EPR Properties

EPR • NYSE

EPR Properties is a reit - specialty company in the real estate sector on NYSE, led by Gregory K. Silvers, with a market cap of $3.8B. As of Q3 2025, 80% of shares are held by 442 institutional investors, with VANGUARD GROUP INC as the largest holder at 14.34%.

Chief Executive Officer and PresidentGregory K. Silvers

Market Cap$3.8B

REIT - Specialty

Real Estate

Employees55.0

Websiteeprkc.com

Country

United States of America

Overview

Overview of institutional ownership in EPR as of Q3 2025 with a market cap of $4.4B

All Institutions

Institutions: 442
Value Held: $3.5B
Shares Held: 60.6M
Avg Position: $8.0M
Median Position: $611.6K

Hedge Funds

Hedge Funds: 29
Value Held: $321.3M
Shares Held: 5.6M
Avg Position: $11.1M
Median Position: $1.4M

Ownership Breakdown

Institutional (non-HF)

72.3%

$3.2B

Hedge Funds

7.28%

$321.3M

Retail & Other

20.42%

$901.6M

Based on market cap of $4.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EPR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$633.3M 0.01% of portfolio	14.34% 10.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$613.8M 0.01% of portfolio	13.90% 10.6M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$231.1M 0.01% of portfolio	5.21% 4.0M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
PRUDENTIAL FINANCIAL INC Institution	Andrew F. Sullivan CEO	$115.7M 0.14% of portfolio	2.62% 2.0M shares	≤ Q2 2013 Held for 12y 5m+	$84.1B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$90.7M 0.01% of portfolio	2.06% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$90.4M 0.01% of portfolio	2.05% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	David Gary Kabiller Founder	$86.9M 0.06% of portfolio	1.99% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$156.17B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$77.0M 0.01% of portfolio	1.74% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
L LSV ASSET MANAGEMENT Long Only Manager	Josef Nmn Lakonishok CEO	$73.7M 0.16% of portfolio	1.67% 1.3M shares	Q2 2022 Held for 3y 5m	$45.1B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$65.1M 0.01% of portfolio	1.47% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$556.34B

Net Capital Flow

Institutional buying and selling activity for EPR in Q3 2025

Traded: +$195.4M
Buyers: 242
Sellers: 159
Total Bought: +$448.4M
Total Sold: −$253.0M
Avg Position: $7.4M

Biggest Buyers

Institution	Net Bought	Current Position
B BlackRock, Inc. Institution	+$52.9M +912.0K shares	$613.8M 10.6M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$43.2M +744.2K shares	$47.3M 814.6K shares
NORTHERN TRUST CORP Institution	+$41.6M +717.7K shares	$90.7M 1.6M shares
MORGAN STANLEY RIA/Wealth	+$32.1M +553.8K shares	$63.1M 1.1M shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	+$27.9M +480.9K shares	$27.9M 480.9K shares
Invesco Ltd. ETF Provider	+$26.8M +462.4K shares	$56.7M 977.8K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	+$17.0M +293.5K shares	$52.5M 905.0K shares
AMERIPRISE FINANCIAL INC Institution	+$12.3M +211.4K shares	$21.9M 377.8K shares
Allspring Global Investments Holdings, LLC Long Only Manager	+$11.7M +200.0K shares	$11.7M 200.0K shares
JPMORGAN CHASE & CO Institution	+$11.4M +195.9K shares	$52.3M 901.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$41.3M −711.5K shares	$26.4M 455.1K shares
R Russell Investments Group, Ltd. RIA/Wealth	−$36.3M −626.1K shares	$14.6M 251.0K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$34.9M −601.8K shares	$56.6M 975.8K shares
A AMERICAN CENTURY COMPANIES INC Institution	−$20.4M −352.1K shares	$50.9M 877.7K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$13.7M −236.9K shares	$4.0M 69.1K shares
C Cyndeo Wealth Partners, LLC RIA/Wealth	−$9.4M −161.5K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$7.8M −135.3K shares	$30.5M 525.8K shares
NISA INVESTMENT ADVISORS L L C Long Only Manager	−$7.4M −126.8K shares	$2.4M 41.6K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$7.0M −121.0K shares	$1.4M 23.5K shares
U Universal- Beteiligungs- und Servicegesellschaft mbH Institution	−$5.8M −99.2K shares	$7.6M 131.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EPR in Q3 2025

