EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
27 hedge funds and large institutions have $65.4M invested in EPR Properties 9.00% Series E Preferred Shares in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
12% more capital invested
Capital invested by funds: $58.5M → $65.4M (+$6.84M)
1.07% more ownership
Funds ownership: 61.99% → 63.06% (+1.1%)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
+$732K |
| 2 |
AAI
Aequim Alternative Investments
Mill Valley,
California
|
+$571K |
| 3 |
DG
DigitalBridge Group
Boca Raton,
Florida
|
+$382K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$236K |
| 5 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$749K |
| 2 |
ICA
Infrastructure Capital Advisors
New York
|
-$213K |
| 3 |
Jane Street
New York
|
-$211K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$192K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$141K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCI
26
MRP Capital Investments
Alpharetta,
Georgia
| $67.5K | +$65.9K | +2,250 | New |
|
27
UBS Group
Zurich,
Switzerland
| $30.3K | -$352 | -12 | -1% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $23K | – | – | – |
|
|
29
Jane Street
New York
| – | -$211K | -7,757 | Closed |
|
30
Bessemer Group
Woodbridge,
New Jersey
| – | -$123K | -4,500 | Closed |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | -$545 | -20 | Closed |
|
EPR.PRE Hedge Fund Activity: Q1 2025 in Review
27 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q1 2025, worth a combined $65.4M — up 12% from $58.5M a quarter earlier.
Fund positioning in EPR.PRE was balanced in Q1 2025: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 9 trimmed.
The largest buyer was CSS LLC, opening a new position worth an estimated $732K. The largest seller was Brookfield Corp, cutting an estimated $749K.
- 27 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $65.4M of EPR Properties 9.00% Series E Preferred Shares stock for Q1 2025, up 12% quarter-over-quarter.
- 3 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q1 2025 and 3 closed out, a net change of 0 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q1 2025 was CSS LLC, an estimated $732K added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q1 2025 was Brookfield Corp, an estimated $749K sold.
Based on aggregated 13F filings for Q1 2025.