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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
SC
276
Savant Capital
Illinois
$224K -$648K -13,219 -76%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$224K +$209K +4,256 New
Fidelity International
278
Fidelity International
Bermuda
$221K +$83.8K +1,709 +69%
Axa
279
Axa
France
$219K -$1.6M -32,540 -89%
URS
280
Utah Retirement Systems
Utah
$218K +$203K +4,138 New
FWP
281
Family Wealth Partners
North Carolina
$215K +$200K +4,083 New
BAAM
282
Baker Avenue Asset Management
California
$209K +$195K +3,977 New
PCA
283
Pallas Capital Advisors
Massachusetts
$209K +$195K +3,970 New
SCM
284
Schnieders Capital Management
California
$208K +$194K +3,950 New
LAM
285
Longboard Asset Management
Arizona
$206K +$192K +3,919 New
KBC Group
286
KBC Group
Belgium
$189K -$7.8K -159 -4%
VIA
287
Virtus Investment Advisers
Connecticut
$181K +$169K +3,439 New
HWA
288
Heritage Wealth Advisors
Virginia
$158K
Public Employees Retirement Association of Colorado
289
Public Employees Retirement Association of Colorado
Colorado
$150K
S
290
SignatureFD
Georgia
$135K +$9.03K +184 +8%
SWM
291
Spire Wealth Management
Virginia
$123K +$11.9K +242 +12%
LC
292
Lindbrook Capital
California
$121K +$56.1K +1,143 +99%
HCA
293
Harbor Capital Advisors
Illinois
$108K +$23.7K +484 +31%
Mirae Asset Global Investments
294
Mirae Asset Global Investments
South Korea
$106K -$3.29K -67 -3%
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$102K -$6.13K -125 -6%
HI
296
Harbour Investments
Wisconsin
$101K +$1.37K +28 +1%
EWA
297
EverSource Wealth Advisors
Alabama
$99.3K +$17.6K +358 +23%
GI
298
GAMMA Investing
California
$98.4K +$36.5K +744 +66%
Jones Financial Companies
299
Jones Financial Companies
Missouri
$94.6K +$63.6K +1,296 +243%
SSA
300
SSA Swiss Advisors
$87.1K +$80.7K +1,645 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.