Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EPR PPTYS (EPR)

435 + 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
↑ +3
Streak
7Q ▲
Buyers last Q
55%

Smart Money Signals — EPR

Based on 427 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
427 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.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+86 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

234 buying195 selling
Last quarter: 234 funds bought or added vs 195 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 73 → 71 → 70 → 62. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 17% new
253 out of 427 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 — ~62 new funds/quarter

56 → 73 → 71 → 70 → 62 new funds/Q
New funds entering each quarter: 73 → 71 → 70 → 62. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 11% 1-2yr ■ 25% new
Of 435 current holders: 280 (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.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
40 of 427 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in EPR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

65 top-rated funds 0 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: EPR
2026 Q1 Stats Unlock in 20 days 435 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 435 434 0.23%
13F Shares 60M 60M -0.5%
Total Value $2.97B $3.47B -14.3%
New Positions 62 71 -9
Increased Positions 181 178 +3
Closed Positions 61 40 +21
Reduced Positions 151 136 +15
Total Calls 5 9 -44.44%
Total Puts 4 7 -42.86%
PUT/CALL Ratio 0.8 0.78 Neutral

Statistics: EPR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

435 + investors

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

Top 25 institutional holders of EPR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pensionfund Sabic 1.04% 17,300 —
2 Pensionfund PDN 0.95% 32,962 $2K
3 WINCAP FINANCIAL LLC 0.56% 16,869 $843K
4 Byrne Asset Management LLC 0.38% 12,926 $646K
5 MQS Management LLC 0.35% 10,367 $518K
6 Sound Stewardship, LLC 0.35% 15,139 $756K
7 PCG Wealth Advisors, LLC 0.34% 26,629 $1.3M
8 WASATCH ADVISORS LP 0.32% 973,439 $48.6M
9 Ocean Park Asset Management, LLC 0.23% 13,649 $681K
10 FAMILY WEALTH PARTNERS, LLC 0.23% 13,649 $681K
11 Samalin Investment Counsel, LLC 0.20% 11,413 $570K
12 Community Bank of Raymore 0.20% 5,955 $298K
13 PURSUE WEALTH PARTNERS LLC 0.19% 6,218 $311K
14 North Star Investment Management Corp. 0.16% 53,500 $2.7M
15 Y-Intercept (Hong Kong) Ltd 0.16% 166,195 $8.3M
16 CHILDRESS CAPITAL ADVISORS, LLC 0.13% 13,993 $699K
17 Abel Hall, LLC 0.13% 11,835 $591K
18 Inscription Capital, LLC 0.11% 20,173 $1.0M
19 JACKSON SQUARE CAPITAL, LLC 0.10% 9,071 $453K
20 RDA Financial Network 0.08% 6,622 $331K
21 Optas, LLC 0.08% 10,815 $540K
22 Focus Financial Network, Inc. 0.07% 40,861 $2.0M
23 Versant Capital Management, Inc 0.07% 14,280 $713K
24 Maridea Wealth Management LLC 0.07% 9,190 $459K
25 Cordoba Advisory Partners LLC 0.06% 4,432 $223K
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 — 7 quarters in a row: For 7 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 — 55% buying: Last quarter: 234 funds bought or added vs 195 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?

Elite ownership — 55% AUM from top-100 funds: 40 of 427 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in EPR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EPR?

59% of holders stayed for 2+ years: 253 out of 427 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.

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.