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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 $69.2M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
–
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
4
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$1.43M
2
KWA
2
KCS Wealth Advisory
California
$1.41M
3
CAM
3
Camden Asset Management
California
$7.31M
4
LCM
4
LDR Capital Management
New York
$4.64M
5
WAM
5
Wolverine Asset Management
Illinois
$964K

Top Sellers

1
ICA
1
Infrastructure Capital Advisors
New York
$16.5M
2
CL
2
CSS LLC
Illinois
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$3.65M
4
BlackRock
4
BlackRock
New York
$7.89M
5
MCC
5
Money Concepts Capital
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICA
1
Infrastructure Capital Advisors
New York
$16.5M 533,684 -48,238 -8%
NTCM
2
Nut Tree Capital Management
New York
$9.45M 315,047 – –
FM
3
Forward Management
California
$8.4M 280,100 – –
BlackRock
4
BlackRock
New York
$7.89M 263,137 -4,162 -2%
CAM
5
Camden Asset Management
California
$7.31M 244,284 +10,693 +5%
LCM
6
LDR Capital Management
New York
$4.64M 154,533 +8,816 +6%
Cohen & Steers
7
Cohen & Steers
New York
$3.65M 121,793 -7,036 -5%
Goldman Sachs
8
Goldman Sachs
New York
$2.84M 94,605 – –
PCM
9
Palisade Capital Management
New Jersey
$2.38M 79,400 – –
SCM
10
Schnieders Capital Management
California
$1.43M 47,536 -75 -0.2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.43M 45,667 +45,667 New
KWA
12
KCS Wealth Advisory
California
$1.41M 46,999 +46,999 New
WAM
13
Wolverine Asset Management
Illinois
$964K 31,789 +6,140 +24%
Stifel Financial
14
Stifel Financial
Missouri
$447K 14,884 – –
SWA
15
SFMG Wealth Advisors
Texas
$215K 7,168 – –
Morgan Stanley
16
Morgan Stanley
New York
$130K 4,252 -2 -0%
FIA
17
FNY Investment Advisers
New York
$75K 2,500 – –
Bank of America
18
Bank of America
North Carolina
$32K 1,062 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– – – –
UBS Group
20
UBS Group
Switzerland
$5K 162 +84 +108%
CL
21
CSS LLC
Illinois
– – -12,866 Closed
MCC
22
Money Concepts Capital
Florida
– – -550 Closed
Wells Fargo
23
Wells Fargo
California
– – – –
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –