EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
32 hedge funds and large institutions have $63M invested in EPR Properties 9.00% Series E Preferred Shares in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
10% more funds holding
Funds holding: 29 → 32 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.3% less ownership
Funds ownership: 64.14% → 60.84% (-3.3%)
10% less capital invested
Capital invested by funds: $69.9M → $63M (-$6.97M)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Warberg Asset Management
Winnetka,
Illinois
|
+$1.14M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$643K |
| 3 |
BHPW
Beverly Hills Private Wealth
Beverly Hills,
California
|
+$554K |
| 4 |
SM
Skaana Management
Brooklyn,
New York
|
+$311K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICA
Infrastructure Capital Advisors
New York
|
-$3.23M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$1.53M |
| 3 |
CP
Covalent Partners
Concord,
Massachusetts
|
-$631K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$378K |
| 5 |
BlackRock
New York
|
-$376K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $186K | -$7.63K | -249 | -4% |
|
|
MCI
27
MRP Capital Investments
Alpharetta,
Georgia
| $152K | +$6.13K | +200 | +4% |
|
|
ZA
28
Zazove Associates
Incline Village,
Nevada
| $90K | – | – | – |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $23.9K | +$24.5K | +800 | New |
|
30
Jones Financial Companies
Des Peres,
Missouri
| $8.98K | +$9.2K | +300 | New |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | – | – | – |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $4.97K | +$5.09K | +166 | New |
|
|
GFA
33
Godfrey Financial Associates
Glenmont,
New York
| $2.99K | +$3.07K | +100 | New |
|
|
CL
34
CSS LLC
Chicago,
Illinois
| – | -$1.53M | -47,678 | Closed |
|
|
CP
35
Covalent Partners
Concord,
Massachusetts
| – | -$631K | -20,000 | Closed |
|
36
UBS Group
Zurich,
Switzerland
| – | -$70.3K | -2,228 | Closed |
|
|
ASN
37
Advisory Services Network
Atlanta,
Georgia
| – | -$30K | -950 | Closed |
|
EPR.PRE Hedge Fund Activity: Q4 2025 in Review
32 of the 8,243 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q4 2025, worth a combined $63M — down 10% from $69.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EPR.PRE positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 10 trimmed.
The largest buyer was Warberg Asset Management, adding an estimated $1.14M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $3.23M.
- 32 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q4 2025, up from 29 in Q3 2025.
- Funds reported $63M of EPR Properties 9.00% Series E Preferred Shares stock for Q4 2025, down 10% quarter-over-quarter.
- 7 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q4 2025 and 4 closed out, a net change of +3 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q4 2025 was Warberg Asset Management, an estimated $1.14M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q4 2025 was Infrastructure Capital Advisors, an estimated $3.23M sold.
Based on aggregated 13F filings for Q4 2025.