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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
PWP
251
Pursue Wealth Partners
California
$362K
MCI
252
MRP Capital Investments
Georgia
$356K +$43.1K +819 +15%
SS
253
Sunbelt Securities
Texas
$354K +$421K +8,000 New
ECM
254
Evergreen Capital Management
Washington
$351K +$34.1K +647 +12%
CBOR
255
Community Bank of Raymore
Missouri
$347K
JIR
256
James Investment Research
Ohio
$344K
EWA
257
EP Wealth Advisors
California
$343K +$52.8K +1,003 +21%
BAAM
258
Baker Avenue Asset Management
California
$334K +$92.1K +1,749 +44%
SAM
259
Securian Asset Management
Minnesota
$334K
MFG
260
Merit Financial Group
Georgia
$330K +$299K +5,671 New
CP
261
Camelot Portfolios
Ohio
$320K -$158 -3 -0.1%
MCM
262
Monument Capital Management
Virginia
$315K +$285K +5,413 New
PCG
263
Prosperity Consulting Group
Maryland
$314K -$10.5K -200 -4%
PTC
264
Private Trust Company
Ohio
$310K
HFM
265
Harvest Fund Management
China
$303K +$274K +5,195 New
VU
266
Vanderbilt University
Tennessee
$302K -$6.58K -125 -2%
BC
267
Bridgefront Capital
Texas
$297K +$269K +5,105 New
PAM
268
Panagora Asset Management
Massachusetts
$291K -$896 -17 -0.3%
EWA
269
EverSource Wealth Advisors
Alabama
$290K +$163K +3,094 +164%
Jane Street
270
Jane Street
New York
$287K -$4.54M -86,268 -95%
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$281K +$7.74K +147 +3%
B
272
Bailard
California
$280K +$253K +4,800 New
RSWM
273
Robertson Stephens Wealth Management
California
$275K
SA
274
Sanctuary Advisors
Indiana
$270K -$38.9K -738 -14%
SCP
275
Sivia Capital Partners
California
$268K +$242K +4,593 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.