Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Epr Pptys (EPR)

461 + Investors. Track Smart Money conviction in EPR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
8Q ▲
Buyers last Q
59%

Smart Money Signals — EPR

Based on 463 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added EPR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
463 hedge funds hold EPR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

266 buying183 selling
Last quarter: 266 funds bought or added vs 183 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~66 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 72 → 73 → 62 → 66. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 19% new
269 out of 463 hedge funds have held EPR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~66 new funds/quarter

77 → 72 → 73 → 62 → 66 new funds/Q
New funds entering each quarter: 72 → 73 → 62 → 66. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 13% 1-2yr ■ 24% new
Of 471 current holders: 300 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
54 of 463 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EPR

In 2026 Q1, 266 hedge funds were net buyers of EPR (66 opened a new position, 200 added to an existing one), while 183 reduced or exited (127 trimmed, 56 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in EPR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 463.

Hedge Fund Ownership: EPR

How many hedge funds hold EPR — quarterly history vs. share price
Quarterly hedge fund ownership of EPR vs. share price

Market Analysis: EPR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Epr Pptys (EPR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EPR has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
EPR
+15.1%
XLRE
+7.4%

EPR outperformed XLRE by +7.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EPR
+0.3%
XLRE
+1.5%

Since the filing became public, EPR outperformed XLRE by -1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 0 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: EPR
461 + Investors

Track Smart Money conviction in EPR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 461 453 1.77%
13F Shares 61M 61M -0.1%
Total Value $2.88B $3.01B -4.14%
New Positions 65 62 +3
Increased Positions 198 174 +24
Closed Positions 57 61 -4
Reduced Positions 123 147 -24
Total Calls 5 5 -
Total Puts 5 4 25.0%
PUT/CALL Ratio 1.0 0.8 Neutral

Statistics: EPR

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Institutional Holders (2026 Q1)

461 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EPR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EPR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ballast Asset Management, LP 1.68% 75,617 $3.8M
2 1620 Investment Advisors, INC. 0.74% 21,971 $1.1M
3 Wincap Financial LLC 0.56% 16,869 $843K
4 Uniplan Investment Counsel, Inc. 0.49% 96,027 $4.8M
5 Midwest Professional Planners, LTD. 0.44% 37,532 $1.9M
6 Bridgefront Capital, LLC 0.41% 33,006 $1.6M
7 Byrne Asset Management LLC 0.38% 12,926 $646K
8 MQS Management LLC 0.35% 10,367 $518K
9 Sound Stewardship, LLC 0.35% 15,139 $756K
10 PCG Wealth Advisors, LLC 0.34% 26,629 $1.3M
11 Wasatch Advisors LP 0.32% 973,439 $48.6M
12 Advisors Capital Management, LLC 0.30% 507,189 $25.3M
13 Advisory Advocates, LLC 0.26% 5,203 $260K
14 Global Assets Advisory, LLC 0.26% 43,995 $900K
15 MRP Capital Investments, LLC 0.25% 5,715 $286K
16 Family Wealth Partners, LLC 0.23% 13,649 $681K
17 Ocean Park Asset Management, LLC 0.23% 13,649 $681K
18 Camelot Portfolios, LLC 0.20% 5,501 $275K
19 Samalin Investment Counsel, LLC 0.20% 11,413 $570K
20 Community Bank of Raymore 0.20% 5,955 $298K
21 Diversify Advisory Services, LLC 0.19% 21,970 $1.2M
22 Pursue Wealth Partners LLC 0.19% 6,218 $311K
23 Convergence Investment Partners, LLC 0.18% 21,558 $1.1M
24 Synergy Financial Group, LTD 0.17% 4,460 $223K
25 North Star Investment Management Corp. 0.16% 53,500 $2.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Epr Pptys (EPR)

What does the Smart Money Trend signal show for EPR?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added EPR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EPR?

Slight buying edge — 59% buying: Last quarter: 266 funds bought or added vs 183 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EPR holders?

Strong quality — 39% AUM from major funds: 54 of 463 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EPR?

58% of holders stayed for 2+ years: 269 out of 463 hedge funds have held EPR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Epr Pptys (EPR) following the 2026 Q1 hedge fund 13F filings?

As of today, EPR has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLRE sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), EPR has gained +15.1% vs +7.4% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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