We are live on ! Find out more
EPR icon

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
TCOV
426
Trust Company of Vermont
Vermont
$3.83K
FMII
427
Farmers & Merchants Investments Inc
Nebraska
$3.77K
RWS
428
Retirement Wealth Solutions
Wisconsin
$3.65K +$3.54K +63 New
BBHC
429
Brown Brothers Harriman & Co
New York
$3.42K
CT
430
Colonial Trust
South Carolina
$3.23K +$3.15K +56 New
BCM
431
Boreal Capital Management
Florida
$2.92K
HWA
432
Heartwood Wealth Advisors
Virginia
$2.67K +$2.58K +46 New
IWM
433
IMG Wealth Management
Florida
$2.44K +$2.36K +42 New
SS
434
Sunbelt Securities
Texas
$2.32K -$447K -7,960 -100%
RBC
435
Roble Belko & Company
Pennsylvania
$2K
BGAI
436
Bruce G. Allen Investments
Colorado
$1.8K
MHIP
437
Mountain Hill Investment Partners
New Jersey
$1.65K
AIC
438
Archer Investment Corporation
Indiana
$1.6K +$56 +1 +4%
S
439
Sachetta
Massachusetts
$1.28K
BWL
440
Bogart Wealth LLC
Virginia
$1.2K +$56 +1 +5%
PWA
441
Physician Wealth Advisors
Utah
$1.16K +$618 +11 +122%
GWSG
442
GPS Wealth Strategies Group
Colorado
$1.1K
AA
443
Ancora Advisors
Ohio
$1.1K +$1.07K +19 New
GEA
444
Glen Eagle Advisors
New Jersey
$1.09K
TFGT
445
TS Financial Group (TSFG)
Illinois
$1K
RIL
446
Rothschild Investment LLC
Illinois
$928 +$899 +16 New
CH
447
Cromwell Holdings
Wyoming
$817
FMP
448
Financial Management Professionals
Texas
$758
WA
449
WPG Advisers
Maryland
$754
CPG
450
Cornerstone Planning Group
New Jersey
$735 +$843 +15 New

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.