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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
Aberdeen Group
26
Aberdeen Group
United Kingdom
$19.1M +$16.8M +341,668 +1,361%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$17.7M +$925K +18,854 +6%
Allianz Asset Management
28
Allianz Asset Management
Germany
$17.3M +$8.14M +165,904 +102%
Citadel Advisors
29
Citadel Advisors
Florida
$17.1M +$9.2M +187,576 +137%
Raymond James Financial
30
Raymond James Financial
Florida
$16.2M +$581K +11,854 +4%
PCM
31
Penn Capital Management
Pennsylvania
$15.4M +$19.9K +406 +0.1%
Bank of America
32
Bank of America
North Carolina
$12.4M +$5.15M +105,047 +80%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$12.1M -$338K -6,887 -3%
Barclays
34
Barclays
United Kingdom
$11.7M +$5.33M +108,684 +95%
Ameriprise
35
Ameriprise
Minnesota
$11M +$953K +19,430 +10%
Universal-Beteiligungs- und Servicegesellschaft
36
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.9M +$5.29M +107,852 +108%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$10.9M -$1.42M -28,962 -12%
Two Sigma Investments
38
Two Sigma Investments
New York
$10.7M +$9.94M +202,593 New
JG
39
Jain Global
New York
$10.5M +$9.81M +200,011 New
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$10M +$1.06M +21,562 +13%
N
41
Nuveen
North Carolina
$9.7M -$5.54M -113,029 -38%
Principal Financial Group
42
Principal Financial Group
Iowa
$9.17M +$34.3K +699 +0.4%
Nisa Investment Advisors
43
Nisa Investment Advisors
Missouri
$8.83M +$5.92M +120,755 +259%
SEI Investments
44
SEI Investments
Pennsylvania
$8.7M +$1.02M +20,750 +14%
SO
45
STRS Ohio
Ohio
$8.69M -$1.89M -38,449 -19%
LIP
46
Lighthouse Investment Partners
Florida
$8.4M +$2.49M +50,700 +47%
CWP
47
Cyndeo Wealth Partners
Florida
$8.15M +$438K +8,922 +6%
AAMU
48
APG Asset Management US
New York
$7.99M +$7.49M +152,729 New
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$7.99M
Swiss National Bank
50
Swiss National Bank
Switzerland
$7.72M -$108K -2,200 -1%

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.