EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares

EPR.PRE

Market cap $108M

23 hedge funds and large institutions have $254M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2015 Q3 according to their latest regulatory filings, with 2 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

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Holders Change %

% of All Funds

0.64%

Holding in Top 10

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Holding in Top 10 Change

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Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

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Net Calls

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Net Calls Change

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Top Buyers

1	CIC 1 Crawford Investment Counsel Atlanta, Georgia	$361K
2	2 Stifel Financial St. Louis, Missouri	$691K
3	SCM 3 Schnieders Capital Management Pasadena, California	$294K
4	4 UBS Group Zurich, Switzerland	$47K
5	5 Citigroup New York	$27K

Top Sellers

1	1 Invesco Atlanta, Georgia	$0
2	BC 2 Brookfield Corp Toronto, Ontario, Canada	$2.01M
3	LTI 3 Laffer Tengler Investments Nashville, Tennessee	$202M
4	PCM 4 Palisade Capital Management Fort Lee, New Jersey	$3.27M

#	Name	Market Value	Shares	Shares Change	Shares Change %
1	LTI 1 Laffer Tengler Investments Nashville, Tennessee	–	–	-6,300	Closed
2	FM 2 Forward Management San Francisco, California	$19.7M	644,101	–	–
3	3 Cohen & Steers New York	$12.7M	414,404	–	–
4	4 Deutsche Bank Frankfurt Am Main Ge, Germany	$4.77M	155,268	–	–
5	PCM 5 Palisade Capital Management Fort Lee, New Jersey	$3.27M	104,400	-5,000	-5%
6	6 Daiwa Securities Group Tokyo, Japan	$2.11M	68,548	–	–
7	BC 7 Brookfield Corp Toronto, Ontario, Canada	$2.01M	65,398	-8,100	-11%
8	8 ClearBridge Investments New York	$1.84M	60,000	–	–
9	AAMU 9 APG Asset Management US New York	$1.23M	40,000	–	–
10	OAM 10 Orinda Asset Management Lafayette, California	$1.2M	38,873	–	–
11	11 Stifel Financial St. Louis, Missouri	$691K	22,500	+6,000	+36%
12	AACA 12 American Assets Capital Advisers San Diego, California	$690K	22,447	–	–
13	RA 13 RMR Advisors Newton, Massachusetts	$502K	16,400	–	–
14	CIC 14 Crawford Investment Counsel Atlanta, Georgia	$361K	11,750	+11,750	New
15	15 JPMorgan Chase & Co New York	$357K	11,615	–	–
16	16 Bank of America Charlotte, North Carolina	$351K	11,425	–	–
17	SCM 17 Schnieders Capital Management Pasadena, California	$294K	9,580	+3,380	+55%
18	WT 18 Whittier Trust South Pasadena, California	$61K	2,000	–	–
19	19 Wells Fargo San Francisco, California	$51K	1,650	–	–
20	20 UBS Group Zurich, Switzerland	$47K	1,538	+501	+48%
21	DADC 21 D.A. Davidson & Co Great Falls, Montana	$30K	1,000	–	–
22	22 Citigroup New York	$27K	892	+204	+30%
23	HR 23 Howe & Rusling Rochester, New York	$9K	300	–	–
24	24 Creative Planning Overland Park, Kansas	$6K	200	+200	New
25	25 Nuveen Asset Management Chicago, Illinois	–	–	–	–