We are live on ! Find out more
EPR.PRC icon

EPR Properties 5.75% Series C Preferred Shares

31 hedge funds and large institutions have $94.8M invested in EPR Properties 5.75% Series C Preferred Shares in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 3331 (-2)

11% less capital invested

Capital invested by funds: $107M → $94.8M (-$12.2M)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
4
Increased
9
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
Weiss Asset Management
Massachusetts
$36.9M +$21.7M +932,348 +134%
CAM
2
Camden Asset Management
California
$11.8M -$1.16M -50,000 -9%
AAI
3
Aequim Alternative Investments
California
$10.1M
BlackRock
4
BlackRock
New York
$9.06M -$447K -19,232 -4%
SM
5
Skaana Management
New York
$6.16M -$12.7M -547,454 -66%
DG
6
DigitalBridge Group
Florida
$3.11M +$349K +15,000 +12%
UIC
7
Uniplan Investment Counsel
Wisconsin
$2.57M -$15.7K -676 -0.6%
DADC
8
D.A. Davidson & Co
Montana
$2.37M -$2.67K -115 -0.1%
WAM
9
Warberg Asset Management
Illinois
$2.17M -$1.05M -45,206 -32%
CCM
10
Cutler Capital Management
Massachusetts
$1.82M
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.73M +$105K +4,525 +6%
NSIM
12
North Star Investment Management
Illinois
$1.37M +$692K +29,765 +92%
TI
13
Tidal Investments
Wisconsin
$863K -$126K -5,400 -12%
Wells Fargo
14
Wells Fargo
California
$843K -$78.5K -3,375 -8%
WHG
15
Westwood Holdings Group
Texas
$688K
LCM
16
LDR Capital Management
New York
$614K -$203K -8,736 -24%
Morgan Stanley
17
Morgan Stanley
New York
$587K +$5.4K +232 +0.9%
WAM
18
Wolverine Asset Management
Illinois
$581K -$2.37K -102 -0.4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$529K +$7.79K +335 +1%
SWM
20
SeaCrest Wealth Management
New York
$215K +$21.5K +925 +11%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$211K
CA
22
CoreCap Advisors
Michigan
$206K +$3.33K +143 +2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$179K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$73.4K
VEA
25
Virtus ETF Advisers
New York
$41.6K

EPR.PRC Hedge Fund Activity: Q4 2025 in Review

31 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q4 2025, worth a combined $94.8M — down 11% from $107M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EPR.PRC and 4 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Weiss Asset Management, adding an estimated $21.7M. The largest seller was Skaana Management, cutting an estimated $12.7M.

  • 31 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q4 2025, down from 33 in Q3 2025.
  • Funds reported $94.8M of EPR Properties 5.75% Series C Preferred Shares stock for Q4 2025, down 11% quarter-over-quarter.
  • 4 funds opened new EPR Properties 5.75% Series C Preferred Shares positions in Q4 2025 and 6 closed out, a net change of -2 holders.
  • The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q4 2025 was Weiss Asset Management, an estimated $21.7M added.
  • The largest EPR Properties 5.75% Series C Preferred Shares seller in Q4 2025 was Skaana Management, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2025.