EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares

EPR.PRE

Market cap $108M

23 hedge funds and large institutions have $267M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 4 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 %

% of All Funds

0.6%

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

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Top Buyers

1	SCM 1 Schnieders Capital Management Pasadena, California	$1.05M
2	OCM 2 Oaktree Capital Management Los Angeles, California	$458K
3	CIC 3 Crawford Investment Counsel Atlanta, Georgia	$515K
4	4 Morgan Stanley New York	$99K
5	5 Wells Fargo San Francisco, California	$67K

Top Sellers

1	1 Cohen & Steers New York	$11.4M
2	2 Daiwa Securities Group Tokyo, Japan	$1.67M
3	OAM 3 Orinda Asset Management Lafayette, California	$1.01M
4	4 Stifel Financial St. Louis, Missouri	$521K
5	5 Citigroup New York	$0

#	Name	Market Value	Shares	Shares Change	Shares Change %
1	LTI 1 Laffer Tengler Investments Nashville, Tennessee	–	–	–	–
2	FM 2 Forward Management San Francisco, California	$19.8M	644,101	–	–
3	3 Cohen & Steers New York	$11.4M	370,404	-44,000	-11%
4	4 Deutsche Bank Frankfurt Am Main Ge, Germany	$4.85M	155,268	–	–
5	PCM 5 Palisade Capital Management Fort Lee, New Jersey	$3.43M	104,400	–	–
6	BC 6 Brookfield Corp Toronto, Ontario, Canada	$2.04M	65,398	–	–
7	7 Daiwa Securities Group Tokyo, Japan	$1.67M	53,545	-15,003	-22%
8	AAMU 8 APG Asset Management US New York	$1.25M	40,000	–	–
9	SCM 9 Schnieders Capital Management Pasadena, California	$1.05M	33,530	+23,950	+250%
10	OAM 10 Orinda Asset Management Lafayette, California	$1.01M	32,873	-6,000	-15%
11	AACA 11 American Assets Capital Advisers San Diego, California	$701K	22,447	–	–
12	12 Stifel Financial St. Louis, Missouri	$521K	16,700	-5,800	-26%
13	CIC 13 Crawford Investment Counsel Atlanta, Georgia	$515K	16,480	+4,730	+40%
14	RA 14 RMR Advisors Newton, Massachusetts	$505K	16,400	–	–
15	OCM 15 Oaktree Capital Management Los Angeles, California	$458K	14,657	+14,657	New
16	16 JPMorgan Chase & Co New York	$363K	11,615	–	–
17	17 Bank of America Charlotte, North Carolina	$356K	11,425	–	–
18	18 Morgan Stanley New York	$99K	3,158	+3,158	New
19	19 Wells Fargo San Francisco, California	$67K	2,150	+500	+30%
20	WT 20 Whittier Trust South Pasadena, California	$62K	2,000	–	–
21	21 UBS Group Zurich, Switzerland	$53K	1,711	+173	+11%
22	DADC 22 D.A. Davidson & Co Great Falls, Montana	$31K	1,000	–	–
23	23 ClearBridge Investments New York	$19K	60,000	–	–
24	24 Creative Planning Overland Park, Kansas	$6K	200	–	–
25	25 Nuveen Asset Management Chicago, Illinois	–	–	–	–