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EPR Properties

456 hedge funds and large institutions have $3.52B invested in EPR Properties in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 173 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 30

45% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $21.2M

29% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 134

9% more funds holding

Funds holding: 418456 (+38)

0.23% more ownership

Funds ownership: 79.51%79.74% (+0.23%)

0% less capital invested

Capital invested by funds: $3.52B → $3.52B (-$3.03M)

Holders
456
Holders Change
+38
Holders Change %
+9.09%
% of All Funds
5.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
71
Increased
173
Reduced
134
Closed
30
Calls
$30.8M
Puts
$21.2M
Net Calls
+$9.59M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
226
HighTower Advisors
Illinois
$617K +$55.1K +980 +10%
CIM
227
Cambria Investment Management
California
$606K +$79.2K +1,410 +16%
CL
228
Choreo LLC
Illinois
$592K +$98.8K +1,759 +21%
DADC
229
D.A. Davidson & Co
Montana
$585K +$37.8K +672 +7%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$579K +$30.2K +538 +6%
TFA
231
Teamwork Financial Advisors
Texas
$578K -$787 -14 -0.1%
JSC
232
Jackson Square Capital
California
$578K -$37.4K -666 -6%
GLF
233
Groupe la Francaise
France
$575K +$557K +9,913 New
Capstone Investment Advisors
234
Capstone Investment Advisors
New York
$570K +$552K +9,824 New
CCM
235
Coldstream Capital Management
Washington
$567K -$562 -10 -0.1%
CL
236
CSS LLC
Illinois
$564K +$547K +9,727 New
Pictet Asset Management
237
Pictet Asset Management
Switzerland
$557K -$93.4K -1,662 -15%
CGH
238
Crossmark Global Holdings
Texas
$553K +$112 +2 +0%
BCM
239
BTC Capital Management
Iowa
$552K +$54.1K +962 +11%
VCM
240
Versant Capital Management
Arizona
$549K +$27.5K +489 +5%
QCG
241
Quadrant Capital Group
Ohio
$540K -$5.62K -100 -1%
WC
242
Waterloo Capital
Texas
$534K +$3.43K +61 +0.7%
M&T Bank
243
M&T Bank
New York
$526K -$409K -7,270 -45%
BAAM
244
Baker Avenue Asset Management
California
$512K +$174K +3,105 +54%
KA
245
Kovack Advisors
Florida
$512K +$16.3K +290 +3%
BC
246
Bridgefront Capital
Texas
$510K +$208K +3,694 +72%
PCA
247
Pallas Capital Advisors
Massachusetts
$506K +$3.6K +64 +0.7%
Nomura Holdings
248
Nomura Holdings
Japan
$498K +$482K +8,585 New
EC
249
EntryPoint Capital
New York
$495K +$479K +8,529 New
X
250
Xponance
Pennsylvania
$488K -$28K -499 -6%

EPR Hedge Fund Activity: Q3 2025 in Review

456 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q3 2025, worth a combined $3.52B — down 0.09% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new EPR positions and 30 closed out — a net gain of 41 holders — while 173 added to existing stakes and 134 trimmed.

The largest buyer was BlackRock, adding an estimated $51.2M. The largest seller was Deutsche Bank, cutting an estimated $113M.

  • 456 institutional investors held EPR Properties (EPR) as of Q3 2025, up from 418 in Q2 2025.
  • Funds reported $3.52B of EPR Properties stock for Q3 2025, down 0.09% quarter-over-quarter.
  • 71 funds opened new EPR Properties positions in Q3 2025 and 30 closed out, a net change of +41 holders.
  • The largest EPR Properties buyer in Q3 2025 was BlackRock, an estimated $51.2M added.
  • The largest EPR Properties seller in Q3 2025 was Deutsche Bank, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2025.