We are live on ! Find out more
EPR icon

EPR Properties

418 hedge funds and large institutions have $3.52B invested in EPR Properties in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 170 increasing their positions, 114 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

49% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 114

45% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $16.2M

15% more capital invested

Capital invested by funds: $3.07B → $3.52B (+$451M)

8% more funds holding

Funds holding: 387418 (+31)

2.74% more ownership

Funds ownership: 76.77%79.51% (+2.7%)

Holders
418
Holders Change
+31
Holders Change %
+8.01%
% of All Funds
5.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
73
Increased
170
Reduced
114
Closed
38
Calls
$23.4M
Puts
$16.2M
Net Calls
+$7.28M
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
X
226
Xponance
Pennsylvania
$519K +$8.74K +166 +2%
Neuberger Berman Group
227
Neuberger Berman Group
New York
$511K +$48.4K +919 +12%
PCA
228
Pallas Capital Advisors
Massachusetts
$504K +$247K +4,682 +118%
BCM
229
BTC Capital Management
Iowa
$497K +$25K +475 +6%
KA
230
Kovack Advisors
Florida
$497K +$166K +3,143 +58%
GAM
231
Gotham Asset Management
New York
$494K +$446K +8,471 New
CL
232
Choreo LLC
Illinois
$492K +$123K +2,327 +38%
FAM
233
Formidable Asset Management
Ohio
$488K -$26.9K -510 -6%
Wolverine Trading
234
Wolverine Trading
Illinois
$471K +$100K +1,903 +30%
DFCM
235
Dark Forest Capital Management
Puerto Rico
$466K +$422K +8,001 New
IC
236
Inscription Capital
Texas
$455K +$411K +7,806 New
IMPI
237
Ilmarinen Mutual Pension Insurance
Finland
$437K
PA
238
Parallel Advisors
California
$436K -$3.37K -64 -0.8%
FWP
239
Family Wealth Partners
North Carolina
$436K +$179K +3,392 +83%
CFO
240
Callan Family Office
Pennsylvania
$420K +$104K +1,968 +38%
A
241
AlphaQuest
New York
$414K +$113K +2,152 +43%
BCI
242
Brinker Capital Investments
Pennsylvania
$411K +$371K +7,048 New
AWA
243
Arete Wealth Advisors
Illinois
$403K -$4.11K -78 -1%
OTPPB
244
Ontario Teachers' Pension Plan Board
Ontario, Canada
$397K
ASN
245
Advisory Services Network
Georgia
$372K +$356K +6,765 New
SFG
246
Synergy Financial Group
California
$372K +$4.64K +88 +1%
US Bancorp
247
US Bancorp
Minnesota
$371K +$42.1K +800 +14%
OL
248
Optas LLC
Texas
$370K +$76.4K +1,450 +30%
KCP
249
Kera Capital Partners
California
$370K +$334K +6,345 New
BAM
250
Byrne Asset Management
New Jersey
$367K +$332K +6,305 New

EPR Hedge Fund Activity: Q2 2025 in Review

418 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2025, worth a combined $3.52B — up 15% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new EPR positions and 38 closed out — a net gain of 35 holders — while 170 added to existing stakes and 114 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $40.3M. The largest seller was UBS Group, cutting an estimated $21.7M.

  • 418 institutional investors held EPR Properties (EPR) as of Q2 2025, up from 387 in Q1 2025.
  • Funds reported $3.52B of EPR Properties stock for Q2 2025, up 15% quarter-over-quarter.
  • 73 funds opened new EPR Properties positions in Q2 2025 and 38 closed out, a net change of +35 holders.
  • The largest EPR Properties buyer in Q2 2025 was Wellington Management Group, an estimated $40.3M added.
  • The largest EPR Properties seller in Q2 2025 was UBS Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2025.