New Positions: 35
New Value: $9.8M
Exited Positions: 31
Exited Value: $26.9M

New Positions

Institution	Position Value
Vestmark Advisory Solutions, Inc. Fund of Funds	$1.6M 27.9K shares
E Elo Mutual Pension Insurance Co Institution	$1.2M 20.5K shares
Friedenthal Financial RIA/Wealth	$971.1K 16.7K shares
Graham Capital Management, L.P. Hedge Fund•Multi-Strategy	$722.2K 12.5K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$624.1K 10.8K shares
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy	$569.9K 9.8K shares
E Ethic Inc. RIA/Wealth	$476.5K 8.2K shares
Hennion & Walsh Asset Management, Inc. RIA/Wealth	$456.3K 7.9K shares
Concurrent Investment Advisors, LLC RIA/Wealth	$438.7K 7.6K shares
Triumph Capital Management RIA/Wealth	$390.6K 6.7K shares

Exited Positions

Institution	Previous Position
C Cyndeo Wealth Partners, LLC RIA/Wealth	$9.4M 161.5K shares
Marshall Wace LLP Institution	$3.9M 67.8K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$3.3M 56.7K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$1.7M 29.5K shares
Jackson Creek Investment Advisors LLC Long Only Manager	$1.5M 25.9K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$1.5M 25.2K shares
Knights of Columbus Asset Advisors LLC Long Only Manager	$877.0K 15.1K shares
A AXA Institution	$765.9K 13.1K shares
SPRINGBOK CAPITAL MANAGEMENT, LLC Fund of Funds	$738.0K 12.7K shares
Massey, Quick & Co., LLC RIA/Wealth	$700.3K 12.0K shares

Options Activity

Institutions with the largest Call and Put options positions in EPR as of Q3 2025

Call Positions: 9
Call Value: $28.6M
Put Positions: 7
Put Value: $17.3M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$7.2M 1.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$6.3M 1.1K contracts
P PEAK6 LLC Institution	$4.2M 721.0 contracts
Walleye Trading LLC RIA/Wealth	$3.8M 648.0 contracts
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	$3.3M 571.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.6M 284.0 contracts
J JANE STREET GROUP, LLC Institution	$1.4M 233.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$614.9K 106.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$307.5K 53.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$9.9M 1.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.1M 874.0 contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$1.3M 224.0 contracts
J JANE STREET GROUP, LLC Institution	$417.7K 72.0 contracts
W WOLVERINE TRADING, LLC Institution	$356.1K 62.0 contracts
P PEAK6 LLC Institution	$278.4K 48.0 contracts
Walleye Trading LLC RIA/Wealth	$5.8K 1.0 contracts

Most Committed Institutions

Institutions with EPR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Ballast Asset Management, LP Long Only Manager	Ragen R Stienke Managing Partner	2.02% $4.4M	0.10% 76.3K shares	Q3 2023 Held for 2y 2m	$219.1M
1 1620 INVESTMENT ADVISORS, INC. RIA/Wealth	Todd Adams Johnston President	0.90% $1.3M	0.03% 22.9K shares	Q4 2021 Held for 3y 11m	$146.8M
WINCAP FINANCIAL LLC RIA/Wealth	Michael Patrick Collins CEO	0.66% $888.5K	0.02% 15.3K shares	Q4 2024 Held for 11 months	$133.7M
Uniplan Investment Counsel, Inc. RIA/Wealth	Kris Hunter Jamison CEO	0.62% $6.1M	0.14% 105.3K shares	Q4 2023 Held for 1y 11m	$983.7M
Friedenthal Financial RIA/Wealth	Mark Friedenthal President	0.50% $971.1K	0.02% 16.7K shares	Q3 2025 Held for 2 months	$193.7M
Midwest Professional Planners, LTD. RIA/Wealth	Scott Matthew Wallschlaeger CEO	0.50% $2.0M	0.05% 35.3K shares	Q4 2020 Held for 4y 11m	$409.9M
Convergence Investment Partners, LLC Long Only Manager	David James Abitz President	0.50% $2.2M	0.05% 38.2K shares	Q2 2025 Held for 5 months	$445.6M
MRP Capital Investments, LLC RIA/Wealth	Macarther Royster Plumart Managing Partner	0.41% $475.7K	0.01% 8.2K shares	Q4 2022 Held for 2y 11m	$116.3M
Longboard Asset Management, LP Long Only Manager	Cole Mcallister Wilcox CEO	0.36% $227.3K	0.01% 3.9K shares	Q1 2025 Held for 8 months	$62.3M
Advisors Capital Management, LLC RIA/Wealth	Charles Lieberman CIO	0.35% $28.1M	0.64% 483.5K shares	Q2 2024 Held for 1y 5m	$8.0B

Hedge Fund Spotlight

Discover hedge funds investing in EPR

ExodusPoint Capital Management, LP

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Gelband

Portfolio Value: $7.1B
Positions: 1,351
Last Reported: Q3 2025

Sector Allocation

Position in EPR Properties

Market Value: $226.6K
Shares Held: 3.9K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

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