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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
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$1.12M +$9.81K +200 +1%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$1.08M +$110K +2,238 +12%
PWA
153
PCG Wealth Advisors
Kansas
$1.05M +$283K +5,776 +41%
PCIA
154
Prime Capital Investment Advisors
Kansas
$1.03M +$22.1K +451 +2%
VI
155
Versor Investments
New York
$999K +$343K +7,000 +58%
TI
156
Tidal Investments
Wisconsin
$991K +$392K +7,989 +74%
BHCM
157
Brevan Howard Capital Management
Jersey
$964K +$420K +8,557 +88%
VPIM
158
Vanguard Personalized Indexing Management
California
$959K +$51.5K +1,049 +6%
SOMRS
159
State of Michigan Retirement System
Michigan
$952K +$9.81K +200 +1%
STA
160
Summit Trail Advisors
New York
$951K +$882K +17,974 New
SACTSONJ
161
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$947K
PAG
162
Private Advisor Group
New Jersey
$940K +$2.21K +45 +0.3%
DekaBank Deutsche Girozentrale
163
DekaBank Deutsche Girozentrale
Germany
$916K
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$912K
NMIMC
165
Northwestern Mutual Investment Management Company
Wisconsin
$886K +$392 +8 +0%
Pictet Asset Management
166
Pictet Asset Management
Switzerland
$874K -$354K -7,210 -30%
Wealth Enhancement Advisory Services
167
Wealth Enhancement Advisory Services
Minnesota
$848K +$41.1K +838 +5%
WF
168
WinCap Financial
Massachusetts
$820K -$6.82K -139 -0.9%
DAS
169
Diversify Advisory Services
Utah
$817K -$85.6K -1,745 -10%
PS
170
Pensionfund Sabic
Netherlands
$815K -$98.1K -2,000 -11%
KAS
171
Kestra Advisory Services
Texas
$813K +$185K +3,772 +32%
OPERF
172
Oregon Public Employees Retirement Fund
Oregon
$812K
SMDAM
173
Sumitomo Mitsui DS Asset Management
Japan
$805K
NMERB
174
New Mexico Educational Retirement Board
New Mexico
$805K
1IA
175
1620 Investment Advisors
Massachusetts
$797K +$3.68K +75 +0.5%

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.