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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
COPPSERS
101
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.23M +$67.6K +1,378 +3%
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$2.19M
Amundi
103
Amundi
France
$2.18M +$128K +2,604 +6%
Creative Planning
104
Creative Planning
Kansas
$2.16M +$569K +11,601 +39%
WCM
105
Wedge Capital Management
North Carolina
$2.12M +$389K +7,935 +24%
Mariner
106
Mariner
Kansas
$2.12M +$9.27K +189 +0.5%
XT
107
XTX Topco
Cayman Islands
$2.09M +$1.95M +39,655 New
KTA
108
Keeley-Teton Advisors
Illinois
$2.07M -$23.7K -484 -1%
MOACM
109
Mutual of America Capital Management
New York
$2.05M -$50.4K -1,027 -3%
PA
110
PFG Advisors
Arizona
$2.05M -$3.29K -67 -0.2%
AB
111
Amalgamated Bank
New York
$1.85M -$39.2K -799 -2%
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$1.8M +$65.2K +1,330 +4%
VRS
113
Virginia Retirement Systems
Virginia
$1.8M +$1.67M +34,132 New
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$1.77M +$166K +3,377 +11%
MPPLM
115
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.73M +$412K +8,404 +34%
Arrowstreet Capital
116
Arrowstreet Capital
Massachusetts
$1.73M +$1.61M +32,793 New
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$1.71M -$142K -2,900 -8%
RAM
118
Resona Asset Management
Japan
$1.71M +$144K +2,937 +10%
KIM
119
Kestra Investment Management
Texas
$1.71M +$922K +18,794 +138%
PDN
120
Pensionfund DSM Netherlands
Netherlands
$1.63M -$123K -2,500 -7%
Stifel Financial
121
Stifel Financial
Missouri
$1.62M -$39K -795 -3%
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$1.55M +$140K +2,848 +11%
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$1.53M
Fidelity Investments
124
Fidelity Investments
Massachusetts
$1.49M +$96.1K +1,959 +7%
HW
125
Hancock Whitney
Mississippi
$1.46M +$53.5K +1,091 +4%

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.