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EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares
EPR.PRE

Overview Fund Activity

31 hedge funds and large institutions have $69M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
8
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CL
1
CSS LLC
Illinois
$3.92M
2
WAM
2
Weiss Asset Management
Massachusetts
$2.08M
3
BHPW
3
Beverly Hills Private Wealth
California
$1.18M
4
WAM
4
Warberg Asset Management
Illinois
$509K
5
Stifel Financial
5
Stifel Financial
Missouri
$209K

Top Sellers

1
ICA
1
Infrastructure Capital Advisors
New York
$11.7M
2
BlackRock
2
BlackRock
New York
$8.52M
3
HIP
3
HUB Investment Partners
Texas
$0
4
LPL Financial
4
LPL Financial
California
$696K
5
BC
5
Brookfield Corp
Ontario, Canada
$1.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$209K 6,696 +6,696 New
Morgan Stanley
27
Morgan Stanley
New York
$202K 6,470 +736 +13%
WAM
28
Wolverine Asset Management
Illinois
$183K 5,845 -3,493 -37%
Raymond James Financial
29
Raymond James Financial
Florida
$71.7K 2,300 +2,300 New
UBS Group
30
UBS Group
Switzerland
$68.4K 2,194 +1,184 +117%
ZA
31
Zazove Associates
Nevada
$25.1K 807 +807 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
– – – –
HIP
33
HUB Investment Partners
Texas
– – -16,308 Closed
1
2