNP Paribas Financial Markets
France
$565K +$55.5K +952 +11%
HighTower Advisors
212
HighTower Advisors
Illinois
$563K -$45.2K -776 -7%
CPIG
213
Chicago Partners Investment Group
Illinois
$559K +$264K +4,516 +90%
CGH
214
Crossmark Global Holdings
Texas
$555K +$6.35K +109 +1%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$550K +$217K +3,730 +65%
DADC
216
D.A. Davidson & Co
Montana
$548K +$27.4K +470 +5%
QCG
217
Quadrant Capital Group
Ohio
$548K +$1.34K +23 +0.2%
SC
218
Syon Capital
California
$537K +$537K +9,218 New
HI
219
Horizon Investments
North Carolina
$535K +$535K +9,226 New
WC
220
Waterloo Capital
Texas
$533K -$48.5K -832 -8%
BC
221
Bayforest Capital
United Kingdom
$529K +$529K +9,087 New
Osaic Holdings
222
Osaic Holdings
Arizona
$528K -$563K -11,609 -52%
CIM
223
Cambria Investment Management
California
$526K +$526K +9,036 New
VCM
224
Versant Capital Management
Arizona
$523K +$15.3K +262 +3%
BJL
225
Brighton Jones LLC
Washington
$520K +$520K +8,923 New
7 8
9
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