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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
Pictet Asset Management
201
Pictet Asset Management
Switzerland
$656K -$282K -5,357 -32%
OTL
202
Oak Thistle LLC
New York
$654K +$592K +11,229 New
NAM
203
Nissay Asset Management
Japan
$651K +$24.9K +473 +4%
RA
204
RFG Advisory
Alabama
$645K +$204K +3,880 +54%
Focus Partners Wealth
205
Focus Partners Wealth
Massachusetts
$638K +$110K +2,090 +24%
SS
206
Sound Stewardship
Kansas
$636K +$279K +5,296 +94%
PMAM
207
Picton Mahoney Asset Management
Ontario, Canada
$627K +$567K +10,771 New
JSC
208
Jackson Square Capital
California
$619K -$11.7K -222 -2%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$583K +$45K +855 +9%
TFA
210
Teamwork Financial Advisors
Texas
$582K -$52.7K -1,001 -9%
CCM
211
Coldstream Capital Management
Washington
$570K -$9.32K -177 -2%
BNP Paribas Financial Markets
212
BNP Paribas Financial Markets
France
$565K +$50.2K +952 +11%
HighTower Advisors
213
HighTower Advisors
Illinois
$563K -$40.9K -776 -7%
CPIG
214
Chicago Partners Investment Group
Illinois
$559K +$238K +4,516 +90%
CGH
215
Crossmark Global Holdings
Texas
$555K +$5.74K +109 +1%
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$550K +$197K +3,730 +65%
DADC
217
D.A. Davidson & Co
Montana
$548K +$24.8K +470 +5%
QCG
218
Quadrant Capital Group
Ohio
$548K +$1.21K +23 +0.2%
SC
219
Syon Capital
California
$537K +$486K +9,218 New
HI
220
Horizon Investments
North Carolina
$535K +$486K +9,226 New
WC
221
Waterloo Capital
Texas
$533K -$43.8K -832 -8%
BC
222
Bayforest Capital
United Kingdom
$529K +$479K +9,087 New
CIM
223
Cambria Investment Management
California
$526K +$476K +9,036 New
VCM
224
Versant Capital Management
Arizona
$523K +$13.8K +262 +3%
BJL
225
Brighton Jones LLC
Washington
$520K +$470K +8,923 New

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.