EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
31 hedge funds and large institutions have $69M invested in EPR Properties 9.00% Series E 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.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
15% more funds holding
Funds holding: 27 → 31 (+4)
6% more capital invested
Capital invested by funds: $65.4M → $69M (+$3.63M)
0.96% more ownership
Funds ownership: 63.06% → 64.02% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
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
|
+$3.01M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$1.94M |
| 3 |
BHPW
Beverly Hills Private Wealth
Beverly Hills,
California
|
+$643K |
| 4 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$488K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICA
Infrastructure Capital Advisors
New York
|
-$3.81M |
| 2 |
BlackRock
New York
|
-$721K |
| 3 |
HIP
HUB Investment Partners
Austin,
Texas
|
-$489K |
| 4 |
LPL Financial
San Diego,
California
|
-$299K |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$150K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Stifel Financial
St. Louis,
Missouri
| $209K | +$200K | +6,696 | New |
|
27
Morgan Stanley
New York
| $202K | +$22K | +736 | +13% |
|
|
WAM
28
Wolverine Asset Management
Chicago,
Illinois
| $183K | -$104K | -3,493 | -37% |
|
29
Raymond James Financial
St Petersburg,
Florida
| $71.7K | +$68.8K | +2,300 | New |
|
30
UBS Group
Zurich,
Switzerland
| $68.4K | +$35.4K | +1,184 | +117% |
|
|
ZA
31
Zazove Associates
Incline Village,
Nevada
| $25.1K | +$24.1K | +807 | New |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | – | – | – |
|
|
HIP
33
HUB Investment Partners
Austin,
Texas
| – | -$489K | -16,308 | Closed |
|
EPR.PRE Hedge Fund Activity: Q2 2025 in Review
31 of the 7,601 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q2 2025, worth a combined $69M — up 5.5% from $65.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EPR.PRE positions and 1 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was CSS LLC, adding an estimated $3.01M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $3.81M.
- 31 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q2 2025, up from 27 in Q1 2025.
- Funds reported $69M of EPR Properties 9.00% Series E Preferred Shares stock for Q2 2025, up 5.5% quarter-over-quarter.
- 5 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q2 2025 and 1 closed out, a net change of +4 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q2 2025 was CSS LLC, an estimated $3.01M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q2 2025 was Infrastructure Capital Advisors, an estimated $3.81M sold.
Based on aggregated 13F filings for Q2 2025.