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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 $55.5M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
4
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$1.01M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$283K
3
Morgan Stanley
3
Morgan Stanley
New York
$347K
4
Wells Fargo
4
Wells Fargo
California
$152K
5
BlackRock
5
BlackRock
New York
$6.98M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$3.5M
2
SCM
2
Schnieders Capital Management
California
$1.08M
3
ICA
3
Infrastructure Capital Advisors
New York
$12.2M
4
WAM
4
Wolverine Asset Management
Illinois
$1.12M
5
CAM
5
Camden Asset Management
California
$6.3M
Name Market Value Shares Shares
Change 		Shares
Change %
ICA
1
Infrastructure Capital Advisors
New York
$12.2M 462,560 -3,803 -0.8%
LCM
2
LDR Capital Management
New York
$8.28M 313,140 -2,951 -0.9%
WHG
3
Westwood Holdings Group
Texas
$7.41M 280,000 -100 -0%
BlackRock
4
BlackRock
New York
$6.98M 264,029 +4,712 +2%
CAM
5
Camden Asset Management
California
$6.3M 243,975 -3,086 -1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.5M 132,343 -16,397 -11%
PCM
7
Palisade Capital Management
New Jersey
$2.15M 79,400 – –
Cohen & Steers
8
Cohen & Steers
New York
$1.51M 57,085 – –
AAI
9
Aequim Alternative Investments
California
$1.32M 50,000 – –
KWA
10
KCS Wealth Advisory
California
$1.19M 44,850 -342 -0.8%
WAM
11
Wolverine Asset Management
Illinois
$1.12M 40,026 -3,383 -8%
SCM
12
Schnieders Capital Management
California
$1.08M 40,961 -4,850 -11%
BC
13
Brookfield Corp
Ontario, Canada
$1.01M 38,100 +23,600 +163%
Morgan Stanley
14
Morgan Stanley
New York
$347K 13,112 +9,800 +296%
Stifel Financial
15
Stifel Financial
Missouri
$322K 12,184 -700 -5%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$283K 10,700 +10,700 New
LPL Financial
17
LPL Financial
California
$212K 8,028 – –
Wells Fargo
18
Wells Fargo
California
$152K 5,731 +5,230 +1,044%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– – – –
UBS Group
20
UBS Group
Switzerland
$41.3K 1,563 -408 -21%
Bank of America
21
Bank of America
North Carolina
$28.1K 1,062 – –
SPIA
22
Steward Partners Investment Advisory
New York
$7.94K 300 +300 New
MCC
23
Money Concepts Capital
Florida
– – -1,625 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –