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EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares

23 hedge funds and large institutions have $61.5M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
7
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ICA
1
Infrastructure Capital Advisors
New York
$14M 498,112 +41,509 +9%
BlackRock
2
BlackRock
New York
$8.94M 317,973 +17,530 +6%
LCM
3
LDR Capital Management
New York
$8.67M 308,145 -1,709 -0.6%
WHG
4
Westwood Holdings Group
Texas
$7.91M 280,000
CAM
5
Camden Asset Management
California
$7.18M 257,465 +7,819 +3%
PCM
6
Palisade Capital Management
New Jersey
$2.2M 78,900
DG
7
DigitalBridge Group
Florida
$2.16M 76,709 +25,709 +50%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.06M 73,252 -17,289 -19%
Cohen & Steers
9
Cohen & Steers
New York
$1.61M 57,085
AAI
10
Aequim Alternative Investments
California
$1.41M 50,000
BC
11
Brookfield Corp
Ontario, Canada
$1.11M 39,379 +8,961 +29%
WAM
12
Wolverine Asset Management
Illinois
$955K 33,899 -6,084 -15%
BCM
13
BlueCrest Capital Management
Jersey
$795K 28,256 -97,552 -78%
HRES
14
Heitman Real Estate Securities
Illinois
$685K 24,355 -2,110 -8%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$499K 17,738 +4,038 +29%
SCM
16
Schnieders Capital Management
California
$325K 11,550 -24,536 -68%
SWA
17
SFMG Wealth Advisors
Texas
$258K 9,168 +9,168 New
LPL Financial
18
LPL Financial
California
$235K 8,361 +8,361 New
MC
19
Moors & Cabot
Massachusetts
$202K 7,200 +7,200 New
Morgan Stanley
20
Morgan Stanley
New York
$179K 6,334 +1,815 +40%
Wells Fargo
21
Wells Fargo
California
$164K 5,833 -1,231 -17%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
Osaic Holdings
23
Osaic Holdings
Arizona
$2.81K 100
UBS Group
24
UBS Group
Switzerland
$1.69K 60
CL
25
CSS LLC
Illinois
-40,970 Closed