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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
TFA
351
Toth Financial Advisory
Virginia
$98.6K +$93.5K +1,664 +4,622%
Mirae Asset Global Investments
352
Mirae Asset Global Investments
South Korea
$96.7K +$5.11K +91 +6%
SSA
353
SSA Swiss Advisors
$95.4K
HI
354
Harbour Investments
Wisconsin
$94.2K -$20.2K -359 -18%
QL
355
Quarry LP
New York
$93K +$40.3K +718 +81%
GFM
356
GF Fund Management
China
$73.2K -$4.55K -81 -6%
DB
357
Danske Bank
Denmark
$72K +$13.6K +242 +24%
FFA
358
Farther Finance Advisors
California
$70.5K +$9.22K +164 +16%
MCM
359
MAI Capital Management
Ohio
$69K -$6.07K -108 -8%
HFS
360
Hantz Financial Services
Michigan
$61K -$4.33K -77 -7%
UB
361
UMB Bank
Missouri
$60.3K +$16.6K +296 +40%
SOW
362
State of Wyoming
Wyoming
$60K -$63.9K -1,137 -52%
NWM
363
Nova Wealth Management
Florida
$58K
AEPWM
364
Atlantic Edge Private Wealth Management
Florida
$58K +$4.21K +75 +8%
HFM
365
Harvest Fund Management
China
$56K -$238K -4,235 -82%
GWM
366
Geneos Wealth Management
Colorado
$52.1K +$9.61K +171 +24%
SIC
367
SJS Investment Consulting
Ohio
$50K +$47.4K +844 +4,965%
HNB
368
Huntington National Bank
Ohio
$43.7K -$54.8K -976 -56%
CFB
369
Cullen/Frost Bankers
Texas
$43.3K -$10.7K -191 -20%
BC
370
Brookfield Corp
Ontario, Canada
$41.3K +$40K +712 New
SSG
371
Summit Securities Group
New York
$34.8K +$22.5K +400 +200%
KFP
372
Kerr Financial Planning
California
$31.7K +$35.1K +625 New
SWM
373
Spire Wealth Management
Virginia
$31.6K
Loomis, Sayles & Company
374
Loomis, Sayles & Company
Massachusetts
$29.2K -$2.19K -39 -7%
AUB
375
Atlantic Union Bankshares
Virginia
$27.4K +$26.6K +473 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.