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EPR Properties

418 hedge funds and large institutions have $3.52B invested in EPR Properties in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 170 increasing their positions, 114 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

49% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 114

45% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $16.2M

15% more capital invested

Capital invested by funds: $3.07B → $3.52B (+$451M)

8% more funds holding

Funds holding: 387418 (+31)

2.74% more ownership

Funds ownership: 76.77%79.51% (+2.7%)

Holders
418
Holders Change
+31
Holders Change %
+8.01%
% of All Funds
5.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
73
Increased
170
Reduced
114
Closed
38
Calls
$23.4M
Puts
$16.2M
Net Calls
+$7.28M
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
326
SSA Swiss Advisors
$96.2K
RF
327
Rossby Financial
Florida
$92K -$8.53K -162 -9%
Mirae Asset Global Investments
328
Mirae Asset Global Investments
South Korea
$91.8K -$24.8K -470 -23%
SPIA
329
Steward Partners Investment Advisory
New York
$86.3K +$3.11K +59 +4%
GFM
330
GF Fund Management
China
$78.2K -$4.85K -92 -6%
MCM
331
MAI Capital Management
Ohio
$75.6K +$5.58K +106 +9%
AAP
332
Arax Advisory Partners
Colorado
$72.8K +$16.5K +314 +34%
HFS
333
Hantz Financial Services
Michigan
$66K +$22.7K +431 +61%
BIG
334
Brooklyn Investment Group
New York
$62.5K +$18.8K +357 +50%
FFA
335
Farther Finance Advisors
California
$61.3K +$46.2K +877 +501%
NWM
336
Nova Wealth Management
Florida
$58.3K -$11.7K -223 -18%
DB
337
Danske Bank
Denmark
$58.3K +$47.4K +900 +900%
AAM
338
Advisors Asset Management
Colorado
$57.6K -$14.9K -283 -22%
CFB
339
Cullen/Frost Bankers
Texas
$54.6K +$33K +627 +202%
AEPWM
340
Atlantic Edge Private Wealth Management
Florida
$53.9K +$3.95K +75 +9%
QL
341
Quarry LP
New York
$51.6K +$46.7K +886 New
GM
342
GeoWealth Management
Illinois
$51K +$46.1K +875 New
UB
343
UMB Bank
Missouri
$43.3K +$27.3K +519 +232%
GWM
344
Geneos Wealth Management
Colorado
$42.4K -$27.7K -525 -42%
SWM
345
Spire Wealth Management
Virginia
$31.7K -$94.6K -1,795 -77%
Loomis, Sayles & Company
346
Loomis, Sayles & Company
Massachusetts
$31.6K +$28.6K +542 New
CA
347
Clearstead Advisors
Ohio
$28K -$896 -17 -3%
BTI
348
Blue Trust Inc
Georgia
$25.8K +$53 +1 +0.2%
CAM
349
Costello Asset Management
Pennsylvania
$23.4K
NA
350
NewEdge Advisors
Louisiana
$23.3K

EPR Hedge Fund Activity: Q2 2025 in Review

418 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2025, worth a combined $3.52B — up 15% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new EPR positions and 38 closed out — a net gain of 35 holders — while 170 added to existing stakes and 114 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $40.3M. The largest seller was UBS Group, cutting an estimated $21.7M.

  • 418 institutional investors held EPR Properties (EPR) as of Q2 2025, up from 387 in Q1 2025.
  • Funds reported $3.52B of EPR Properties stock for Q2 2025, up 15% quarter-over-quarter.
  • 73 funds opened new EPR Properties positions in Q2 2025 and 38 closed out, a net change of +35 holders.
  • The largest EPR Properties buyer in Q2 2025 was Wellington Management Group, an estimated $40.3M added.
  • The largest EPR Properties seller in Q2 2025 was UBS Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2025.