EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares

EPR.PRE

Market cap $108M

24 hedge funds and large institutions have $66M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 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

Holders Change %

+9.09%

% of All Funds

0.35%

Holding in Top 10

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

0.01%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	ICA 1 Infrastructure Capital Advisors New York	$15.8M
2	BC 2 Brookfield Corp Toronto, Ontario, Canada	$2.26M
3	3 Ameriprise Minneapolis, Minnesota	$1M
4	4 Bessemer Group Woodbridge, New Jersey	$368K
5	BHPW 5 Beverly Hills Private Wealth Beverly Hills, California	$303K

Top Sellers

1	CAM 1 Camden Asset Management Los Angeles, California	$5.28M
2	WAM 2 Wolverine Asset Management Chicago, Illinois	$0
3	3 Janney Montgomery Scott Philadelphia, Pennsylvania	$1.77M
4	HRES 4 Heitman Real Estate Securities Chicago, Illinois	$525K
5	LCM 5 LDR Capital Management New York	$9.36M

#	Name	Market Value	Shares	Shares Change	Shares Change %
1	ICA 1 Infrastructure Capital Advisors New York	$15.8M	514,814	+47,983	+10%
2	2 BlackRock New York	$10.3M	334,877	+8,784	+3%
3	LCM 3 LDR Capital Management New York	$9.36M	305,688	-198	-0.1%
4	WHG 4 Westwood Holdings Group Dallas, Texas	$8.58M	280,000	–	–
5	CAM 5 Camden Asset Management Los Angeles, California	$5.28M	177,343	-19,698	-10%
6	DG 6 DigitalBridge Group Boca Raton, Florida	$2.35M	76,709	–	–
7	BC 7 Brookfield Corp Toronto, Ontario, Canada	$2.26M	73,747	+22,410	+44%
8	PCM 8 Palisade Capital Management Fort Lee, New Jersey	$1.79M	59,500	–	–
9	9 Janney Montgomery Scott Philadelphia, Pennsylvania	$1.77M	57,802	-2,324	-4%
10	10 Cohen & Steers New York	$1.75M	57,085	–	–
11	AAI 11 Aequim Alternative Investments Mill Valley, California	$1.53M	50,000	–	–
12	12 Ameriprise Minneapolis, Minnesota	$1M	32,730	+13,500	+70%
13	13 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$843K	27,529	+7,830	+40%
14	14 LPL Financial San Diego, California	$780K	25,461	+4,351	+21%
15	HRES 15 Heitman Real Estate Securities Chicago, Illinois	$525K	17,147	-348	-2%
16	HIP 16 HUB Investment Partners Austin, Texas	$500K	16,308	–	–
17	17 Bessemer Group Woodbridge, New Jersey	$368K	12,000	+12,000	New
18	SCM 18 Schnieders Capital Management Pasadena, California	$328K	10,700	–	–
19	BHPW 19 Beverly Hills Private Wealth Beverly Hills, California	$303K	9,894	+9,894	New
20	20 Wells Fargo San Francisco, California	$261K	8,533	+600	+8%
21	SWA 21 SFMG Wealth Advisors Plano, Texas	$209K	6,834	+6,834	New
22	22 Morgan Stanley New York	$196K	6,384	-151	-2%
23	23 Royal Bank of Canada Toronto, Ontario, Canada	–	–	–	–
24	24 Osaic Holdings Scottsdale, Arizona	$3.06K	100	–	–
25	25 UBS Group Zurich, Switzerland	$1.84K	60	–	–