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

Overview Fund Activity

19 hedge funds and large institutions have $96.2M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2019 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
–
Increased
10
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Weiss Asset Management
Massachusetts
$35.8M
2
ES
2
Equitec Specialists
Illinois
$1.86M
3
BlackRock
3
BlackRock
New York
$10.7M
4
MA
4
MUFG Americas
New York
$1.85M
5
KWA
5
KCS Wealth Advisory
California
$1.4M

Top Sellers

1
CAM
1
Camden Asset Management
California
$12.9M
2
Creative Planning
2
Creative Planning
Kansas
$366K
3
FAAS
3
First Allied Advisory Services
California
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$66K
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
1
Weiss Asset Management
Massachusetts
$35.8M 936,773 +407,673 +77%
CAM
2
Camden Asset Management
California
$12.9M 336,547 -477,251 -59%
FM
3
Forward Management
California
$11.1M 290,110 – –
BlackRock
4
BlackRock
New York
$10.7M 279,602 +27,541 +11%
Cohen & Steers
5
Cohen & Steers
New York
$8.82M 231,000 – –
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$4.33M 114,200 – –
PCM
7
Palisade Capital Management
New Jersey
$3.02M 79,400 – –
SCM
8
Schnieders Capital Management
California
$2.31M 60,545 +500 +0.8%
ES
9
Equitec Specialists
Illinois
$1.86M 48,679 +47,089 +2,962%
MA
10
MUFG Americas
New York
$1.85M 49,694 +27,491 +124%
KWA
11
KCS Wealth Advisory
California
$1.4M 36,560 +4,460 +14%
RA
12
RMR Advisors
Massachusetts
$626K 16,400 – –
Stifel Financial
13
Stifel Financial
Missouri
$595K 15,630 +300 +2%
Creative Planning
14
Creative Planning
Kansas
$366K 9,575 -629 -6%
LTI
15
Laffer Tengler Investments
Tennessee
$324K 8,488 +411 +5%
Morgan Stanley
16
Morgan Stanley
New York
$159K 4,488 +65 +1%
UBS Group
17
UBS Group
Switzerland
$66K 1,727 -134 -7%
Bank of America
18
Bank of America
North Carolina
$53K 1,381 +381 +38%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– – – –
Wells Fargo
20
Wells Fargo
California
$1K 35 – –
FAAS
21
First Allied Advisory Services
California
– – -200 Closed
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
– – -144 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –