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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
Sumitomo Mitsui Trust Group
76
Sumitomo Mitsui Trust Group
Japan
$4.84M +$13.5K +241 +0.3%
LPL Financial
77
LPL Financial
California
$4.78M -$179K -3,193 -4%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$4.7M +$393K +7,002 +9%
NAAA
79
New Age Alpha Advisors
New York
$4.69M -$76.1K -1,354 -2%
BAM
80
Ballast Asset Management
Texas
$4.43M +$111K +1,975 +3%
QT
81
Quantbot Technologies
New York
$4.21M +$2.67M +47,567 +190%
N
82
Natixis
France
$4.18M +$2.42M +43,069 +148%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$4.06M +$225 +4 +0%
Raymond James Financial
84
Raymond James Financial
Florida
$4.01M -$13.3M -236,936 -77%
JFG
85
Jefferies Financial Group
New York
$3.86M +$3.74M +66,600 New
IIM
86
INTECH Investment Management
Florida
$3.83M +$2.33M +41,381 +168%
Mariner
87
Mariner
Kansas
$3.65M +$91.3K +1,625 +3%
SEI Investments
88
SEI Investments
Pennsylvania
$3.38M +$140K +2,491 +4%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$3.33M +$524K +9,319 +19%
Wells Fargo
90
Wells Fargo
California
$3.32M -$2.32M -41,201 -42%
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$3.3M +$135K +2,400 +4%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.24M -$47.8K -850 -2%
SG Americas Securities
93
SG Americas Securities
New York
$3.19M +$2.45M +43,551 +380%
Millennium Management
94
Millennium Management
New York
$3.16M +$1.76M +31,317 +135%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$3.03M +$2.39M +42,607 +439%
NSIM
96
North Star Investment Management
Illinois
$2.94M
OC
97
Oppenheimer & Co
New York
$2.91M -$46.1K -820 -2%
Jane Street
98
Jane Street
New York
$2.89M +$2.52M +44,878 +910%
Teacher Retirement System of Texas
99
Teacher Retirement System of Texas
Texas
$2.82M +$1.27M +22,533 +86%
SOADOR
100
State of Alaska Department of Revenue
Alaska
$2.82M +$201K +3,580 +8%

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.