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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
MML Investors Services
201
MML Investors Services
Massachusetts
$568K +$156K +3,180 +42%
NAM
202
Nissay Asset Management
Japan
$563K +$12.7K +258 +2%
HighTower Advisors
203
HighTower Advisors
Illinois
$549K +$179K +3,640 +54%
GCM
204
Greenland Capital Management
New York
$526K -$750K -15,295 -60%
WC
205
Waterloo Capital
Texas
$525K -$209K -4,268 -30%
CCM
206
Coldstream Capital Management
Washington
$524K +$2.94K +60 +0.6%
ACA
207
Atlas Capital Advisors
Wyoming
$508K +$474K +9,660 New
MGP
208
Metis Global Partners
California
$505K +$44.7K +911 +10%
CGH
209
Crossmark Global Holdings
Texas
$495K +$48.4K +986 +12%
QCG
210
Quadrant Capital Group
Ohio
$494K +$300K +6,117 +187%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$487K +$190K +3,864 +72%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$481K -$42.8K -872 -9%
DADC
213
D.A. Davidson & Co
Montana
$470K +$15.2K +309 +4%
TCM
214
TT Capital Management
California
$470K -$697K -14,200 -61%
FAM
215
Formidable Asset Management
Ohio
$467K -$35.2K -717 -7%
Focus Partners Wealth
216
Focus Partners Wealth
Massachusetts
$466K +$52.1K +1,062 +14%
ECM
217
EMC Capital Management
Texas
$463K
BNP Paribas Financial Markets
218
BNP Paribas Financial Markets
France
$460K +$15.7K +320 +4%
EF
219
Empowered Funds
Pennsylvania
$460K +$39.4K +804 +10%
X
220
Xponance
Pennsylvania
$460K -$30.8K -627 -7%
VCM
221
Versant Capital Management
Arizona
$459K +$352K +7,167 +461%
Corient Private Wealth
222
Corient Private Wealth
Florida
$446K +$8.29K +169 +2%
BCM
223
BTC Capital Management
Iowa
$425K +$24.2K +494 +7%
Neuberger Berman Group
224
Neuberger Berman Group
New York
$413K +$61.1K +1,246 +19%
PA
225
Parallel Advisors
California
$397K +$56K +1,141 +18%

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.