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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
WT
401
Whittier Trust
California
$12.1K
C
402
Covestor
United Kingdom
$12K -$3.2K -57 -22%
PFBT
403
Parkside Financial Bank & Trust
Missouri
$11.7K
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$10.7K
PWMG
405
Prestige Wealth Management Group
New Jersey
$10.2K
CI
406
CX Institutional
Indiana
$10K +$56 +1 +0.6%
MPW
407
MASECO Private Wealth
$8.73K +$169 +3 +2%
CA
408
Crewe Advisors
Utah
$7.95K
VFM
409
Vision Financial Markets
Connecticut
$7.4K +$112 +2 +2%
TFA
410
Transamerica Financial Advisors
Florida
$7.36K +$7.14K +127 New
BIA
411
Bell Investment Advisors
California
$6.67K -$2.19K -39 -25%
MFT
412
Moisand Fitzgerald Tamayo
Florida
$6.44K
CFS
413
Compass Financial Services
Iowa
$6.35K +$56 +1 +0.9%
TCM
414
TD Capital Management
Tennessee
$5.85K
SGK
415
Steigerwald Gordon & Koch
Virginia
$5.8K +$5.62K +100 New
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$5.51K -$112 -2 -2%
EWP
417
Elevation Wealth Partners
California
$5.45K +$5.28K +94 New
WWA
418
Wealth Watch Advisors
Colorado
$5.16K +$5K +89 New
NEWAS
419
N.E.W. Advisory Services
Wisconsin
$4.82K
Rockefeller Capital Management
420
Rockefeller Capital Management
New York
$4.53K +$4.38K +78 New
LI
421
LRI Investments
Florida
$4.35K
MTIC
422
Missouri Trust & Investment Company
Missouri
$4.35K
CSB
423
City State Bank
Iowa
$4.35K +$4.21K +75 New
FFA
424
Frazier Financial Advisors
Ohio
$4.26K +$4.1K +73 New
CAL
425
Capital Advisors Ltd
Ohio
$4K

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.