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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$541M -$3.95M -75,953 -0.7%
BlackRock
2
BlackRock
New York
$505M -$23.8M -456,738 -4%
State Street
3
State Street
Massachusetts
$196M -$2.98M -57,236 -1%
Norges Bank
4
Norges Bank
Norway
$82.8M +$86.4M +1,659,770 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$79.1M +$1.38M +26,590 +2%
AQR Capital Management
6
AQR Capital Management
Connecticut
$73.1M -$2.77M -53,279 -4%
LSV Asset Management
7
LSV Asset Management
Illinois
$68.1M +$4.96M +95,200 +7%
Charles Schwab
8
Charles Schwab
California
$67.1M +$888K +17,050 +1%
Morgan Stanley
9
Morgan Stanley
New York
$65.1M +$11.2M +216,045 +20%
QCM
10
Quantinno Capital Management
New York
$64.9M +$20.6M +395,378 +44%
Northern Trust
11
Northern Trust
Illinois
$61.7M -$17.1M -328,597 -21%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$55.1M +$97.9K +1,880 +0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$54.8M -$1.19M -22,948 -2%
Invesco
14
Invesco
Georgia
$50.8M +$2.13M +40,896 +4%
American Century Companies
15
American Century Companies
Missouri
$46.6M +$2.94M +56,462 +6%
Citadel Advisors
16
Citadel Advisors
Florida
$42.2M +$1.62M +31,177 +4%
JP Morgan Chase
17
JP Morgan Chase
New York
$38M -$7.35M -141,218 -16%
Renaissance Technologies
18
Renaissance Technologies
New York
$34.5M -$14.8M -284,523 -29%
Ameriprise
19
Ameriprise
Minnesota
$31.7M +$13.4M +257,163 +68%
FGP
20
Freestone Grove Partners
California
$30.1M +$31.4M +602,312 New
UBS Group
21
UBS Group
Switzerland
$26.8M -$13.8M -265,103 -33%
Prudential Financial
22
Prudential Financial
New Jersey
$24.8M -$78.2M -1,502,977 -75%
Allianz Asset Management
23
Allianz Asset Management
Germany
$24.8M +$3.17M +60,956 +14%
ACM
24
Advisors Capital Management
New Jersey
$24.7M +$566K +10,871 +2%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$23.1M +$253K +4,851 +1%