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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
DS
276
DRW Securities
Illinois
$349K +$336K +5,977 New
BAM
277
Byrne Asset Management
New Jersey
$346K -$18.7K -332 -5%
CBOR
278
Community Bank of Raymore
Missouri
$345K
US Bancorp
279
US Bancorp
Minnesota
$345K -$23.9K -425 -7%
VI
280
Vestcor Inc
New Brunswick, Canada
$336K +$325K +5,785 New
SAM
281
Securian Asset Management
Minnesota
$330K -$2.25K -40 -0.7%
CP
282
Camelot Portfolios
Ohio
$319K
KF
283
Krilogy Financial
Missouri
$319K +$361K +6,427 New
PCG
284
Prosperity Consulting Group
Maryland
$311K -$1.69K -30 -0.6%
PTC
285
Private Trust Company
Ohio
$309K +$337 +6 +0.1%
AA
286
ALPS Advisors
Colorado
$309K +$45.6K +812 +18%
TRCT
287
Tower Research Capital (TRC)
New York
$308K +$196K +3,481 +190%
Truist Financial
288
Truist Financial
North Carolina
$301K +$66.8K +1,189 +30%
PAM
289
Panagora Asset Management
Massachusetts
$289K
MCM
290
Monument Capital Management
Virginia
$279K -$33.4K -595 -11%
EWA
291
EverSource Wealth Advisors
Alabama
$278K -$10.9K -194 -4%
FDCDDQ
292
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274K +$21K +373 +9%
RSWM
293
Robertson Stephens Wealth Management
California
$274K
MOS
294
MGO One Seven
Ohio
$272K +$39.9K +710 +18%
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$271K +$44.8K +797 +21%
PS
296
Presima Securities
Quebec, Canada
$265K
ECM
297
EMC Capital Management
Texas
$265K
PAS
298
Park Avenue Securities
New York
$264K +$256K +4,559 New
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$262K -$3.15K -56 -1%
WA
300
Waverly Advisors
Alabama
$260K +$6.29K +112 +3%

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.