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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
MCI
251
MRP Capital Investments
Georgia
$279K +$41.7K +850 +19%
CG
252
Caprock Group
Idaho
$276K +$255K +5,208 New
CFO
253
Callan Family Office
Pennsylvania
$275K -$41.3K -841 -14%
AA
254
ALPS Advisors
Colorado
$274K -$80.2K -1,635 -24%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$271K +$5.45K +111 +2%
P
256
Pitcairn
Pennsylvania
$270K +$24.5K +500 +11%
PAM
257
Panagora Asset Management
Massachusetts
$263K
A
258
AlphaQuest
New York
$260K -$1.48M -30,255 -86%
OL
259
Optas LLC
Texas
$258K +$240K +4,899 New
EWA
260
EP Wealth Advisors
California
$257K +$16.4K +335 +7%
CPIG
261
Chicago Partners Investment Group
Illinois
$254K +$247K +5,043 New
USAA
262
United Services Automobile Association
Texas
$251K +$238K +4,853 New
RSWM
263
Robertson Stephens Wealth Management
California
$249K
IPW
264
Impact Partnership Wealth
Georgia
$247K -$73.3K -1,495 -24%
Mackenzie Financial
265
Mackenzie Financial
Ontario, Canada
$246K +$229K +4,675 New
CIBC Private Wealth Group
266
CIBC Private Wealth Group
Georgia
$244K -$9.37K -191 -3%
AWS
267
Atria Wealth Solutions
New York
$243K -$18.3K -373 -7%
PS
268
Presima Securities
Quebec, Canada
$241K +$224K +4,573 New
RG
269
Renaissance Group
Kentucky
$240K +$224K +4,568 New
CIS
270
Custom Index Systems
New York
$239K +$223K +4,550 New
FPAS
271
Focus Partners Advisor Solutions
Missouri
$239K +$223K +4,536 New
JWCA
272
J.W. Cole Advisors
Florida
$238K +$222K +4,522 New
BIG
273
Brookwood Investment Group
Arizona
$234K +$218K +4,446 New
AIA
274
Affinity Investment Advisors
California
$232K +$217K +4,416 New
SQA
275
Simon Quick Advisors
New Jersey
$226K +$211K +4,305 New

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.