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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
TRCT
301
Tower Research Capital (TRC)
New York
$86.1K -$424K -8,649 -84%
RF
302
Rossby Financial
Florida
$85.4K +$85.4K +1,741 New
C
303
Covestor
United Kingdom
$79K -$24.3K -495 -25%
GFM
304
GF Fund Management
China
$75.4K +$2.85K +58 +4%
SPIA
305
Steward Partners Investment Advisory
New York
$74.9K +$736 +15 +1%
GWM
306
Geneos Wealth Management
Colorado
$73.9K +$35.8K +729 +139%
BBHC
307
Brown Brothers Harriman & Co
New York
$71.5K
ACM
308
Aster Capital Management
United Arab Emirates
$69.4K +$64.2K +1,308 New
IA
309
IFP Advisors
Florida
$67.3K -$26.8K -546 -30%
AAM
310
Advisors Asset Management
Colorado
$66.9K -$834 -17 -1%
NWM
311
Nova Wealth Management
Florida
$64.3K
MCM
312
MAI Capital Management
Ohio
$62.7K
EC
313
Elequin Capital
New York
$61.3K +$57.1K +1,165 New
PS
314
Principal Securities
Iowa
$57.4K
AF
315
Allworth Financial
California
$55.4K +$19.3K +393 +53%
HNB
316
Huntington National Bank
Ohio
$53.8K +$36.3K +741 +264%
AAP
317
Arax Advisory Partners
Colorado
$49.2K +$11K +224 +32%
AEPWM
318
Atlantic Edge Private Wealth Management
Florida
$44.7K +$19.6K +400 +89%
BIG
319
Brooklyn Investment Group
New York
$37.7K +$7.6K +155 +28%
HFS
320
Hantz Financial Services
Michigan
$37K +$34.4K +702 New
KHC
321
Koesten Hirschmann & Crabtree
Kansas
$31.7K
VSQM
322
V-Square Quantitative Management
Illinois
$29.3K
SIM
323
Synergy Investment Management
Florida
$28.6K -$3.34K -68 -11%
CIAM
324
Caitong International Asset Management
Hong Kong
$28.3K +$18.5K +377 +236%
CA
325
Clearstead Advisors
Ohio
$26.1K +$8.68K +177 +55%

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.