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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
BWL
401
Bogart Wealth LLC
Virginia
$1.19K +$211 +4 +25%
GWSG
402
GPS Wealth Strategies Group
Colorado
$1.11K
GEA
403
Glen Eagle Advisors
New Jersey
$1.08K +$53 +1 +6%
TFGT
404
TS Financial Group (TSFG)
Illinois
$1K
NS
405
NBC Securities
Alabama
$1K +$1.69K +32 New
SIC
406
SJS Investment Consulting
Ohio
$991 +$896 +17 New
WA
407
Whipplewood Advisors
Colorado
$990 -$790 -15 -47%
CH
408
Cromwell Holdings
Wyoming
$820 +$738 +14 New
FMP
409
Financial Management Professionals
Texas
$761
WA
410
WPG Advisers
Maryland
$757
BFS
411
Bare Financial Services
Pennsylvania
$699 +$632 +12 New
RWM
412
Rialto Wealth Management
New York
$583 +$527 +10 New
PWA
413
Physician Wealth Advisors
Utah
$525 +$474 +9 New
FP
414
Financial Perspectives
Minnesota
$466
MCM
415
MV Capital Management
Maryland
$408
CIA
416
Cape Investment Advisory
Georgia
$177 +$158 +3 New
TIM
417
Total Investment Management
Arizona
$66 +$53 +1 New
RJA
418
Ross\Johnson & Associates
Minnesota
$58
PCM
419
Penn Capital Management
Pennsylvania
-$15.4M -291,609 Closed
LIP
420
Lighthouse Investment Partners
Florida
-$8.4M -159,700 Closed
CF
421
Corebridge Financial
Texas
-$4.4M -83,642 Closed
JF
422
Jump Financial
Illinois
-$3.78M -71,900 Closed
XT
423
XTX Topco
Cayman Islands
-$2.09M -39,655 Closed
Arrowstreet Capital
424
Arrowstreet Capital
Massachusetts
-$1.73M -32,793 Closed
AIMCA
425
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$1.4M -26,700 Closed

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.