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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
QCM
76
QRG Capital Management
Illinois
$4.28M +$166K +3,383 +4%
LPL Financial
77
LPL Financial
California
$4.03M +$135K +2,753 +4%
Federated Hermes
78
Federated Hermes
Pennsylvania
$3.94M -$795K -16,204 -18%
BAM
79
Ballast Asset Management
Texas
$3.91M +$53.3K +1,086 +1%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$3.9M -$226K -4,600 -6%
NAAA
81
New Age Alpha Advisors
New York
$3.9M -$717K -14,625 -16%
OC
82
Oppenheimer & Co
New York
$3.79M +$95.3K +1,942 +3%
JF
83
Jump Financial
Illinois
$3.78M +$3.53M +71,900 New
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$3.68M -$39.5K -806 -1%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$3.67M +$332K +6,772 +11%
ZIM
86
Zacks Investment Management
Illinois
$3.46M +$3.22M +65,735 New
HSBC Holdings
87
HSBC Holdings
United Kingdom
$3.15M -$181K -3,690 -6%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.13M +$64.9K +1,324 +2%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$3.06M +$788K +16,064 +38%
Citigroup
90
Citigroup
New York
$2.97M +$609K +12,407 +28%
First Trust Advisors
91
First Trust Advisors
Illinois
$2.9M -$5M -101,893 -65%
CAU
92
Caxton Associates (UK)
$2.88M +$2.69M +54,817 New
Mitsubishi UFJ Asset Management
93
Mitsubishi UFJ Asset Management
Japan
$2.74M +$129K +2,625 +5%
NSIM
94
North Star Investment Management
Illinois
$2.66M +$98.1K +2,000 +4%
EP
95
Edgestream Partners
New Jersey
$2.47M +$2.3M +46,901 New
SOADOR
96
State of Alaska Department of Revenue
Alaska
$2.38M +$33.6K +685 +2%
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$2.36M +$122K +2,487 +6%
MIM
98
MetLife Investment Management
New Jersey
$2.33M -$34.2K -697 -2%
ETC
99
Exchange Traded Concepts
Oklahoma
$2.3M +$258K +5,250 +14%
Verition Fund Management
100
Verition Fund Management
Connecticut
$2.27M +$2.11M +43,086 New

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.