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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
JG
126
Jain Global
New York
$1.94M -$840K -14,952 -31%
RAM
127
Resona Asset Management
Japan
$1.93M +$172K +3,061 +10%
Janus Henderson Group
128
Janus Henderson Group
United Kingdom
$1.92M
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$1.89M -$101K -1,800 -5%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$1.86M -$2.1M -37,405 -54%
PDN
131
Pensionfund DSM Netherlands
Netherlands
$1.8M
Osaic Holdings
132
Osaic Holdings
Arizona
$1.76M +$263K +4,678 +18%
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$1.75M -$54K -961 -3%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$1.72M +$33.4K +595 +2%
QCM
135
QRG Capital Management
Illinois
$1.64M -$3.66M -65,201 -70%
GC
136
Globeflex Capital
California
$1.64M
SCM
137
Sterling Capital Management
North Carolina
$1.64M -$18.5K -329 -1%
HW
138
Hancock Whitney
Mississippi
$1.64M -$3.03K -54 -0.2%
MYIA
139
Mount Yale Investment Advisors
Colorado
$1.63M +$1.57M +27,884 +111,536%
VAS
140
Vestmark Advisory Solutions
Massachusetts
$1.62M +$1.57M +27,909 New
AssetMark Inc
141
AssetMark Inc
California
$1.61M +$657K +11,696 +73%
HF
142
HRT Financial
New York
$1.57M -$2.05M -36,424 -57%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$1.51M +$61.4K +1,092 +4%
Lazard Asset Management
144
Lazard Asset Management
New York
$1.5M +$116K +2,063 +9%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$1.46M
PCM
146
Penserra Capital Management
California
$1.46M +$47K +836 +3%
VI
147
Versor Investments
New York
$1.44M +$196K +3,483 +16%
YCM
148
Yousif Capital Management
Michigan
$1.4M -$83.9K -1,493 -6%
Balyasny Asset Management
149
Balyasny Asset Management
Illinois
$1.39M +$1.35M +24,027 New
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$1.36M -$6.8M -121,003 -84%

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.