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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
DF
376
Dunhill Financial
United Kingdom
$1.03K +$589 +12 +240%
GWSG
377
GPS Wealth Strategies Group
Colorado
$1K
RBC
378
Roble Belko & Company
Pennsylvania
$1K
TFGT
379
TS Financial Group (TSFG)
Illinois
$1K
GEA
380
Glen Eagle Advisors
New Jersey
$958
WA
381
Whipplewood Advisors
Colorado
$894 +$736 +15 +88%
BWL
382
Bogart Wealth LLC
Virginia
$846 +$785 +16 New
FMP
383
Financial Management Professionals
Texas
$684
WA
384
WPG Advisers
Maryland
$684
FP
385
Financial Perspectives
Minnesota
$421
MCM
386
MV Capital Management
Maryland
$369
CCM
387
Chilton Capital Management
Texas
$59
AWM
388
Activest Wealth Management
Florida
$53
RJA
389
Ross\Johnson & Associates
Minnesota
$52 +$49 +1 New
SA
390
Sycale Advisors
New York
-$31.9M -719,758 Closed
Los Angeles Capital Management
391
Los Angeles Capital Management
California
-$7.28M -164,326 Closed
DCM
392
Discovery Capital Management
Connecticut
-$4.99M -112,618 Closed
SSA
393
Schonfeld Strategic Advisors
New York
-$4.41M -99,571 Closed
NRD
394
Nebula Research & Development
New York
-$1.3M -29,266 Closed
PCM
395
Prelude Capital Management
New York
-$1.18M -26,714 Closed
GCP
396
GSA Capital Partners
United Kingdom
-$1.1M -24,836 Closed
BAM
397
Bastion Asset Management
Canada
-$966K -21,568 Closed
N
398
Natixis
France
-$839K -18,938 Closed
BFM
399
Boothbay Fund Management
New York
-$684K -15,442 Closed
SGI
400
Summit Global Investments
Utah
-$658K -14,851 Closed

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.