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EPR Properties

463 hedge funds and large institutions have $3.05B invested in EPR Properties in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 197 increasing their positions, 127 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 127

39% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $9.01M

30% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 50

1% more funds holding

Funds holding: 457463 (+6)

1% more capital invested

Capital invested by funds: $3.02B → $3.05B (+$21.9M)

0.16% more ownership

Funds ownership: 79.54%79.7% (+0.16%)

Holders
463
Holders Change
+6
Holders Change %
+1.31%
% of All Funds
5.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
65
Increased
197
Reduced
127
Closed
50
Calls
$12.6M
Puts
$9.01M
Net Calls
+$3.56M
Net Calls Change
-$4.16M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
201
Kestra Private Wealth Services
Texas
$769K +$7.09K +129 +0.8%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$767K -$157K -2,851 -16%
NMERB
203
New Mexico Educational Retirement Board
New Mexico
$764K
SS
204
Sound Stewardship
Kansas
$756K +$232K +4,217 +39%
CG
205
Caprock Group
Idaho
$725K -$688K -12,512 -46%
KCP
206
Kera Capital Partners
California
$722K +$42.8K +778 +6%
VCM
207
Versant Capital Management
Arizona
$713K +$125K +2,272 +19%
VCA
208
Verdence Capital Advisors
Maryland
$711K +$782K +14,227 New
TYCC
209
Texas Yale Capital Corp
Florida
$702K
CCA
210
Childress Capital Advisors
Texas
$699K -$7.92K -144 -1%
AIP
211
Ameritas Investment Partners
Nebraska
$697K
EWM
212
Empirical Wealth Management
Washington
$692K +$244K +4,446 +47%
FWP
213
Family Wealth Partners
North Carolina
$681K +$122K +2,227 +19%
IFG
214
Independent Financial Group
California
$664K -$227K -4,128 -24%
BAM
215
Byrne Asset Management
New Jersey
$646K -$1.49K -27 -0.2%
DTL
216
Dynamic Technology Lab
Singapore
$643K +$173K +3,142 +32%
FRA
217
Frank Rimerman Advisors
California
$625K -$15.9K -289 -2%
II
218
IFM Investors
Australia
$611K +$4.29K +78 +0.6%
DADC
219
D.A. Davidson & Co
Montana
$610K +$86.7K +1,576 +15%
HighTower Advisors
220
HighTower Advisors
Illinois
$610K +$72.6K +1,321 +12%
CIM
221
Cambria Investment Management
California
$606K +$92.6K +1,685 +16%
OTL
222
Oak Thistle LLC
New York
$606K -$1.4M -25,468 -68%
NAM
223
Nissay Asset Management
Japan
$604K +$25.3K +460 +4%
AHL
224
Abel Hall LLC
Louisiana
$591K +$46.6K +847 +8%
WS
225
Wedbush Securities
California
$585K +$46.7K +850 +8%