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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
MF
126
Magnetar Financial
Illinois
$1.72M +$1.55M +29,479 New
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$1.7M
N
128
Natixis
France
$1.69M +$1.53M +29,032 New
PFSRSONJ
129
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.67M +$52.4K +994 +4%
SCM
130
Sterling Capital Management
North Carolina
$1.67M +$53.9K +1,024 +4%
HW
131
Hancock Whitney
Mississippi
$1.65M +$23.4K +444 +2%
GC
132
Globeflex Capital
California
$1.65M +$367K +6,959 +33%
DAS
133
Diversify Advisory Services
Utah
$1.64M +$750K +14,245 +86%
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$1.56M +$535K +10,160 +63%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$1.52M +$196K +3,712 +17%
Osaic Holdings
136
Osaic Holdings
Arizona
$1.52M +$190K +3,612 +16%
JCIA
137
Jackson Creek Investment Advisors
Colorado
$1.51M +$1.36M +25,900 New
EGM
138
Engineers Gate Manager
New York
$1.51M -$20.4K -387 -1%
YCM
139
Yousif Capital Management
Michigan
$1.49M -$16.5K -313 -1%
TRSOTSOK
140
Teachers Retirement System of the State of Kentucky
Kentucky
$1.47M
QT
141
Quantbot Technologies
New York
$1.46M -$69.2K -1,313 -5%
IIM
142
INTECH Investment Management
Florida
$1.43M +$46.3K +879 +4%
PCM
143
Penserra Capital Management
California
$1.42M -$26.8K -509 -2%
Lazard Asset Management
144
Lazard Asset Management
New York
$1.38M +$21.3K +404 +2%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$1.38M +$763K +14,483 +157%
Millennium Management
146
Millennium Management
New York
$1.35M +$78.3K +1,487 +7%
Handelsbanken Fonder
147
Handelsbanken Fonder
Sweden
$1.35M -$10.5K -200 -0.9%
1IA
148
1620 Investment Advisors
Massachusetts
$1.33M +$405K +7,696 +51%
CCIA
149
Campbell & Co Investment Adviser
Maryland
$1.33M -$110K -2,086 -8%
KK
150
KLP Kapitalforvaltning
Norway
$1.31M +$63.2K +1,200 +6%

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.