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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
SOADOR
101
State of Alaska Department of Revenue
Alaska
$2.62M -$15.9K -302 -0.7%
ETC
102
Exchange Traded Concepts
Oklahoma
$2.57M +$22.6K +429 +1%
COPPSERS
103
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.56M +$75.9K +1,441 +3%
MIM
104
MetLife Investment Management
New Jersey
$2.51M -$58.1K -1,103 -2%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$2.43M
Federated Hermes
106
Federated Hermes
Pennsylvania
$2.32M -$1.85M -35,122 -47%
Creative Planning
107
Creative Planning
Kansas
$2.29M -$88K -1,670 -4%
GI
108
GAMCO Investors
Connecticut
$2.29M +$2.07M +39,298 New
PA
109
PFG Advisors
Arizona
$2.27M +$1.53K +29 +0.1%
STA
110
Summit Trail Advisors
New York
$2.24M +$1.07M +20,356 +113%
WCM
111
Wedge Capital Management
North Carolina
$2.22M -$119K -2,265 -6%
MOACM
112
Mutual of America Capital Management
New York
$2.2M -$60.4K -1,147 -3%
Amundi
113
Amundi
France
$2.15M -$440K -8,347 -19%
Cerity Partners
114
Cerity Partners
New York
$2.03M +$674K +12,791 +58%
Treasurer of the State of North Carolina
115
Treasurer of the State of North Carolina
North Carolina
$2.03M +$35.4K +672 +2%
AB
116
Amalgamated Bank
New York
$2.02M -$26.2K -497 -1%
MPPLM
117
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.02M +$91.2K +1,732 +5%
New York State Common Retirement Fund
118
New York State Common Retirement Fund
New York
$2.01M -$9.09M -172,606 -83%
CAU
119
Caxton Associates (UK)
$1.93M -$1.14M -21,616 -39%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$1.93M
Stifel Financial
121
Stifel Financial
Missouri
$1.84M +$47.8K +907 +3%
Pathstone Holdings
122
Pathstone Holdings
New Jersey
$1.81M +$86.1K +1,635 +6%
PDN
123
Pensionfund DSM Netherlands
Netherlands
$1.8M
RAM
124
Resona Asset Management
Japan
$1.76M -$131K -2,480 -8%
FFN
125
Focus Financial Network
Minnesota
$1.74M +$306K +5,813 +24%

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.