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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
TWD
376
True Wealth Design
Ohio
$26.7K +$12.9K +230 +100%
SA
377
Strategic Advocates
Utah
$26.7K +$25.8K +460 New
NA
378
NewEdge Advisors
Louisiana
$26.4K +$3.09K +55 +14%
CIAM
379
Caitong International Asset Management
Hong Kong
$25.9K +$25.1K +447 New
BTI
380
Blue Trust Inc
Georgia
$25.7K +$56 +1 +0.2%
CAM
381
Costello Asset Management
Pennsylvania
$23.3K
ABWM
382
Alpine Bank Wealth Management
Colorado
$22.3K +$21.6K +385 New
CT
383
Clearstead Trust
Maine
$20.8K
MG
384
Mather Group
Illinois
$20K +$19.4K +345 New
Bessemer Group
385
Bessemer Group
New Jersey
$19K -$2.87K -51 -13%
QC
386
Quent Capital
New York
$18.7K +$18.1K +322 New
CA
387
CoreCap Advisors
Michigan
$17.8K
FDW
388
Fourth Dimension Wealth
Ohio
$17.4K
IRC
389
Investors Research Corp
Georgia
$17.4K
CA
390
Clearstead Advisors
Ohio
$16.9K -$10.6K -188 -39%
WIM
391
Westside Investment Management
California
$16.7K +$8.04K +143 +100%
SIS
392
Sound Income Strategies
Florida
$16.5K
WANY
393
Wealthspire Advisors (New York)
New York
$16.3K +$15.8K +281 New
LFG
394
Larson Financial Group
Missouri
$16.2K +$15.7K +279 New
ADL
395
Asset Dedication LLC
California
$16K +$15.5K +275 New
DIP
396
DT Investment Partners
Pennsylvania
$15.8K
SAM
397
Smartleaf Asset Management
Massachusetts
$15.5K +$8.88K +158 +141%
CAL
398
Capital Analysts LLC
Pennsylvania
$15K -$4.1K -73 -22%
AP
399
Aspect Partners
Virginia
$13.7K +$13.3K +236 New
AT
400
Arlington Trust
Alabama
$12.5K

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.