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EPR Properties 5.75% Series C Preferred Shares

37 hedge funds and large institutions have $93.3M invested in EPR Properties 5.75% Series C Preferred Shares in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $76.7M → $93.3M (+$16.6M)

9% more funds holding

Funds holding: 3437 (+3)

6.68% more ownership

Funds ownership: 68.35%75.03% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
9
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SM
1
Skaana Management
New York
$19.6M +$5.72M +256,658 +43%
CAM
2
Camden Asset Management
California
$12.7M
BlackRock
3
BlackRock
New York
$10.7M +$50.2K +2,250 +0.5%
AAI
4
Aequim Alternative Investments
California
$10.2M
CL
5
CSS LLC
Illinois
$6.87M +$6.61M +296,556 New
LCM
6
LDR Capital Management
New York
$3.85M +$114K +5,124 +3%
UIC
7
Uniplan Investment Counsel
Wisconsin
$3.06M -$106K -4,750 -3%
DADC
8
D.A. Davidson & Co
Montana
$2.68M -$53K -2,375 -2%
Mirae Asset Global ETFs Holdings
9
Mirae Asset Global ETFs Holdings
Hong Kong
$2.46M -$47.8K -2,142 -2%
DG
10
DigitalBridge Group
Florida
$2.31M -$334K -15,000 -13%
Cohen & Steers
11
Cohen & Steers
New York
$2.13M -$3.66M -164,267 -64%
WAM
12
Warberg Asset Management
Illinois
$2.08M +$4.01K +180 +0.2%
CP
13
Covalent Partners
Massachusetts
$1.97M -$223K -10,000 -10%
CCM
14
Cutler Capital Management
Massachusetts
$1.91M -$145K -6,500 -7%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.7M +$86.6K +3,885 +6%
Nomura Holdings
16
Nomura Holdings
Japan
$1.51M +$947K +42,468 +185%
TI
17
Tidal Investments
Wisconsin
$1.45M -$132K -5,935 -9%
Morgan Stanley
18
Morgan Stanley
New York
$1.16M -$43.4K -1,947 -4%
Wells Fargo
19
Wells Fargo
California
$1.15M +$103K +4,625 +10%
NSIM
20
North Star Investment Management
Illinois
$743K
WAM
21
Wolverine Asset Management
Illinois
$625K
HIP
22
HUB Investment Partners
Texas
$596K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$537K -$12.1K -542 -2%
ICA
24
Infrastructure Capital Advisors
New York
$500K -$954K -42,800 -66%
CA
25
CoreCap Advisors
Michigan
$207K -$28.4K -1,272 -12%

EPR.PRC Hedge Fund Activity: Q1 2025 in Review

37 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q1 2025, worth a combined $93.3M — up 22% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EPR.PRC positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 14 trimmed.

The largest buyer was CSS LLC, opening a new position worth an estimated $6.61M. The largest seller was Cohen & Steers, cutting an estimated $3.66M.

  • 37 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q1 2025, up from 34 in Q4 2024.
  • Funds reported $93.3M of EPR Properties 5.75% Series C Preferred Shares stock for Q1 2025, up 22% quarter-over-quarter.
  • 6 funds opened new EPR Properties 5.75% Series C Preferred Shares positions in Q1 2025 and 3 closed out, a net change of +3 holders.
  • The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q1 2025 was CSS LLC, an estimated $6.61M added.
  • The largest EPR Properties 5.75% Series C Preferred Shares seller in Q1 2025 was Cohen & Steers, an estimated $3.66M sold.

Based on aggregated 13F filings for Q1 2025.