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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
CA
376
Crewe Advisors
Utah
$7.98K +$4.27K +81 +145%
VFM
377
Vision Financial Markets
Connecticut
$7.32K +$53 +1 +0.8%
MFT
378
Moisand Fitzgerald Tamayo
Florida
$6.47K
SAM
379
Smartleaf Asset Management
Massachusetts
$6.45K -$8.32K -158 -59%
CFS
380
Compass Financial Services
Iowa
$6.28K -$14.5K -275 -72%
TCM
381
TD Capital Management
Tennessee
$5.87K
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$5.65K +$2.16K +41 +73%
NEWAS
383
N.E.W. Advisory Services
Wisconsin
$4.84K
LI
384
LRI Investments
Florida
$4.37K
MTIC
385
Missouri Trust & Investment Company
Missouri
$4.37K
NC
386
NewSquare Capital
Pennsylvania
$4.14K
CAL
387
Capital Advisors Ltd
Ohio
$4K -$2.63K -50 -41%
WBC
388
West Branch Capital
Massachusetts
$3.96K
TCOV
389
Trust Company of Vermont
Vermont
$3.85K
FMII
390
Farmers & Merchants Investments Inc
Nebraska
$3.79K +$263 +5 +8%
BBHC
391
Brown Brothers Harriman & Co
New York
$3.44K -$68.5K -1,300 -96%
BCM
392
Boreal Capital Management
Florida
$2.93K +$2.63K +50 New
TFA
393
Toth Financial Advisory
Virginia
$2.1K +$1.9K +36 New
RBC
394
Roble Belko & Company
Pennsylvania
$2K +$53 +1 +4%
BGAI
395
Bruce G. Allen Investments
Colorado
$1.81K
MHIP
396
Mountain Hill Investment Partners
New Jersey
$1.63K +$53 +1 +4%
AIC
397
Archer Investment Corporation
Indiana
$1.59K
MYIA
398
Mount Yale Investment Advisors
Colorado
$1.46K +$1.32K +25 New
SO
399
Sierra Ocean
California
$1.34K
S
400
Sachetta
Massachusetts
$1.28K

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.