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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
SIS
326
Sound Income Strategies
Florida
$25.8K +$2.06K +42 +9%
BTI
327
Blue Trust Inc
Georgia
$23.2K -$157K -3,199 -88%
CAM
328
Costello Asset Management
Pennsylvania
$21.2K +$19.7K +402 New
NA
329
NewEdge Advisors
Louisiana
$21K +$2.45K +50 +14%
CFS
330
Compass Financial Services
Iowa
$20.2K +$294 +6 +2%
WSFS
331
Wilmington Savings Fund Society
Delaware
$19.8K
Bessemer Group
332
Bessemer Group
New Jersey
$19K +$5.05K +103 +41%
CT
333
Clearstead Trust
Maine
$18.9K +$17.6K +359 New
MG
334
Mather Group
Illinois
$18.1K +$6.67K +136 +65%
CAL
335
Capital Analysts LLC
Pennsylvania
$17K +$147 +3 +0.9%
CFB
336
Cullen/Frost Bankers
Texas
$16.4K +$15.3K +311 New
CA
337
CoreCap Advisors
Michigan
$15.8K +$1.42K +29 +11%
FDW
338
Fourth Dimension Wealth
Ohio
$15.8K
IRC
339
Investors Research Corp
Georgia
$15.8K
DIP
340
DT Investment Partners
Pennsylvania
$14.4K
SW
341
SVB Wealth
Massachusetts
$14.3K +$13.3K +272 New
SAM
342
Smartleaf Asset Management
Massachusetts
$14K
UB
343
UMB Bank
Missouri
$11.8K +$3.43K +70 +45%
AT
344
Arlington Trust
Alabama
$11.3K
WT
345
Whittier Trust
California
$11.1K
PFBT
346
Parkside Financial Bank & Trust
Missouri
$10.4K +$5.15K +105 +113%
FGAM
347
Financial Gravity Asset Management
Texas
$9.57K +$8.93K +182 New
PWMG
348
Prestige Wealth Management Group
New Jersey
$9.26K
FFA
349
Farther Finance Advisors
California
$9.16K +$3.43K +70 +67%
CI
350
CX Institutional
Indiana
$9K +$8.24K +168 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.