EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
29 hedge funds and large institutions have $69.9M invested in EPR Properties 9.00% Series E Preferred Shares in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
1% more capital invested
Capital invested by funds: $69M → $69.9M (+$951K)
0.11% more ownership
Funds ownership: 64.02% → 64.14% (+0.11%)
6% less funds holding
Funds holding: 31 → 29 (-2)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$7.25M |
| 2 |
CAM
Camden Asset Management
Los Angeles,
California
|
+$632K |
| 3 |
BHPW
Beverly Hills Private Wealth
Beverly Hills,
California
|
+$498K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$152K |
| 5 |
ZA
Zazove Associates
Incline Village,
Nevada
|
+$68.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICA
Infrastructure Capital Advisors
New York
|
-$4.73M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$2.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$755K |
| 4 |
LPL Financial
San Diego,
California
|
-$230K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$183K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCI
26
MRP Capital Investments
Alpharetta,
Georgia
| $152K | -$85.2K | -2,700 | -36% |
|
|
ZA
27
Zazove Associates
Incline Village,
Nevada
| $95.4K | +$68.7K | +2,176 | +270% |
|
28
UBS Group
Zurich,
Switzerland
| $70.3K | +$1.07K | +34 | +2% |
|
|
ASN
29
Advisory Services Network
Atlanta,
Georgia
| $30K | +$30K | +950 | New |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | – | – | – |
|
|
31
Bank of America
Charlotte,
North Carolina
| – | -$755K | -24,220 | Closed |
|
|
WAM
32
Wolverine Asset Management
Chicago,
Illinois
| – | -$183K | -5,845 | Closed |
|
33
Raymond James Financial
St Petersburg,
Florida
| – | -$71.7K | -2,300 | Closed |
|
EPR.PRE Hedge Fund Activity: Q3 2025 in Review
29 of the 7,628 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q3 2025, worth a combined $69.9M — up 1.4% from $69M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EPR.PRE and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 11 added.
The largest buyer was Weiss Asset Management, adding an estimated $7.25M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $4.73M.
- 29 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q3 2025, down from 31 in Q2 2025.
- Funds reported $69.9M of EPR Properties 9.00% Series E Preferred Shares stock for Q3 2025, up 1.4% quarter-over-quarter.
- 1 fund opened new EPR Properties 9.00% Series E Preferred Shares positions in Q3 2025 and 3 closed out, a net change of -2 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q3 2025 was Weiss Asset Management, an estimated $7.25M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q3 2025 was Infrastructure Capital Advisors, an estimated $4.73M sold.
Based on aggregated 13F filings for Q3 2025.