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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
FAM
251
Formidable Asset Management
Ohio
$485K
Lido Advisors
252
Lido Advisors
California
$477K +$460K +8,187 New
EI
253
Ethic Inc
New York
$477K +$462K +8,214 New
MCI
254
MRP Capital Investments
Georgia
$476K +$115K +2,050 +34%
BCI
255
Brinker Capital Investments
Pennsylvania
$466K +$55.5K +987 +14%
HWAM
256
Hennion & Walsh Asset Management
New Jersey
$456K +$442K +7,866 New
CIA
257
Concurrent Investment Advisors
Florida
$439K +$425K +7,562 New
IMPI
258
Ilmarinen Mutual Pension Insurance
Finland
$435K
ASN
259
Advisory Services Network
Georgia
$433K +$39.2K +698 +10%
PA
260
Parallel Advisors
California
$431K -$2.58K -46 -0.6%
XT
261
XTX Topco
Cayman Islands
$414K +$401K +7,145 New
KCP
262
Kera Capital Partners
California
$413K +$43.4K +773 +12%
BJL
263
Brighton Jones LLC
Washington
$409K -$106K -1,881 -21%
ECM
264
Evergreen Capital Management
Washington
$407K +$56.6K +1,008 +17%
AWA
265
Arete Wealth Advisors
Illinois
$400K -$1.18K -21 -0.3%
CFO
266
Callan Family Office
Pennsylvania
$397K -$20K -356 -5%
OTPPB
267
Ontario Teachers' Pension Plan Board
Ontario, Canada
$395K
TCM
268
Triumph Capital Management
Colorado
$391K +$378K +6,734 New
JIR
269
James Investment Research
Ohio
$388K +$44.3K +789 +13%
PFA
270
Pinnacle Family Advisors
Missouri
$386K +$374K +6,652 New
BC
271
Bayforest Capital
United Kingdom
$378K -$144K -2,570 -28%
B
272
Bailard
California
$377K +$95.5K +1,700 +35%
SFG
273
Synergy Financial Group
California
$375K +$4.55K +81 +1%
PWP
274
Pursue Wealth Partners
California
$361K
MFG
275
Merit Financial Group
Georgia
$350K +$20.1K +358 +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.