EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
31 hedge funds and large institutions have $65.6M invested in EPR Properties 9.00% Series E Preferred Shares in 2026 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 3 closing their positions.
1.74% more ownership
Funds ownership: 60.84% → 62.58% (+1.7%)
4% more capital invested
Capital invested by funds: $63M → $65.6M (+$2.61M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 32 → 31 (-1)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$10.4M |
| 2 |
SM
Skaana Management
Brooklyn,
New York
|
+$1.18M |
| 3 |
ZA
Zazove Associates
Incline Village,
Nevada
|
+$178K |
| 4 |
BHPW
Beverly Hills Private Wealth
Beverly Hills,
California
|
+$151K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$64K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
LDR Capital Management
New York
|
-$3.27M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$3.2M |
| 3 |
DG
DigitalBridge Group
Boca Raton,
Florida
|
-$692K |
| 4 |
ICA
Infrastructure Capital Advisors
New York
|
-$684K |
| 5 |
BlackRock
New York
|
-$501K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $42.7K | +$44.9K | +1,404 | New |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $28.9K | +$30.4K | +950 | New |
|
|
SPIA
28
Steward Partners Investment Advisory
New York
| $24.3K | – | – | – |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $10K | – | – | – |
|
30
Jones Financial Companies
Des Peres,
Missouri
| $9.13K | – | – | – |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $5.04K | – | – | – |
|
|
GFA
32
Godfrey Financial Associates
Glenmont,
New York
| $3.04K | – | – | – |
|
33
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$383K | -12,800 | Closed |
|
34
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$210K | -6,778 | Closed |
|
35
Stifel Financial
St. Louis,
Missouri
| – | -$200K | -6,696 | Closed |
|
EPR.PRE Hedge Fund Activity: Q1 2026 in Review
31 of the 8,158 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q1 2026, worth a combined $65.6M — up 4.2% from $63M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EPR.PRE and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 8 added.
The largest buyer was Weiss Asset Management, adding an estimated $10.4M. The largest seller was LDR Capital Management, cutting an estimated $3.27M.
- 31 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q1 2026, down from 32 in Q4 2025.
- Funds reported $65.6M of EPR Properties 9.00% Series E Preferred Shares stock for Q1 2026, up 4.2% quarter-over-quarter.
- 2 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q1 2026 and 3 closed out, a net change of -1 holder.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q1 2026 was Weiss Asset Management, an estimated $10.4M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q1 2026 was LDR Capital Management, an estimated $3.27M sold.
Based on aggregated 13F filings for Q1 2026.