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EPR Properties 5.75% Series C Preferred Shares

32 hedge funds and large institutions have $97.2M invested in EPR Properties 5.75% Series C Preferred Shares in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

3% more funds holding

Funds holding: 3132 (+1)

3% more capital invested

Capital invested by funds: $94.8M → $97.2M (+$2.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
12
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
Weiss Asset Management
Massachusetts
$47.3M +$10.8M +441,129 +27%
CAM
2
Camden Asset Management
California
$11.9M +$12.3K +500 +0.1%
AAI
3
Aequim Alternative Investments
California
$9.95M
BlackRock
4
BlackRock
New York
$8.68M -$603K -24,559 -6%
DG
5
DigitalBridge Group
Florida
$2.7M -$506K -20,602 -15%
UIC
6
Uniplan Investment Counsel
Wisconsin
$2.51M -$121K -4,930 -4%
DADC
7
D.A. Davidson & Co
Montana
$2.34M -$77.6K -3,160 -3%
WAM
8
Warberg Asset Management
Illinois
$2.26M +$68.3K +2,779 +3%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.82M +$59.6K +2,425 +3%
NSIM
10
North Star Investment Management
Illinois
$1.47M +$74.6K +3,035 +5%
Wells Fargo
11
Wells Fargo
California
$837K -$24.6K -1,000 -3%
TI
12
Tidal Investments
Wisconsin
$757K -$133K -5,400 -14%
WHG
13
Westwood Holdings Group
Texas
$700K
LCM
14
LDR Capital Management
New York
$632K +$7.1K +289 +1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$540K +$884 +36 +0.2%
Morgan Stanley
16
Morgan Stanley
New York
$519K -$86.2K -3,508 -13%
SM
17
Skaana Management
New York
$422K -$6.38M -259,604 -93%
WAM
18
Wolverine Asset Management
Illinois
$421K -$194K -7,911 -30%
CL
19
CSS LLC
Illinois
$259K +$281K +11,457 New
CA
20
CoreCap Advisors
Michigan
$223K +$14.5K +589 +6%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$215K
SWM
22
SeaCrest Wealth Management
New York
$213K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$183K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$65.6K -$10K -407 -12%
GAA
25
Global Assets Advisory
Florida
$57.1K +$172K +6,988 New

EPR.PRC Hedge Fund Activity: Q1 2026 in Review

32 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q1 2026, worth a combined $97.2M — up 2.5% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EPR.PRC positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Weiss Asset Management, adding an estimated $10.8M. The largest seller was Skaana Management, cutting an estimated $6.38M.

  • 32 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q1 2026, up from 31 in Q4 2025.
  • Funds reported $97.2M of EPR Properties 5.75% Series C Preferred Shares stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 3 funds opened new EPR Properties 5.75% Series C Preferred Shares positions in Q1 2026 and 2 closed out, a net change of +1 holder.
  • The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q1 2026 was Weiss Asset Management, an estimated $10.8M added.
  • The largest EPR Properties 5.75% Series C Preferred Shares seller in Q1 2026 was Skaana Management, an estimated $6.38M sold.

Based on aggregated 13F filings for Q1 2026.