EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares

EPR.PRE

Market cap $108M

25 hedge funds and large institutions have $68.3M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

Holders Change

Holders Change %

+13.64%

% of All Funds

0.72%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	AAIM 1 American Assets Investment Management San Diego, California	$993K
2	OCM 2 Oaktree Capital Management Los Angeles, California	$3.63M
3	CS 3 Credit Suisse Zurich, Switzerland	$303K
4	LTI 4 Laffer Tengler Investments Nashville, Tennessee	$119K
5	5 Wells Fargo San Francisco, California	$32K

Top Sellers

1	BC 1 Brookfield Corp Toronto, Ontario, Canada	$5.6M
2	2 Cohen & Steers New York	$7.3M
3	3 Daiwa Securities Group Tokyo, Japan	$0
4	4 Citigroup New York	$0

#	Name	Market Value	Shares	Shares Change	Shares Change %
1	FM 1 Forward Management San Francisco, California	$20.2M	644,101	–	–
2	ESCM 2 Echo Street Capital Management New York	$9.86M	312,694	–	–
3	3 Cohen & Steers New York	$7.3M	233,416	-16,900	-7%
4	BC 4 Brookfield Corp Toronto, Ontario, Canada	$5.6M	177,698	-19,600	-10%
5	5 Deutsche Bank Frankfurt Am Main Ge, Germany	$4.89M	155,268	–	–
6	OCM 6 Oaktree Capital Management Los Angeles, California	$3.63M	115,050	+11,550	+11%
7	7 Invesco Atlanta, Georgia	$3.62M	114,900	–	–
8	PCM 8 Palisade Capital Management Fort Lee, New Jersey	$3.4M	109,400	–	–
9	PSAMP 9 P. Schoenfeld Asset Management (PSAM) New York	$2.55M	80,921	–	–
10	10 ClearBridge Investments New York	$1.89M	60,000	–	–
11	AAMU 11 APG Asset Management US New York	$1.26M	40,000	–	–
12	OAM 12 Orinda Asset Management Lafayette, California	$997K	31,373	–	–
13	AAIM 13 American Assets Investment Management San Diego, California	$993K	31,500	+31,500	New
14	RA 14 RMR Advisors Newton, Massachusetts	$513K	16,400	–	–
15	15 JPMorgan Chase & Co New York	$391K	12,402	–	–
16	16 Stifel Financial St. Louis, Missouri	$362K	11,484	+784	+7%
17	17 Bank of America Charlotte, North Carolina	$322K	10,225	–	–
18	CS 18 Credit Suisse Zurich, Switzerland	$303K	9,600	+9,600	New
19	LTI 19 Laffer Tengler Investments Nashville, Tennessee	$119K	3,789	+1,483	+64%
20	ECM 20 EII Capital Management New York	$38K	1,200	–	–
21	21 Wells Fargo San Francisco, California	$32K	1,000	+1,000	New
22	U 22 UBS Zurich, Switzerland	$12K	373	+273	+273%
23	HR 23 Howe & Rusling Rochester, New York	$9K	300	+300	New
24	GSC 24 Ground Swell Capital Folly Beach, South Carolina	$6K	184	+184	New
25	25 Citadel Advisors Miami, Florida	$3K	100	–	–