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EPR Properties

387 hedge funds and large institutions have $3.07B invested in EPR Properties in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 167 increasing their positions, 87 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 87

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

34% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $15.6M

29% more capital invested

Capital invested by funds: $2.38B → $3.07B (+$694M)

7% more funds holding

Funds holding: 363387 (+24)

5.9% more ownership

Funds ownership: 70.87%76.77% (+5.9%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
387
Holders Change
+24
Holders Change %
+6.61%
% of All Funds
5.19%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
70
Increased
167
Reduced
87
Closed
40
Calls
$20.9M
Puts
$15.6M
Net Calls
+$5.26M
Net Calls Change
+$7.19M
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
226
Ilmarinen Mutual Pension Insurance
Finland
$395K
RA
227
RFG Advisory
Alabama
$378K +$352K +7,183 New
AWA
228
Arete Wealth Advisors
Illinois
$365K
OTPPB
229
Ontario Teachers' Pension Plan Board
Ontario, Canada
$358K
BAM
230
Byrne Asset Management
New Jersey
$333K
SFG
231
Synergy Financial Group
California
$331K +$309K +6,298 New
PWP
232
Pursue Wealth Partners
California
$327K
Robeco Institutional Asset Management
233
Robeco Institutional Asset Management
Netherlands
$325K +$303K +6,170 New
Wolverine Trading
234
Wolverine Trading
Illinois
$324K +$308K +6,276 New
CL
235
Choreo LLC
Illinois
$321K +$54.5K +1,112 +22%
CBOR
236
Community Bank of Raymore
Missouri
$313K +$68.7K +1,400 +31%
JIR
237
James Investment Research
Ohio
$310K +$289K +5,897 New
SAM
238
Securian Asset Management
Minnesota
$301K
SCM
239
Sterneck Capital Management
Missouri
$300K
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$300K +$280K +5,706 New
SS
241
Sound Stewardship
Kansas
$296K +$37.1K +757 +16%
AHL
242
Abel Hall LLC
Louisiana
$295K -$34.8K -709 -11%
PCG
243
Prosperity Consulting Group
Maryland
$294K -$27.5K -561 -9%
US Bancorp
244
US Bancorp
Minnesota
$293K -$96.6K -1,970 -26%
CP
245
Camelot Portfolios
Ohio
$290K +$270K +5,503 New
KA
246
Kovack Advisors
Florida
$284K -$260K -5,300 -50%
SA
247
Sanctuary Advisors
Indiana
$283K -$910K -18,554 -78%
ECM
248
Evergreen Capital Management
Washington
$282K +$263K +5,353 New
PTC
249
Private Trust Company
Ohio
$280K -$7.95K -162 -3%
VU
250
Vanderbilt University
Tennessee
$280K -$9.17K -187 -3%

EPR Hedge Fund Activity: Q1 2025 in Review

387 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2025, worth a combined $3.07B — up 29% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EPR positions and 40 closed out — a net gain of 30 holders — while 167 added to existing stakes and 87 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $89.6M. The largest seller was BlackRock, cutting an estimated $54.9M.

  • 387 institutional investors held EPR Properties (EPR) as of Q1 2025, up from 363 in Q4 2024.
  • Funds reported $3.07B of EPR Properties stock for Q1 2025, up 29% quarter-over-quarter.
  • 70 funds opened new EPR Properties positions in Q1 2025 and 40 closed out, a net change of +30 holders.
  • The largest EPR Properties buyer in Q1 2025 was Deutsche Bank, an estimated $89.6M added.
  • The largest EPR Properties seller in Q1 2025 was BlackRock, an estimated $54.9M sold.

Based on aggregated 13F filings for Q1 2025.