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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
Allianz Asset Management
26
Allianz Asset Management
Germany
$25.3M +$1.89M +33,696 +8%
Bank of America
27
Bank of America
North Carolina
$22.4M +$7.74M +137,778 +55%
Ameriprise
28
Ameriprise
Minnesota
$21.9M +$11.9M +211,366 +127%
AAMU
29
APG Asset Management US
New York
$16.8M
Barclays
30
Barclays
United Kingdom
$16.4M +$6.81M +121,212 +75%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$14.6M -$35.2M -626,059 -71%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$14.2M +$809K +14,395 +6%
Verition Fund Management
33
Verition Fund Management
Connecticut
$13.5M +$9.94M +176,847 +315%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$12.7M -$488K -8,684 -4%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$12.1M +$8.12M +144,488 +224%
VRS
36
Virginia Retirement Systems
Virginia
$11.8M +$2.99M +53,200 +35%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$11.7M +$11.2M +200,037 New
Daiwa Securities Group
38
Daiwa Securities Group
Japan
$11.3M +$700K +12,465 +7%
JAM
39
Jupiter Asset Management
United Kingdom
$11.2M +$10.9M +193,797 New
Goldman Sachs
40
Goldman Sachs
New York
$11.2M +$5.33M +94,845 +97%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$11.1M +$1.55M +27,560 +17%
Franklin Resources
42
Franklin Resources
California
$10.7M +$2.38M +42,414 +30%
Principal Financial Group
43
Principal Financial Group
Iowa
$9.81M -$186K -3,315 -2%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$9.79M -$36.2K -645 -0.4%
N
45
Nuveen
North Carolina
$9.46M -$170K -3,026 -2%
Asset Management One
46
Asset Management One
Japan
$9.38M -$103K -1,832 -1%
First Trust Advisors
47
First Trust Advisors
Illinois
$9.34M -$1.63M -28,955 -15%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$8.9M +$2.28M +40,585 +36%
AllianceBernstein
49
AllianceBernstein
Tennessee
$8.86M +$2.3M +40,952 +37%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$8.63M +$7.69M +136,908 +1,162%

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.