We are live on ! Find out more
EPR icon

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
STA
101
Summit Trail Advisors
New York
$2.75M +$497K +8,847 +23%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$2.7M -$30.5K -542 -1%
ETC
103
Exchange Traded Concepts
Oklahoma
$2.66M +$97K +1,727 +4%
Voloridge Investment Management
104
Voloridge Investment Management
Florida
$2.56M -$589K -10,474 -19%
IC
105
IEQ Capital
California
$2.55M -$2.3M -40,935 -48%
COPPSERS
106
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.55M +$6.97K +124 +0.3%
Cerity Partners
107
Cerity Partners
New York
$2.47M +$434K +7,721 +22%
Nisa Investment Advisors
108
Nisa Investment Advisors
Missouri
$2.43M -$7.12M -126,790 -75%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$2.42M
MIM
110
MetLife Investment Management
New Jersey
$2.39M -$105K -1,867 -4%
Creative Planning
111
Creative Planning
Kansas
$2.35M +$70.1K +1,247 +3%
Federated Hermes
112
Federated Hermes
Pennsylvania
$2.31M -$1.01K -18 -0%
A
113
AlphaQuest
New York
$2.29M +$1.82M +32,445 +457%
PA
114
PFG Advisors
Arizona
$2.26M
Stifel Financial
115
Stifel Financial
Missouri
$2.23M +$385K +6,851 +22%
CIP
116
Convergence Investment Partners
Florida
$2.21M +$938K +16,697 +78%
Amundi
117
Amundi
France
$2.11M +$104K +1,855 +5%
MPPLM
118
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.05M +$35.7K +636 +2%
FFN
119
Focus Financial Network
Minnesota
$2.04M +$302K +5,367 +18%
MOACM
120
Mutual of America Capital Management
New York
$2.04M -$150K -2,675 -7%
WCM
121
Wedge Capital Management
North Carolina
$2.03M -$174K -3,100 -8%
AB
122
Amalgamated Bank
New York
$2.01M -$1.74K -31 -0.1%
PFSRSONJ
123
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.97M +$302K +5,372 +19%
GI
124
GAMCO Investors
Connecticut
$1.95M -$319K -5,675 -14%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$1.95M -$73.6K -1,310 -4%

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.