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

Overview Fund Activity

18 hedge funds and large institutions have $52.6M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
5
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
LDR Capital Management
New York
$7.65M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.18M
3
AAI
3
Aequim Alternative Investments
California
$1.28M
4
WAM
4
Wolverine Asset Management
Illinois
$1.22M
5
BC
5
Brookfield Corp
Ontario, Canada
$298K

Top Sellers

1
NTCM
1
Nut Tree Capital Management
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$1.47M
4
ICA
4
Infrastructure Capital Advisors
New York
$12.1M
5
SWA
5
SFMG Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICA
1
Infrastructure Capital Advisors
New York
$12.1M 472,167 -61,517 -12%
LCM
2
LDR Capital Management
New York
$7.65M 298,033 +143,500 +93%
FM
3
Forward Management
California
$7.19M 280,100 – –
BlackRock
4
BlackRock
New York
$6.84M 266,342 +3,205 +1%
CAM
5
Camden Asset Management
California
$6.35M 247,061 +2,777 +1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.18M 123,709 +78,042 +171%
PCM
7
Palisade Capital Management
New Jersey
$2.12M 79,400 – –
Cohen & Steers
8
Cohen & Steers
New York
$1.47M 57,085 -64,708 -53%
AAI
9
Aequim Alternative Investments
California
$1.28M 50,000 +50,000 New
WAM
10
Wolverine Asset Management
Illinois
$1.22M 47,111 +15,322 +48%
SCM
11
Schnieders Capital Management
California
$1.2M 46,861 -675 -1%
KWA
12
KCS Wealth Advisory
California
$1.2M 46,785 -214 -0.5%
Stifel Financial
13
Stifel Financial
Missouri
$382K 14,884 – –
BC
14
Brookfield Corp
Ontario, Canada
$298K 11,600 +11,600 New
Morgan Stanley
15
Morgan Stanley
New York
$81K 3,102 -1,150 -27%
Bank of America
16
Bank of America
North Carolina
$28K 1,062 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
– – – –
UBS Group
18
UBS Group
Switzerland
$3K 85 -77 -48%
NTCM
19
Nut Tree Capital Management
New York
– – -315,047 Closed
Goldman Sachs
20
Goldman Sachs
New York
– – -94,605 Closed
SWA
21
SFMG Wealth Advisors
Texas
– – -7,168 Closed
FIA
22
FNY Investment Advisers
New York
– – -2,500 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –
Wells Fargo
24
Wells Fargo
California
$0 1 +1 New