EPR PROPERTIES hedge fund holdings
EPRNYSE$56.45+0.96 (+1.73%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
EPR · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-3.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 157 | 95 | $275M | $173M | 384 | Aug 14, 2025 |
| Q3 2025 | 166 | 95 | $446M | $376M | 429 | Nov 14, 2025 |
| Q4 2025 | 134 | 144 | $224M | $372M | 426 | Feb 14, 2026 |
| Q1 2026 | 169 | 123 | $357M | $205M | 440 | May 15, 2026 |
| Q2 2026 | 164 | 118 | $345M | $268M | 456 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
456 filersNew position
56$67.2M+1.16M sh
Increased
108$278M+4.79M sh
Reduced
93-$226M-3.9M sh
Out / sold
25-$41.7M-718K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | Added 36.59% | +$33.4M | $125M | 0.15% | Aug 13, 2026 |
| LSV Asset Management | Added 35.40% | +$29.8M | $114M | 0.21% | Aug 6, 2026 |
| Goldentree Asset Management LP | New Buy | +$26M | $26M | 1.51% | Aug 14, 2026 |
| Freestone Grove Partners LP | Sell 100% | -$14.1M | $0 | 0.00% | Aug 14, 2026 |
| First Trust Advisors LP | Added 155.21% | +$7.87M | $12.9M | 0.01% | Aug 11, 2026 |
| Uniplan Investment Counsel, Inc. | Sell 100% | -$4.8M | $0 | 0.00% | Aug 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Reduce 82.26% | -$3.18M | $687K | 0.00% | Aug 6, 2026 |
| Edgestream Partners, L.P. | Added 376.99% | +$2.53M | $3.2M | 0.09% | Aug 11, 2026 |
| Schroder Investment Management Group | Added 49.26% | +$2.5M | $7.57M | 0.01% | Aug 13, 2026 |
| Picton Mahoney Asset Management | New Buy | +$2.43M | $2.43M | 0.02% | Aug 13, 2026 |
| Cbre Investment Management Listed Real Assets LLC | Added 16.76% | +$1.81M | $12.6M | 0.18% | Aug 14, 2026 |
| PFG Advisors | Sell 100% | -$1.78M | $0 | 0.00% | Jul 16, 2026 |
| Gotham Asset Management, LLC | Reduce 14.27% | -$1.76M | $10.6M | 0.02% | Aug 14, 2026 |
| Cambiar Investors LLC | New Buy | +$1.72M | $1.72M | 0.07% | Jul 31, 2026 |
| Wedge Capital Management L L P | Sell 100% | -$1.63M | $0 | 0.00% | Jul 10, 2026 |
| Thrivent Financial for Lutherans | Added 14.04% | +$1.38M | $11.2M | 0.02% | Aug 14, 2026 |
| Convergence Investment Partners, LLC | Added 108.60% | +$1.36M | $2.61M | 0.25% | Jul 31, 2026 |
| Wasatch Advisors LP | Reduce 2.29% | -$1.3M | $55.2M | 0.36% | Jul 10, 2026 |
| Public Sector Pension Investment Board | Reduce 8.72% | -$1.26M | $13.2M | 0.03% | Aug 13, 2026 |
| Horizon Investments, LLC | Reduce 89.94% | -$1.2M | $135K | 0.00% | Aug 13, 2026 |
| Advisors Capital Management, LLC | Added 3.92% | +$1.15M | $30.6M | 0.32% | Aug 11, 2026 |
| State of New Jersey Common Pension Fund D | Added 46.68% | +$1.13M | $3.55M | 0.01% | Aug 4, 2026 |
| Aberdeen Group plc | Added 4.16% | +$1.06M | $26.6M | 0.04% | Jul 31, 2026 |
| Midwest Professional Planners, LTD. | Added 42.08% | +$916K | $3.09M | 0.61% | Aug 5, 2026 |
| Global Assets Advisory, LLC | Sell 100% | -$900K | $0 | 0.00% | Jul 27, 2026 |
| Retirement Systems of Alabama | Reduce 15.23% | -$825K | $4.59M | 0.01% | Jul 28, 2026 |
| Lighthouse Investment Partners, LLC | New Buy | +$787K | $787K | 0.02% | Aug 14, 2026 |
| Frank, Rimerman Advisors LLC | Sell 100% | -$625K | $0 | 0.00% | Jul 27, 2026 |
| Jain Global LLC | New Buy | +$620K | $620K | 0.00% | Aug 14, 2026 |
| Oak Thistle LLC | Added 73.66% | +$518K | $1.22M | 0.12% | Jul 21, 2026 |
| MQS Management LLC | Sell 100% | -$518K | $0 | 0.00% | Aug 7, 2026 |
| New Age Alpha Advisors, LLC | Reduce 15.81% | -$444K | $2.36M | 0.10% | Aug 13, 2026 |
| AlphaGrep UK Ltd | New Buy | +$435K | $435K | 0.13% | Aug 14, 2026 |
| Zacks Investment Management | Added 5.62% | +$428K | $8.05M | 0.06% | Aug 13, 2026 |
| Frec Markets, Inc. | New Buy | +$412K | $412K | 0.04% | Aug 13, 2026 |
| Ilmarinen Mutual Pension Insurance Co | Reduce 39.66% | -$412K | $627K | 0.00% | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | Added 20.26% | +$412K | $2.44M | 0.07% | Jul 8, 2026 |
| Eddie Patel Inc | New Buy | +$404K | $404K | 0.24% | Aug 11, 2026 |
| Macquarie Group Ltd | Reduce 8.14% | -$392K | $4.43M | 0.02% | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | Reduce 36.57% | -$385K | $667K | 0.00% | Jul 17, 2026 |
| UniSuper Management Pty Ltd | Reduce 42.31% | -$383K | $522K | 0.00% | Aug 14, 2026 |
| Graham Capital Management, L.P. | Reduce 26.51% | -$379K | $1.05M | 0.02% | Aug 14, 2026 |
| Bridgewater Associates, LP | New Buy | +$363K | $363K | 0.00% | Aug 14, 2026 |
| IMC-Chicago, LLC | Sell 100% | -$358K | $0 | 0.00% | Aug 6, 2026 |
| Inceptionr LLC | Added 116.72% | +$348K | $646K | 0.16% | Aug 11, 2026 |
| Interchange Capital Partners, LLC | New Buy | +$340K | $340K | 0.06% | Jul 20, 2026 |
| Prosperity Consulting Group, LLC | New Buy | +$324K | $324K | 0.01% | Aug 13, 2026 |
| Tidal Investments LLC | Reduce 22.11% | -$316K | $1.11M | 0.00% | Aug 13, 2026 |
| Nomura Asset Management Co Ltd | Added 4.54% | +$311K | $7.16M | 0.02% | Aug 13, 2026 |
| Calamos Wealth Management LLC | Sell 100% | -$301K | $0 | 0.00% | Jul 31, 2026 |
| Proficio Capital Partners LLC | New Buy | +$300K | $300K | 0.01% | Aug 17, 2026 |
| NorthCrest Asset Manangement, LLC | New Buy | +$282K | $282K | 0.01% | Jul 15, 2026 |
| Jefferies Financial Group Inc. | Added 93.15% | +$270K | $559K | 0.00% | Aug 17, 2026 |
| Park Avenue Securities LLC | New Buy | +$259K | $259K | 0.00% | Jul 20, 2026 |
| Vanderbilt University | Sell 100% | -$256K | $0 | 0.00% | Jul 22, 2026 |
| Keybank National Association | New Buy | +$255K | $255K | 0.00% | Jul 28, 2026 |
| Wellington Management Group LLP | Added 1.61% | +$239K | $15.1M | 0.00% | Aug 14, 2026 |
| Arrow Investment Advisors, LLC | New Buy | +$236K | $236K | 0.23% | Aug 4, 2026 |
| Exchange Traded Concepts, LLC | Added 8.16% | +$233K | $3.09M | 0.01% | Aug 11, 2026 |
| Canada Pension Plan Investment Board | New Buy | +$232K | $232K | 0.00% | Aug 14, 2026 |
| Utah Retirement Systems | New Buy | +$232K | $232K | 0.00% | Aug 14, 2026 |
| Fieldview Capital Management, LLC | Sell 100% | -$226K | $0 | 0.00% | Aug 14, 2026 |
| Inscription Capital, LLC | Reduce 19.32% | -$226K | $944K | 0.08% | Aug 13, 2026 |
| Synergy Financial Group, LTD | Sell 100% | -$223K | $0 | 0.00% | Aug 5, 2026 |
| Sagespring Wealth Partners, LLC | New Buy | +$221K | $221K | 0.00% | Aug 3, 2026 |
| Keystone Financial Services | New Buy | +$220K | $220K | 0.06% | Aug 6, 2026 |
| Stratos Wealth Partners, LTD. | New Buy | +$218K | $218K | 0.00% | Aug 11, 2026 |
| Old National Bancorp | New Buy | +$216K | $216K | 0.00% | Jul 15, 2026 |
| Schnieders Capital Management, LLC. | New Buy | +$216K | $216K | 0.03% | Jul 24, 2026 |
| Bailard, Inc. | Sell 100% | -$215K | $0 | 0.00% | Jul 30, 2026 |
| Focus Partners Advisor Solutions, LLC | Reduce 21.99% | -$212K | $753K | 0.01% | Aug 6, 2026 |
| Certior Financial Group, LLC | New Buy | +$208K | $208K | 0.11% | Jul 20, 2026 |
| Concurrent Investment Advisors, LLC | New Buy | +$208K | $208K | 0.00% | Jul 27, 2026 |
| Crestwood Advisors Group, LLC | Added 63.52% | +$206K | $531K | 0.01% | Aug 3, 2026 |
| Kingsview Wealth Management, LLC | New Buy | +$205K | $205K | 0.00% | Aug 19, 2026 |
| Bright Futures Wealth Management, LLC. | New Buy | +$205K | $205K | 0.13% | Jul 24, 2026 |
| Kathmere Capital Management, LLC | New Buy | +$203K | $203K | 0.01% | Jul 29, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 5.63% | +$203K | $3.81M | 0.00% | Aug 7, 2026 |
| Maryland State Retirement & Pension System | New Buy | +$203K | $203K | 0.00% | Jul 30, 2026 |
| Caxton Associates LLP | Reduce 4.52% | -$199K | $4.2M | 0.08% | Aug 14, 2026 |
| Hazelview Securities Inc. | Added 52.25% | +$195K | $569K | 0.08% | Aug 14, 2026 |
| EMC Capital Management | Sell 100% | -$194K | $0 | 0.00% | Jul 29, 2026 |
| Kera Capital Partners, Inc. | Added 20.29% | +$170K | $1.01M | 0.10% | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 4.18% | +$163K | $4.07M | 0.00% | Aug 13, 2026 |
| QRG Capital Management, Inc. | Added 10.31% | +$160K | $1.71M | 0.01% | Jul 14, 2026 |
| Samalin Investment Counsel, LLC | Reduce 23.94% | -$158K | $504K | 0.16% | Jul 27, 2026 |
| HUB Investment Partners, LLC | Added 5.94% | +$154K | $2.74M | 0.05% | Jul 31, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | Added 14.83% | +$145K | $1.12M | 0.01% | Jul 22, 2026 |
| Caprock Group, LLC | Added 17.16% | +$144K | $985K | 0.02% | Jul 27, 2026 |
| MML Investors Services, LLC | Added 22.22% | +$143K | $785K | 0.00% | Aug 7, 2026 |
| Syon Capital LLC | Added 13.01% | +$141K | $1.22M | 0.05% | Aug 14, 2026 |
| Caisse de depot et placement du Quebec | Reduce 1.64% | -$139K | $8.36M | 0.01% | Aug 14, 2026 |
| Handelsbanken Fonder AB | Added 9.70% | +$133K | $1.51M | 0.00% | Jul 10, 2026 |
| Kovack Advisors, Inc. | Added 21.93% | +$133K | $740K | 0.04% | Jul 29, 2026 |
| KLP Kapitalforvaltning As | Added 12.50% | +$122K | $1.1M | 0.00% | Aug 12, 2026 |
| Certuity, LLC | Added 17.85% | +$118K | $779K | 0.04% | Jul 28, 2026 |
| Elevation Point Wealth Partners, LLC | Reduce 11.20% | -$117K | $926K | 0.02% | Aug 12, 2026 |
| Kestra Private Wealth Services, LLC | Added 13.08% | +$117K | $1.01M | 0.01% | Jul 28, 2026 |
| Baker Avenue Asset Management, LP | Added 17.95% | +$117K | $766K | 0.01% | Jul 28, 2026 |
| Campbell & CO Investment Adviser LLC | Reduce 5.05% | -$108K | $2.03M | 0.11% | Aug 3, 2026 |