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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$582M -$8.95M -182,542 -2%
BlackRock
2
BlackRock
New York
$502M -$54.9M -1,119,313 -11%
State Street
3
State Street
Massachusetts
$209M +$894K +18,223 +0.5%
Deutsche Bank
4
Deutsche Bank
Germany
$98.6M +$89.6M +1,827,098 +3,816%
Renaissance Technologies
5
Renaissance Technologies
New York
$86.1M +$12.5M +254,300 +18%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$77.8M +$2.67M +54,418 +4%
Charles Schwab
7
Charles Schwab
California
$70.2M -$2.25M -45,936 -3%
Prudential Financial
8
Prudential Financial
New Jersey
$69.3M +$64.3M +1,311,362 +22,121%
UBS Group
9
UBS Group
Switzerland
$66.3M +$21.3M +433,809 +52%
LSV Asset Management
10
LSV Asset Management
Illinois
$66.2M +$6.31M +128,568 +11%
AQR Capital Management
11
AQR Capital Management
Connecticut
$61.9M +$16.3M +331,513 +38%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$59.1M -$1.1M -22,373 -2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$58.3M +$1.64M +33,387 +3%
American Century Companies
14
American Century Companies
Missouri
$57.5M +$298K +6,085 +0.6%
Norges Bank
15
Norges Bank
Norway
$48.9M
Northern Trust
16
Northern Trust
Illinois
$44.1M -$299K -6,087 -0.7%
Russell Investments Group
17
Russell Investments Group
United Kingdom
$43.2M +$31.9M +649,675 +378%
JP Morgan Chase
18
JP Morgan Chase
New York
$37.3M +$1.17M +23,826 +3%
Invesco
19
Invesco
Georgia
$28.8M -$3.28M -66,794 -11%
UBS AM
20
UBS AM
Illinois
$27.6M +$3.03M +61,844 +13%
Morgan Stanley
21
Morgan Stanley
New York
$27.5M -$5.62M -114,613 -18%
Legal & General Group
22
Legal & General Group
United Kingdom
$26.5M +$329K +6,716 +1%
ACM
23
Advisors Capital Management
New Jersey
$26.1M +$29.5K +601 +0.1%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$21.2M +$19.7M +402,314 New
QCM
25
Quantinno Capital Management
New York
$19.1M +$9.88M +201,365 +124%

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.