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EPR Properties

456 hedge funds and large institutions have $3.52B invested in EPR Properties in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 173 increasing their positions, 134 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 30

45% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $21.2M

29% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 134

9% more funds holding

Funds holding: 418456 (+38)

0.23% more ownership

Funds ownership: 79.51%79.74% (+0.23%)

0% less capital invested

Capital invested by funds: $3.52B → $3.52B (-$3.03M)

Holders
456
Holders Change
+38
Holders Change %
+9.09%
% of All Funds
5.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
71
Increased
173
Reduced
134
Closed
30
Calls
$30.8M
Puts
$21.2M
Net Calls
+$9.59M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$633M -$846K -15,049 -0.1%
BlackRock
2
BlackRock
New York
$614M +$51.2M +912,037 +9%
State Street
3
State Street
Massachusetts
$231M -$2.55M -45,292 -1%
Prudential Financial
4
Prudential Financial
New Jersey
$116M +$6.94M +123,556 +7%
Northern Trust
5
Northern Trust
Illinois
$90.7M +$40.3M +717,734 +85%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$90.4M +$4.55M +80,931 +5%
AQR Capital Management
7
AQR Capital Management
Connecticut
$86.9M -$1.49M -26,502 -2%
Charles Schwab
8
Charles Schwab
California
$77M +$229K +4,082 +0.3%
LSV Asset Management
9
LSV Asset Management
Illinois
$73.7M -$1.31M -23,300 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$65.1M -$611K -10,868 -1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$64M +$880K +15,667 +1%
Morgan Stanley
12
Morgan Stanley
New York
$63.1M +$31.1M +553,794 +104%
Invesco
13
Invesco
Georgia
$56.7M +$26M +462,354 +90%
Renaissance Technologies
14
Renaissance Technologies
New York
$56.6M -$33.8M -601,794 -38%
QCM
15
Quantinno Capital Management
New York
$52.5M +$16.5M +293,517 +48%
JP Morgan Chase
16
JP Morgan Chase
New York
$52.3M +$11M +195,850 +28%
American Century Companies
17
American Century Companies
Missouri
$50.9M -$19.8M -352,067 -29%
Citadel Advisors
18
Citadel Advisors
Florida
$47.3M +$41.8M +744,151 +1,057%
UBS Group
19
UBS Group
Switzerland
$46.5M -$2.68M -47,722 -6%
UBS AM
20
UBS AM
Illinois
$30.5M -$7.6M -135,279 -20%
ACM
21
Advisors Capital Management
New Jersey
$28.1M +$856K +15,230 +3%
SSA
22
Schonfeld Strategic Advisors
New York
$27.9M +$27M +480,859 New
Legal & General Group
23
Legal & General Group
United Kingdom
$26.5M -$2.79M -49,734 -10%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$26.4M -$40M -711,459 -61%
Aberdeen Group
25
Aberdeen Group
United Kingdom
$26.4M +$2.52M +44,810 +11%

EPR Hedge Fund Activity: Q3 2025 in Review

456 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q3 2025, worth a combined $3.52B — down 0.09% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new EPR positions and 30 closed out — a net gain of 41 holders — while 173 added to existing stakes and 134 trimmed.

The largest buyer was BlackRock, adding an estimated $51.2M. The largest seller was Deutsche Bank, cutting an estimated $113M.

  • 456 institutional investors held EPR Properties (EPR) as of Q3 2025, up from 418 in Q2 2025.
  • Funds reported $3.52B of EPR Properties stock for Q3 2025, down 0.09% quarter-over-quarter.
  • 71 funds opened new EPR Properties positions in Q3 2025 and 30 closed out, a net change of +41 holders.
  • The largest EPR Properties buyer in Q3 2025 was BlackRock, an estimated $51.2M added.
  • The largest EPR Properties seller in Q3 2025 was Deutsche Bank, an estimated $113M sold.

Based on aggregated 13F filings for Q3 2025.