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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
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$8.94K +$5.64K +115 +209%
BIA
352
Bell Investment Advisors
California
$8.1K
TWD
353
True Wealth Design
Ohio
$7.05K +$6.57K +134 New
VFM
354
Vision Financial Markets
Connecticut
$6.58K +$6.13K +125 New
CAL
355
Capital Advisors Ltd
Ohio
$6K +$540 +11 +10%
MFT
356
Moisand Fitzgerald Tamayo
Florida
$5.84K
QC
357
Quent Capital
New York
$5.59K
TCM
358
TD Capital Management
Tennessee
$5.3K
DB
359
Danske Bank
Denmark
$5.26K
MIM
360
Marshall Investment Management
Colorado
$4.63K +$4.32K +88 New
NEWAS
361
N.E.W. Advisory Services
Wisconsin
$4.37K +$4.07K +83 New
LI
362
LRI Investments
Florida
$3.95K
MTIC
363
Missouri Trust & Investment Company
Missouri
$3.95K
NC
364
NewSquare Capital
Pennsylvania
$3.73K +$3.48K +71 New
WBC
365
West Branch Capital
Massachusetts
$3.58K
TCOV
366
Trust Company of Vermont
Vermont
$3.47K
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$3.16K +$1.32K +27 +82%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$2.95K -$20K -408 -88%
CA
369
Crewe Advisors
Utah
$2.95K +$2.75K +56 New
PA
370
PSI Advisors
Florida
$2.63K
BGAI
371
Bruce G. Allen Investments
Colorado
$1.63K
MHIP
372
Mountain Hill Investment Partners
New Jersey
$1.45K
AIC
373
Archer Investment Corporation
Indiana
$1.41K +$49 +1 +4%
SO
374
Sierra Ocean
California
$1.21K
S
375
Sachetta
Massachusetts
$1.16K

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.