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EPR Properties 5.75% Series C Preferred Shares

33 hedge funds and large institutions have $107M invested in EPR Properties 5.75% Series C Preferred Shares in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $104M → $107M (+$3.48M)

6% less funds holding

Funds holding: 3533 (-2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

76.11% less ownership

Funds ownership: 76.11%0% (-76%)

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
1
Increased
10
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SM
1
Skaana Management
New York
$21M -$899K -36,099 -4%
WAM
2
Weiss Asset Management
Massachusetts
$18.3M +$16.5M +661,287 +2,000%
CAM
3
Camden Asset Management
California
$14.7M +$740K +29,691 +5%
AAI
4
Aequim Alternative Investments
California
$11.2M
BlackRock
5
BlackRock
New York
$10.9M +$303K +12,172 +3%
CL
6
CSS LLC
Illinois
$3.62M -$10.4M -416,161 -75%
WAM
7
Warberg Asset Management
Illinois
$3.61M +$173K +6,938 +5%
DG
8
DigitalBridge Group
Florida
$3.18M +$623K +25,000 +25%
UIC
9
Uniplan Investment Counsel
Wisconsin
$2.96M -$70K -2,810 -2%
DADC
10
D.A. Davidson & Co
Montana
$2.72M -$189K -7,605 -7%
CCM
11
Cutler Capital Management
Massachusetts
$2.09M
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.87M +$83.5K +3,350 +5%
Nomura Holdings
13
Nomura Holdings
Japan
$1.66M +$619K +24,837 +61%
CP
14
Covalent Partners
Massachusetts
$1.4M -$761K -30,562 -36%
TI
15
Tidal Investments
Wisconsin
$1.13M -$405K -16,270 -27%
Wells Fargo
16
Wells Fargo
California
$1.05M -$49.8K -2,000 -5%
LCM
17
LDR Capital Management
New York
$926K -$3.25M -130,447 -78%
NSIM
18
North Star Investment Management
Illinois
$819K
WHG
19
Westwood Holdings Group
Texas
$785K
WAM
20
Wolverine Asset Management
Illinois
$668K -$53.1K -2,130 -7%
Morgan Stanley
21
Morgan Stanley
New York
$667K -$252K -10,099 -28%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$598K +$51.6K +2,073 +10%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$241K -$95.5K -3,833 -29%
CA
24
CoreCap Advisors
Michigan
$232K -$6.15K -247 -3%
SWM
25
SeaCrest Wealth Management
New York
$206K -$52.3K -2,100 -20%

EPR.PRC Hedge Fund Activity: Q3 2025 in Review

33 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q3 2025, worth a combined $107M — up 3.4% from $104M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EPR.PRC and 1 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was Weiss Asset Management, adding an estimated $16.5M. The largest seller was CSS LLC, cutting an estimated $10.4M.

  • 33 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q3 2025, down from 35 in Q2 2025.
  • Funds reported $107M of EPR Properties 5.75% Series C Preferred Shares stock for Q3 2025, up 3.4% quarter-over-quarter.
  • 1 fund opened new EPR Properties 5.75% Series C Preferred Shares positions in Q3 2025 and 3 closed out, a net change of -2 holders.
  • The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q3 2025 was Weiss Asset Management, an estimated $16.5M added.
  • The largest EPR Properties 5.75% Series C Preferred Shares seller in Q3 2025 was CSS LLC, an estimated $10.4M sold.

Based on aggregated 13F filings for Q3 2025.