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EPR Properties

418 hedge funds and large institutions have $3.52B invested in EPR Properties in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 170 increasing their positions, 114 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 38

49% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 114

45% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $16.2M

15% more capital invested

Capital invested by funds: $3.07B → $3.52B (+$451M)

8% more funds holding

Funds holding: 387418 (+31)

2.74% more ownership

Funds ownership: 76.77%79.51% (+2.7%)

Holders
418
Holders Change
+31
Holders Change %
+8.01%
% of All Funds
5.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
73
Increased
170
Reduced
114
Closed
38
Calls
$23.4M
Puts
$16.2M
Net Calls
+$7.28M
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$4.89M +$754K +14,322 +21%
Sumitomo Mitsui Trust Group
77
Sumitomo Mitsui Trust Group
Japan
$4.84M -$41.2K -782 -0.9%
NAAA
78
New Age Alpha Advisors
New York
$4.79M +$429K +8,146 +11%
SO
79
STRS Ohio
Ohio
$4.51M -$4.62M -87,735 -53%
BAM
80
Ballast Asset Management
Texas
$4.33M
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$4.32M -$5.37K -102 -0.1%
Citadel Advisors
82
Citadel Advisors
Florida
$4.1M -$13.4M -253,971 -78%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$4.08M
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$4.05M +$1.89M +35,839 +107%
Marshall Wace
85
Marshall Wace
United Kingdom
$3.95M +$3.57M +67,761 New
HSBC Holdings
86
HSBC Holdings
United Kingdom
$3.76M +$245K +4,644 +8%
HF
87
HRT Financial
New York
$3.7M +$3.35M +63,580 New
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$3.61M +$205K +3,894 +7%
Mariner
89
Mariner
Kansas
$3.57M +$1.1M +20,926 +52%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.3M -$155K -2,938 -5%
Verition Fund Management
91
Verition Fund Management
Connecticut
$3.27M +$690K +13,105 +30%
SEI Investments
92
SEI Investments
Pennsylvania
$3.25M -$5.78M -109,636 -66%
Voloridge Investment Management
93
Voloridge Investment Management
Florida
$3.18M +$2.88M +54,633 New
Mitsubishi UFJ Asset Management
94
Mitsubishi UFJ Asset Management
Japan
$3.17M +$130K +2,476 +5%
OC
95
Oppenheimer & Co
New York
$2.97M -$1.11M -21,033 -29%
NSIM
96
North Star Investment Management
Illinois
$2.95M
JG
97
Jain Global
New York
$2.82M -$7.99M -151,635 -76%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$2.8M +$1.04M +19,745 +70%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$2.75M +$125K +2,369 +5%
KIM
100
Kestra Investment Management
Texas
$2.74M +$932K +17,694 +55%

EPR Hedge Fund Activity: Q2 2025 in Review

418 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2025, worth a combined $3.52B — up 15% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new EPR positions and 38 closed out — a net gain of 35 holders — while 170 added to existing stakes and 114 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $40.3M. The largest seller was UBS Group, cutting an estimated $21.7M.

  • 418 institutional investors held EPR Properties (EPR) as of Q2 2025, up from 387 in Q1 2025.
  • Funds reported $3.52B of EPR Properties stock for Q2 2025, up 15% quarter-over-quarter.
  • 73 funds opened new EPR Properties positions in Q2 2025 and 38 closed out, a net change of +35 holders.
  • The largest EPR Properties buyer in Q2 2025 was Wellington Management Group, an estimated $40.3M added.
  • The largest EPR Properties seller in Q2 2025 was UBS Group, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2025.