EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares

EPR.PRE

Market cap $108M

23 hedge funds and large institutions have $58.2M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 4 closing their positions.

2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4 2020 Q3 2020 Q2 2020 Q1 2019 Q4 2019 Q3 2019 Q2 2019 Q1 2018 Q4 2018 Q3 2018 Q2 2018 Q1 2017 Q4 2017 Q3 2017 Q2 2017 Q1 2016 Q4 2016 Q3 2016 Q2 2016 Q1 2015 Q4 2015 Q3 2015 Q2 2015 Q1 2014 Q4 2014 Q3 2014 Q2 2014 Q1 2013 Q4 2013 Q3 2013 Q2

Holders

Holders Change

-1

Holders Change %

-4.17%

% of All Funds

0.37%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.02%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	BCM 1 BlueCrest Capital Management St Helier, Jersey	$3.22M
2	ICA 2 Infrastructure Capital Advisors New York	$11.7M
3	CL 3 CSS LLC Chicago, Illinois	$1.05M
4	DG 4 DigitalBridge Group Boca Raton, Florida	$1.31M
5	5 Bank of America Charlotte, North Carolina	$609K

Top Sellers

1	KWA 1 KCS Wealth Advisory Los Angeles, California	$0
2	2 Janney Montgomery Scott Philadelphia, Pennsylvania	$2.32M
3	3 LPL Financial San Diego, California	$0
4	SWA 4 SFMG Wealth Advisors Plano, Texas	$0
5	5 Stifel Financial St. Louis, Missouri	$0

#	Name	Market Value	Shares	Shares Change	Shares Change %
1	ICA 1 Infrastructure Capital Advisors New York	$11.7M	456,603	+42,816	+10%
2	LCM 2 LDR Capital Management New York	$7.94M	309,854	-2,160	-0.7%
3	3 BlackRock New York	$7.7M	300,443	+792	+0.3%
4	WHG 4 Westwood Holdings Group Dallas, Texas	$7.17M	280,000	–	–
5	CAM 5 Camden Asset Management Los Angeles, California	$6.35M	249,646	–	–
6	BCM 6 BlueCrest Capital Management St Helier, Jersey	$3.22M	125,808	+125,808	New
7	7 Janney Montgomery Scott Philadelphia, Pennsylvania	$2.32M	90,541	-38,580	-30%
8	PCM 8 Palisade Capital Management Fort Lee, New Jersey	$2.05M	78,900	-500	-0.6%
9	9 Cohen & Steers New York	$1.46M	57,085	–	–
10	DG 10 DigitalBridge Group Boca Raton, Florida	$1.31M	51,000	+25,432	+99%
11	AAI 11 Aequim Alternative Investments Mill Valley, California	$1.28M	50,000	–	–
12	CL 12 CSS LLC Chicago, Illinois	$1.05M	40,970	+40,970	New
13	WAM 13 Wolverine Asset Management Chicago, Illinois	$1.02M	39,983	+2,053	+5%
14	SCM 14 Schnieders Capital Management Pasadena, California	$925K	36,086	-3,950	-10%
15	BC 15 Brookfield Corp Toronto, Ontario, Canada	$779K	30,418	+218	+0.7%
16	HRES 16 Heitman Real Estate Securities Chicago, Illinois	$678K	26,465	-2,050	-7%
17	17 Bank of America Charlotte, North Carolina	$609K	23,753	+22,691	+2,137%
18	18 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$355K	13,700	+3,000	+28%
19	19 Wells Fargo San Francisco, California	$181K	7,064	+934	+15%
20	20 Morgan Stanley New York	$116K	4,519	+57	+1%
21	21 Royal Bank of Canada Toronto, Ontario, Canada	–	–	–	–
22	SPIA 22 Steward Partners Investment Advisory New York	$2.56K	100	–	–
23	23 Osaic Holdings Scottsdale, Arizona	$2.56K	100	+100	New
24	24 UBS Group Zurich, Switzerland	$1.54K	60	–	–
25	KWA 25 KCS Wealth Advisory Los Angeles, California	–	–	-44,383	Closed