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EPR Properties 9.00% Series E Preferred Shares

27 hedge funds and large institutions have $65.4M invested in EPR Properties 9.00% Series E Preferred Shares in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $58.5M → $65.4M (+$6.84M)

1.07% more ownership

Funds ownership: 61.99%63.06% (+1.1%)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
8
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICA
1
Infrastructure Capital Advisors
New York
$15.1M -$213K -7,273 -1%
BlackRock
2
BlackRock
New York
$8.92M -$498 -17 -0%
WHG
3
Westwood Holdings Group
Texas
$8.4M
LCM
4
LDR Capital Management
New York
$8.39M +$208K +7,093 +3%
CAM
5
Camden Asset Management
California
$5.34M
DG
6
DigitalBridge Group
Florida
$2.69M +$382K +13,034 +17%
AAI
7
Aequim Alternative Investments
California
$2.09M +$571K +19,492 +39%
PCM
8
Palisade Capital Management
New Jersey
$1.81M
Cohen & Steers
9
Cohen & Steers
New York
$1.71M
BC
10
Brookfield Corp
Ontario, Canada
$1.61M -$749K -25,584 -32%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.22M -$192K -6,544 -14%
Ameriprise
12
Ameriprise
Minnesota
$1.16M +$145K +4,950 +15%
LPL Financial
13
LPL Financial
California
$970K +$50.4K +1,722 +6%
Bank of America
14
Bank of America
North Carolina
$857K +$236K +8,045 +39%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$830K -$27K -920 -3%
CL
16
CSS LLC
Illinois
$751K +$732K +24,991 New
CP
17
Covalent Partners
Massachusetts
$600K
HRES
18
Heitman Real Estate Securities
Illinois
$515K
HIP
19
HUB Investment Partners
Texas
$489K
BHPW
20
Beverly Hills Private Wealth
California
$485K +$171K +5,854 +57%
SCM
21
Schnieders Capital Management
California
$312K -$8.79K -300 -3%
WAM
22
Wolverine Asset Management
Illinois
$280K -$141K -4,806 -34%
Wells Fargo
23
Wells Fargo
California
$256K +$29 +1 +0%
PPW
24
Pasadena Private Wealth
California
$233K +$228K +7,777 New
Morgan Stanley
25
Morgan Stanley
New York
$172K -$19.1K -651 -10%

EPR.PRE Hedge Fund Activity: Q1 2025 in Review

27 of the 7,463 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q1 2025, worth a combined $65.4M — up 12% from $58.5M a quarter earlier.

Fund positioning in EPR.PRE was balanced in Q1 2025: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 9 trimmed.

The largest buyer was CSS LLC, opening a new position worth an estimated $732K. The largest seller was Brookfield Corp, cutting an estimated $749K.

  • 27 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $65.4M of EPR Properties 9.00% Series E Preferred Shares stock for Q1 2025, up 12% quarter-over-quarter.
  • 3 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q1 2025 and 3 closed out, a net change of 0 holders.
  • The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q1 2025 was CSS LLC, an estimated $732K added.
  • The largest EPR Properties 9.00% Series E Preferred Shares seller in Q1 2025 was Brookfield Corp, an estimated $749K sold.

Based on aggregated 13F filings for Q1 2025.