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

Overview Fund Activity

20 hedge funds and large institutions have $53.8M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
6
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$7.21M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.83M
3
LCM
3
LDR Capital Management
New York
$8.13M
4
LPL Financial
4
LPL Financial
California
$207K
5
BC
5
Brookfield Corp
Ontario, Canada
$373K

Top Sellers

1
FM
1
Forward Management
California
$0
2
BlackRock
2
BlackRock
New York
$6.67M
3
ICA
3
Infrastructure Capital Advisors
New York
$12M
4
WAM
4
Wolverine Asset Management
Illinois
$1.23M
5
Stifel Financial
5
Stifel Financial
Missouri
$332K
Name Market Value Shares Shares
Change 		Shares
Change %
ICA
1
Infrastructure Capital Advisors
New York
$12M 466,363 -5,804 -1%
LCM
2
LDR Capital Management
New York
$8.13M 316,091 +18,058 +6%
WHG
3
Westwood Holdings Group
Texas
$7.21M 280,100 +280,100 New
BlackRock
4
BlackRock
New York
$6.67M 259,317 -7,025 -3%
CAM
5
Camden Asset Management
California
$6.3M 247,061 – –
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.83M 148,740 +25,031 +20%
PCM
7
Palisade Capital Management
New Jersey
$2.13M 79,400 – –
Cohen & Steers
8
Cohen & Steers
New York
$1.47M 57,085 – –
AAI
9
Aequim Alternative Investments
California
$1.29M 50,000 – –
WAM
10
Wolverine Asset Management
Illinois
$1.23M 43,409 -3,702 -8%
SCM
11
Schnieders Capital Management
California
$1.18M 45,811 -1,050 -2%
KWA
12
KCS Wealth Advisory
California
$1.16M 45,192 -1,593 -3%
BC
13
Brookfield Corp
Ontario, Canada
$373K 14,500 +2,900 +25%
Stifel Financial
14
Stifel Financial
Missouri
$332K 12,884 -2,000 -13%
LPL Financial
15
LPL Financial
California
$207K 8,028 +8,028 New
Morgan Stanley
16
Morgan Stanley
New York
$113K 3,312 +210 +7%
UBS Group
17
UBS Group
Switzerland
$50.7K 1,971 +1,886 +2,219%
MCC
18
Money Concepts Capital
Florida
$41.8K 1,625 +1,625 New
Bank of America
19
Bank of America
North Carolina
$27.3K 1,062 – –
Wells Fargo
20
Wells Fargo
California
$12.9K 501 +500 +50,000%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– – – –
FM
22
Forward Management
California
– – -280,100 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –