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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
II
176
IFM Investors
Australia
$795K -$113K -2,296 -13%
AIP
177
Ameritas Investment Partners
Nebraska
$784K -$13.2K -269 -2%
VanEck Associates
178
VanEck Associates
New York
$781K +$29.2K +595 +4%
HH
179
Hilltop Holdings
Texas
$759K +$123K +2,506 +21%
M&T Bank
180
M&T Bank
New York
$758K +$117K +2,389 +20%
RFN
181
RDA Financial Network
Iowa
$755K +$20.9K +427 +3%
SG Americas Securities
182
SG Americas Securities
New York
$740K +$690K +14,073 New
Pacer Advisors
183
Pacer Advisors
Pennsylvania
$738K -$38.5K -784 -5%
TYCC
184
Texas Yale Capital Corp
Florida
$729K +$4.91K +100 +0.7%
Victory Capital Management
185
Victory Capital Management
Texas
$727K -$10K -204 -1%
KPWS
186
Kestra Private Wealth Services
Texas
$721K -$1.42K -29 -0.2%
D.E. Shaw & Co
187
D.E. Shaw & Co
New York
$699K +$652K +13,287 New
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$691K -$179K -3,639 -22%
GC
189
Guggenheim Capital
Illinois
$683K +$64.9K +1,324 +11%
AssetMark Inc
190
AssetMark Inc
California
$665K +$41K +836 +7%
SIC
191
Samalin Investment Counsel
New York
$650K -$61.2K -1,248 -9%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$643K -$22K -449 -4%
GLF
193
Groupe la Francaise
France
$623K -$22.6K -461 -4%
LAM
194
LECAP Asset Management
United Kingdom
$612K +$101K +2,054 +21%
MWM
195
Maridea Wealth Management
New York
$606K +$245 +5 +0%
ET
196
Entropy Technologies
New York
$599K +$558K +11,377 New
WS
197
Wedbush Securities
California
$594K -$11.9K -243 -2%
MNBTD
198
Moody National Bank Trust Division
Texas
$586K +$589 +12 +0.1%
TFA
199
Teamwork Financial Advisors
Texas
$578K +$14.5K +295 +3%
JSC
200
Jackson Square Capital
California
$571K +$532K +10,848 New

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.