EPR.PRE icon

EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares
EPR.PRE

Overview Fund Activity

22 hedge funds and large institutions have $69.9M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
2
Increased
4
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$6.53M
2
Cohen & Steers
2
Cohen & Steers
New York
$12.3M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$1.64M
4
SCM
4
Schnieders Capital Management
California
$2M
5
MA
5
MUFG Americas
New York
$11K

Top Sellers

1
ES
1
Equitec Specialists
Illinois
$821K
2
CAM
2
Camden Asset Management
California
$15.3M
3
PCM
3
Palisade Capital Management
New Jersey
$3.59M
4
CIC
4
Crawford Investment Counsel
Georgia
$1.59M
5
DADC
5
D.A. Davidson & Co
Montana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FM
1
Forward Management
California
$23.1M 644,101 – –
CAM
2
Camden Asset Management
California
$15.3M 429,635 -50,000 -10%
Cohen & Steers
3
Cohen & Steers
New York
$12.3M 342,929 +23,000 +7%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$6.53M 185,000 +50,000 +37%
PCM
5
Palisade Capital Management
New Jersey
$3.59M 100,100 -3,415 -3%
SCM
6
Schnieders Capital Management
California
$2M 54,980 +3,150 +6%
Daiwa Securities Group
7
Daiwa Securities Group
Japan
$1.64M 45,070 +15,000 +50%
CIC
8
Crawford Investment Counsel
Georgia
$1.59M 43,710 -2,160 -5%
ES
9
Equitec Specialists
Illinois
$821K 22,559 -54,599 -71%
ICA
10
Infrastructure Capital Advisors
New York
$644K 17,700 – –
RA
11
RMR Advisors
Massachusetts
$588K 16,400 – –
Stifel Financial
12
Stifel Financial
Missouri
$581K 16,040 -200 -1%
Creative Planning
13
Creative Planning
Kansas
$468K 12,860 -197 -2%
LTI
14
Laffer Tengler Investments
Tennessee
$345K 9,479 -266 -3%
Morgan Stanley
15
Morgan Stanley
New York
$117K 3,272 – –
Wells Fargo
16
Wells Fargo
California
$93K 2,550 – –
WT
17
Whittier Trust
California
$73K 2,000 – –
UBS Group
18
UBS Group
Switzerland
$38K 1,037 – –
Bank of America
19
Bank of America
North Carolina
$36K 1,000 – –
MA
20
MUFG Americas
New York
$11K 300 +300 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– – – –
GRP
22
Global Retirement Partners
California
$7K 200 – –
CL
23
CSS LLC
Illinois
$7K 200 +200 New
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
– – – –
DADC
25
D.A. Davidson & Co
Montana
– – -1,000 Closed
1
2