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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
CP
401
Covalent Partners
Massachusetts
-$554K -12,500 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
402
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$457K -10,310 Closed
Nomura Holdings
403
Nomura Holdings
Japan
-$445K -10,049 Closed
AC
404
AlphaCore Capital
California
-$410K -9,254 Closed
EAM
405
Erste Asset Management
Austria
-$399K -9,100 Closed
ASN
406
Advisory Services Network
Georgia
-$356K -8,032 Closed
SS
407
Sunbelt Securities
Texas
-$354K -8,000 Closed
Marshall Wace
408
Marshall Wace
United Kingdom
-$352K -7,948 Closed
Simplex Trading
409
Simplex Trading
Illinois
-$312K -6,356 Closed
FRM
410
Fox Run Management
Connecticut
-$281K -6,354 Closed
BC
411
Bridgefront Capital
Texas
-$281K -6,337 Closed
HCMT
412
Highland Capital Management (Tennessee)
Tennessee
-$248K -5,610 Closed
VWWMG
413
Vermillion & White Wealth Management Group
Pennsylvania
-$223K -5,032 Closed
SWP
414
Stratos Wealth Partners
Ohio
-$207K -4,679 Closed
CIC
415
Cornercap Investment Counsel
Georgia
-$200K -4,522 Closed
VEA
416
Virtus ETF Advisers
New York
-$161K -3,631 Closed
VI
417
Vestcor Inc
New Brunswick, Canada
-$98K -2,209 Closed
VWM
418
Venturi Wealth Management
Texas
-$93.7K -2,117 Closed
CFGS
419
Concourse Financial Group Securities
Alabama
-$30.1K -646 Closed
MTC
420
Matrix Trust Company
Colorado
-$20K -452 Closed
QL
421
Quarry LP
New York
-$8.9K -201 Closed
CAS
422
Coppell Advisory Solutions
Texas
-$7.21K -163 Closed
CA
423
Centerpoint Advisors
Massachusetts
-$4K -80 Closed
CT
424
Colonial Trust
South Carolina
-$2.44K -55 Closed
W
425
WealthCollab
Washington
-$1.11K -25 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.