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EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares

24 hedge funds and large institutions have $60M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 0 closing their positions.

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
3
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ICA
1
Infrastructure Capital Advisors
New York
$11.7M 413,787 -48,773 -11%
LCM
2
LDR Capital Management
New York
$8.85M 312,014 -1,126 -0.4%
BlackRock
3
BlackRock
New York
$8.5M 299,651 +35,622 +13%
WHG
4
Westwood Holdings Group
Texas
$7.94M 280,000
CAM
5
Camden Asset Management
California
$6.79M 249,646 +5,671 +2%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$3.66M 129,121 -3,222 -2%
PCM
7
Palisade Capital Management
New Jersey
$2.33M 79,400
Cohen & Steers
8
Cohen & Steers
New York
$1.62M 57,085
AAI
9
Aequim Alternative Investments
California
$1.42M 50,000
KWA
10
KCS Wealth Advisory
California
$1.26M 44,383 -467 -1%
SCM
11
Schnieders Capital Management
California
$1.14M 40,036 -925 -2%
WAM
12
Wolverine Asset Management
Illinois
$1.04M 37,930 -2,096 -5%
BC
13
Brookfield Corp
Ontario, Canada
$856K 30,200 -7,900 -21%
HRES
14
Heitman Real Estate Securities
Illinois
$809K 28,515 +28,515 New
DG
15
DigitalBridge Group
Florida
$725K 25,568 +25,568 New
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$303K 10,700
LPL Financial
17
LPL Financial
California
$228K 8,028
SWA
18
SFMG Wealth Advisors
Texas
$203K 7,168 +7,168 New
Stifel Financial
19
Stifel Financial
Missouri
$202K 7,124 -5,060 -42%
Wells Fargo
20
Wells Fargo
California
$174K 6,130 +399 +7%
Morgan Stanley
21
Morgan Stanley
New York
$124K 4,462 -8,650 -66%
Bank of America
22
Bank of America
North Carolina
$30.1K 1,062
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
SPIA
24
Steward Partners Investment Advisory
New York
$2.84K 100 -200 -67%
UBS Group
25
UBS Group
Switzerland
$1.7K 60 -1,503 -96%