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

Overview Fund Activity

21 hedge funds and large institutions have $92.8M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
6
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Weiss Asset Management
Massachusetts
$17.2M
2
BlackRock
2
BlackRock
New York
$6.18M
3
CAM
3
Camden Asset Management
California
$30.7M
4
MA
4
MUFG Americas
New York
$1.58M
5
SCM
5
Schnieders Capital Management
California
$2.3M

Top Sellers

1
CL
1
CSS LLC
Illinois
$6K
2
LCM
2
LDR Capital Management
New York
$703K
3
CIC
3
Crawford Investment Counsel
Georgia
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$4.33M
5
WT
5
Whittier Trust
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
1
Camden Asset Management
California
$30.7M 811,029 +40,022 +5%
WAM
2
Weiss Asset Management
Massachusetts
$17.2M 454,100 +454,100 New
FM
3
Forward Management
California
$11M 290,110 – –
Cohen & Steers
4
Cohen & Steers
New York
$8.77M 231,000 – –
BlackRock
5
BlackRock
New York
$6.18M 162,764 +80,017 +97%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$4.33M 114,200 -25,000 -18%
ES
7
Equitec Specialists
Illinois
$3.48M 91,744 +982 +1%
PCM
8
Palisade Capital Management
New Jersey
$3M 79,400 – –
SCM
9
Schnieders Capital Management
California
$2.3M 60,545 +5,150 +9%
MA
10
MUFG Americas
New York
$1.58M 42,741 +6,337 +17%
KWA
11
KCS Wealth Advisory
California
$1.16M 30,577 +776 +3%
LCM
12
LDR Capital Management
New York
$703K 18,568 -108,174 -85%
Stifel Financial
13
Stifel Financial
Missouri
$629K 16,630 -1,550 -9%
RA
14
RMR Advisors
Massachusetts
$622K 16,400 – –
Creative Planning
15
Creative Planning
Kansas
$388K 10,234 -497 -5%
LTI
16
Laffer Tengler Investments
Tennessee
$315K 8,313 -115 -1%
Morgan Stanley
17
Morgan Stanley
New York
$167K 4,423 – –
UBS Group
18
UBS Group
Switzerland
$114K 3,009 -134 -4%
Bank of America
19
Bank of America
North Carolina
$38K 1,000 – –
PFC
20
Phocas Financial Corp
California
– – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– – – –
CL
22
CSS LLC
Illinois
$6K 154 -188,474 -100%
Wells Fargo
23
Wells Fargo
California
$1K 35 – –
CIC
24
Crawford Investment Counsel
Georgia
– – -42,370 Closed
WT
25
Whittier Trust
California
– – -2,000 Closed
1
2