EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares

EPR.PRE

Market cap $108M

23 hedge funds and large institutions have $65.5M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 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

-2

Holders Change %

-8%

% of All Funds

0.67%

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	1 Cohen & Steers New York	$9.49M
2	2 Invesco Atlanta, Georgia	$5.08M
3	AA 3 Altegris Advisors La Jolla, California	$1.07M
4	4 Daiwa Securities Group Tokyo, Japan	$86K
5	LTI 5 Laffer Tengler Investments Nashville, Tennessee	$181K

Top Sellers

1	ESCM 1 Echo Street Capital Management New York	$3.17M
2	OCM 2 Oaktree Capital Management Los Angeles, California	$1.9M
3	AAIM 3 American Assets Investment Management San Diego, California	$0
4	CS 4 Credit Suisse Zurich, Switzerland	$268K
5	HR 5 Howe & Rusling Rochester, New York	$0

#	Name	Market Value	Shares	Shares Change	Shares Change %
1	FM 1 Forward Management San Francisco, California	$19.6M	644,101	–	–
2	2 Cohen & Steers New York	$9.49M	311,241	+77,825	+33%
3	BC 3 Brookfield Corp Toronto, Ontario, Canada	$5.42M	177,698	–	–
4	4 Invesco Atlanta, Georgia	$5.08M	166,700	+51,800	+45%
5	5 Deutsche Bank Frankfurt Am Main Ge, Germany	$4.74M	155,268	–	–
6	PCM 6 Palisade Capital Management Fort Lee, New Jersey	$3.3M	109,400	–	–
7	ESCM 7 Echo Street Capital Management New York	$3.17M	103,794	-208,900	-67%
8	8 Nuveen Asset Management Chicago, Illinois	–	–	–	–
9	PSAMP 9 P. Schoenfeld Asset Management (PSAM) New York	$2.47M	80,921	–	–
10	OCM 10 Oaktree Capital Management Los Angeles, California	$1.9M	62,250	-52,800	-46%
11	11 ClearBridge Investments New York	$1.83M	60,000	–	–
12	AAMU 12 APG Asset Management US New York	$1.22M	40,000	–	–
13	AA 13 Altegris Advisors La Jolla, California	$1.07M	35,100	+35,100	New
14	OAM 14 Orinda Asset Management Lafayette, California	$965K	31,373	–	–
15	RA 15 RMR Advisors Newton, Massachusetts	$500K	16,400	–	–
16	16 Stifel Financial St. Louis, Missouri	$415K	13,600	+2,116	+18%
17	17 JPMorgan Chase & Co New York	$378K	12,402	–	–
18	18 Bank of America Charlotte, North Carolina	$349K	11,425	+1,200	+12%
19	CS 19 Credit Suisse Zurich, Switzerland	$268K	8,800	-800	-8%
20	LTI 20 Laffer Tengler Investments Nashville, Tennessee	$181K	5,947	+2,158	+57%
21	21 Daiwa Securities Group Tokyo, Japan	$86K	2,825	+2,825	New
22	22 Wells Fargo San Francisco, California	$50K	1,650	+650	+65%
23	ECM 23 EII Capital Management New York	$37K	1,200	–	–
24	U 24 UBS Zurich, Switzerland	$3K	100	-273	-73%
25	AAIM 25 American Assets Investment Management San Diego, California	–	–	-31,500	Closed