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EPR Properties
EPR

Overview Fund Activity

384 hedge funds and large institutions have $3.03B invested in EPR Properties in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 168 increasing their positions, 84 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+23
Holders Change %
+6.37%
% of All Funds
5.22%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
72
Increased
168
Reduced
84
Closed
41
Calls
$20.9M
Puts
$15.6M
Net Calls
+$5.27M
Net Calls Change
+$7.19M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$98.6M
2
Prudential Financial
Prudential Financial
New Jersey
$69.3M
3
Russell Investments Group
Russell Investments Group
United Kingdom
$43.2M
4
UBS Group
UBS Group
Switzerland
$66.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$21.2M

Top Sellers

1
BlackRock
BlackRock
New York
$502M
2
SA
Sycale Advisors
New York
$0
3
Millennium Management
Millennium Management
New York
$1.14M
4
Vanguard Group
Vanguard Group
Pennsylvania
$582M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
201
MML Investors Services
Massachusetts
$568K +$167K +3,180 +42%
NAM
202
Nissay Asset Management
Japan
$563K +$13.6K +258 +2%
HighTower Advisors
203
HighTower Advisors
Illinois
$549K +$191K +3,640 +54%
GCM
204
Greenland Capital Management
New York
$526K -$805K -15,295 -60%
WC
205
Waterloo Capital
Texas
$525K -$225K -4,268 -30%
CCM
206
Coldstream Capital Management
Washington
$524K +$3.16K +60 +0.6%
ACA
207
Atlas Capital Advisors
Wyoming
$508K +$508K +9,660 New
MGP
208
Metis Global Partners
California
$505K +$47.9K +911 +10%
CGH
209
Crossmark Global Holdings
Texas
$495K +$51.9K +986 +12%
QCG
210
Quadrant Capital Group
Ohio
$494K +$322K +6,117 +187%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$487K +$203K +3,864 +72%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$481K -$45.9K -872 -9%
DADC
213
D.A. Davidson & Co
Montana
$470K +$16.3K +309 +4%
TCM
214
TT Capital Management
California
$470K -$747K -14,200 -61%
FAM
215
Formidable Asset Management
Ohio
$467K -$37.7K -717 -7%
Focus Partners Wealth
216
Focus Partners Wealth
Massachusetts
$466K +$55.9K +1,062 +14%
ECM
217
EMC Capital Management
Texas
$463K – – –
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$460K +$16.8K +320 +4%
EF
219
Empowered Funds
Pennsylvania
$460K +$42.3K +804 +10%
X
220
Xponance
Pennsylvania
$460K -$33K -627 -7%
VCM
221
Versant Capital Management
Arizona
$459K +$377K +7,167 +461%
Corient Private Wealth
222
Corient Private Wealth
Florida
$446K +$8.89K +169 +2%
BCM
223
BTC Capital Management
Iowa
$425K +$26K +494 +7%
Neuberger Berman Group
224
Neuberger Berman Group
New York
$413K +$65.6K +1,246 +19%
PA
225
Parallel Advisors
California
$397K +$60K +1,141 +18%
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