We are live on ! Find out more
EPR icon

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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$7.66M +$366K +7,471 +5%
Asset Management One
52
Asset Management One
Japan
$7.14M +$1.23M +25,159 +23%
UIC
53
Uniplan Investment Counsel
Wisconsin
$7.02M -$431K -8,791 -6%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.88M -$168K -3,419 -3%
AllianceBernstein
55
AllianceBernstein
Tennessee
$6.62M +$844K +17,199 +16%
Mirae Asset Global ETFs Holdings
56
Mirae Asset Global ETFs Holdings
Hong Kong
$6.56M -$1.77M -36,076 -22%
Swedbank
57
Swedbank
Sweden
$6.47M -$2.7M -54,985 -31%
Macquarie Group
58
Macquarie Group
Australia
$6.2M +$87.5K +1,783 +2%
Daiwa Securities Group
59
Daiwa Securities Group
Japan
$6.12M +$4.47M +91,146 +363%
Canada Life
60
Canada Life
Manitoba, Canada
$5.89M +$366K +7,464 +7%
Primecap Management
61
Primecap Management
California
$5.62M -$838K -17,090 -14%
Nomura Asset Management
62
Nomura Asset Management
Japan
$5.52M +$204K +4,160 +4%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$5.13M +$3.5M +71,400 +274%
Franklin Resources
64
Franklin Resources
California
$5.08M +$1.07M +21,819 +29%
Goldman Sachs
65
Goldman Sachs
New York
$5.05M +$47.9K +976 +1%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$4.85M +$4.46K +91 +0.1%
OCBCO
67
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.83M +$4.5M +91,714 New
VOYA Investment Management
68
VOYA Investment Management
Georgia
$4.82M +$1.02M +20,814 +29%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$4.82M -$3.27M -66,586 -42%
Jane Street
70
Jane Street
New York
$4.8M +$3.24M +65,985 +262%
Wells Fargo
71
Wells Fargo
California
$4.8M +$559K +11,386 +14%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$4.56M +$491 +10 +0%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$4.49M +$4.29M +87,362 New
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$4.42M +$78K +1,591 +2%
CF
75
Corebridge Financial
Texas
$4.4M -$100K -2,042 -2%

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.