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EPR Properties 5.75% Series C Preferred Shares

35 hedge funds and large institutions have $104M invested in EPR Properties 5.75% Series C Preferred Shares in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $93.3M → $104M (+$10.3M)

1.08% more ownership

Funds ownership: 75.03%76.11% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 3735 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
35
Holders Change
-2
Holders Change %
-5.41%
% of All Funds
0.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
9
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SM
1
Skaana Management
New York
$21.6M +$268K +11,546 +1%
CL
2
CSS LLC
Illinois
$14.2M +$6.08M +261,663 +88%
CAM
3
Camden Asset Management
California
$14M
AAI
4
Aequim Alternative Investments
California
$11M
BlackRock
5
BlackRock
New York
$10.4M -$1.17M -50,165 -11%
LCM
6
LDR Capital Management
New York
$4.18M -$930 -40 -0%
WAM
7
Warberg Asset Management
Illinois
$3.44M +$1.05M +45,232 +50%
UIC
8
Uniplan Investment Counsel
Wisconsin
$2.99M -$307K -13,225 -10%
DADC
9
D.A. Davidson & Co
Montana
$2.87M -$42.2K -1,815 -2%
DG
10
DigitalBridge Group
Florida
$2.5M
CP
11
Covalent Partners
Massachusetts
$2.14M
CCM
12
Cutler Capital Management
Massachusetts
$2.05M -$17.4K -750 -0.9%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.76M -$77.5K -3,335 -5%
TI
14
Tidal Investments
Wisconsin
$1.52M -$55.2K -2,374 -4%
Wells Fargo
15
Wells Fargo
California
$1.09M -$146K -6,286 -13%
Nomura Holdings
16
Nomura Holdings
Japan
$1.01M -$581K -25,000 -38%
Morgan Stanley
17
Morgan Stanley
New York
$910K -$324K -13,944 -28%
WAM
18
Weiss Asset Management
Massachusetts
$839K +$769K +33,067 New
NSIM
19
North Star Investment Management
Illinois
$807K
WHG
20
Westwood Holdings Group
Texas
$777K +$721K +31,000 New
Bank of America
21
Bank of America
North Carolina
$762K +$600K +25,822 +564%
WAM
22
Wolverine Asset Management
Illinois
$724K +$31.2K +1,344 +5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$537K -$42.5K -1,826 -8%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$334K +$310K +13,329 New
SWM
25
SeaCrest Wealth Management
New York
$266K +$246K +10,600 New

EPR.PRC Hedge Fund Activity: Q2 2025 in Review

35 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q2 2025, worth a combined $104M — up 11% from $93.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EPR.PRC and 5 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 9 added.

The largest buyer was CSS LLC, adding an estimated $6.08M. The largest seller was Mirae Asset Global ETFs Holdings, exiting entirely with an estimated $2.46M sold.

  • 35 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q2 2025, down from 37 in Q1 2025.
  • Funds reported $104M of EPR Properties 5.75% Series C Preferred Shares stock for Q2 2025, up 11% quarter-over-quarter.
  • 5 funds opened new EPR Properties 5.75% Series C Preferred Shares positions in Q2 2025 and 7 closed out, a net change of -2 holders.
  • The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q2 2025 was CSS LLC, an estimated $6.08M added.
  • The largest EPR Properties 5.75% Series C Preferred Shares seller in Q2 2025 was Mirae Asset Global ETFs Holdings, an estimated $2.46M sold.

Based on aggregated 13F filings for Q2 2025.