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EPR Properties
EPR

486 hedge funds and large institutions have $3.67B invested in EPR Properties in 2026 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 174 increasing their positions, 160 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $14.6M | Put options by funds: $8.1M

79% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 39

20% more capital invested

Capital invested by funds: $3.05B → $3.67B (+$624M)

5% more funds holding

Funds holding: 464 → 486 (+22)

3.03% more ownership

Funds ownership: 79.7% → 82.74% (+3%)

9% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 160

Holders
486
Holders Change
+22
Holders Change %
+4.74%
% of All Funds
5.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
70
Increased
174
Reduced
160
Closed
39
Calls
$14.6M
Puts
$8.1M
Net Calls
+$6.52M
Net Calls Change
+$2.96M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$61.8M
2
QCM
Quantinno Capital Management
New York
+$32.7M
3
LSV Asset Management
LSV Asset Management
Illinois
+$29.2M
4
GAM
Goldentree Asset Management
New York
+$25.5M
5
Northern Trust
Northern Trust
Illinois
+$20.2M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$52.6M
2
Millennium Management
Millennium Management
New York
-$19.1M
3
FGP
Freestone Grove Partners
California
-$14.1M
4
Marshall Wace
Marshall Wace
United Kingdom
-$13.4M
5
Renaissance Technologies
Renaissance Technologies
New York
-$12.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$595M +$18.9M +331,543 +3%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$395M +$12.4M +217,801 +3%
State Street
3
State Street
Massachusetts
$222M -$1.93M -33,947 -0.9%
Vanguard Capital Management
4
Vanguard Capital Management
Pennsylvania
$200M +$8.87M +155,966 +5%
QCM
5
Quantinno Capital Management
New York
$125M +$32.7M +575,425 +37%
LSV Asset Management
6
LSV Asset Management
Illinois
$114M +$29.2M +514,209 +35%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$96.3M +$993K +17,467 +1%
Northern Trust
8
Northern Trust
Illinois
$89.1M +$20.2M +355,015 +30%
Goldman Sachs
9
Goldman Sachs
New York
$86.3M +$61.8M +1,087,192 +272%
Charles Schwab
10
Charles Schwab
California
$79.4M -$164K -2,879 -0.2%
AQR Capital Management
11
AQR Capital Management
Connecticut
$77.5M -$6.99M -122,941 -8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$64.9M -$732K -12,872 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$63.5M -$1.39M -24,474 -2%
Morgan Stanley
14
Morgan Stanley
New York
$59.3M -$12.3M -215,969 -17%
Invesco
15
Invesco
Georgia
$57.2M +$9.19M +161,664 +20%
Norges Bank
16
Norges Bank
Norway
$55.9M +$54.8M +963,880 New
WA
17
Wasatch Advisors
Utah
$55.2M -$1.27M -22,330 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$51.8M +$4.18M +73,592 +9%
American Century Companies
19
American Century Companies
Missouri
$50.9M -$3.37M -59,320 -6%
UBS Group
20
UBS Group
Switzerland
$42.4M -$4.85M -85,283 -10%
Ameriprise
21
Ameriprise
Minnesota
$35.7M +$199K +3,505 +0.5%
Nuveen
22
Nuveen
North Carolina
$31M +$2.82M +49,594 +10%
ACM
23
Advisors Capital Management
New Jersey
$30.6M +$1.13M +19,889 +4%
Vanguard Fiduciary Trust
24
Vanguard Fiduciary Trust
Pennsylvania
$28.1M +$781K +13,735 +3%
UBS AM
25
UBS AM
Illinois
$27.1M -$2.32M -40,803 -8%
1
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EPR Hedge Fund Activity: Q2 2026 in Review

486 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2026, worth a combined $3.67B — up 20% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPR positions and 39 closed out — a net gain of 31 holders — while 174 added to existing stakes and 160 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $61.8M. The largest seller was Balyasny Asset Management, cutting an estimated $52.6M.

  • 486 institutional investors held EPR Properties (EPR) as of Q2 2026, up from 464 in Q1 2026.
  • Funds reported $3.67B of EPR Properties stock for Q2 2026, up 20% quarter-over-quarter.
  • 70 funds opened new EPR Properties positions in Q2 2026 and 39 closed out, a net change of +31 holders.
  • The largest EPR Properties buyer in Q2 2026 was Goldman Sachs, an estimated $61.8M added.
  • The largest EPR Properties seller in Q2 2026 was Balyasny Asset Management, an estimated $52.6M sold.

Based on aggregated 13F filings for Q2 2026.