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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
USCWA
301
U.S. Capital Wealth Advisors
Texas
$260K +$252K +4,478 New
AIA
302
Affinity Investment Advisors
California
$255K
HIP
303
HUB Investment Partners
Texas
$254K +$16K +285 +7%
RG
304
Renaissance Group
Kentucky
$250K -$7.36K -131 -3%
C
305
Certuity
Florida
$244K +$236K +4,207 New
BFM
306
Boothbay Fund Management
New York
$232K +$225K +4,001 New
URS
307
Utah Retirement Systems
Utah
$232K
JWCA
308
J.W. Cole Advisors
Florida
$229K -$16.4K -291 -7%
SCM
309
Schnieders Capital Management
California
$229K
LAM
310
Longboard Asset Management
Arizona
$227K
ECM
311
ExodusPoint Capital Management
New York
$227K +$219K +3,906 New
SCP
312
Sivia Capital Partners
California
$226K -$38.9K -693 -15%
WPC
313
Wedmont Private Capital
Pennsylvania
$225K +$230K +4,087 New
TCM
314
TT Capital Management
California
$222K -$5.62K -100 -3%
HWM
315
Hohimer Wealth Management
Washington
$221K +$5.73K +102 +3%
Mackenzie Financial
316
Mackenzie Financial
Ontario, Canada
$218K -$59.6K -1,061 -22%
EP
317
Essential Partners
California
$218K +$55K +979 +35%
SFA
318
Sequoia Financial Advisors
Ohio
$217K +$210K +3,736 New
P
319
Pitcairn
Pennsylvania
$216K -$45.4K -808 -18%
KFSC
320
Keystone Financial Services (Colorado)
Colorado
$213K +$5.67K +101 +3%
SWP
321
Stratos Wealth Partners
Ohio
$212K +$112 +2 +0.1%
GRP
322
Global Retirement Partners
California
$211K -$38.5K -686 -16%
NB
323
Norinchukin Bank
Japan
$209K -$1.57K -28 -0.8%
1C
324
111 Capital
France
$205K +$199K +3,539 New
SLAM
325
Swiss Life Asset Management
$205K +$198K +3,529 New

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.