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EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares
EPR.PRE

Overview Fund Activity

31 hedge funds and large institutions have $69M invested in EPR Properties 9.00% Series E Cumulative Convertible Preferred Shares in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
8
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CL
CSS LLC
Illinois
$3.92M
2
WAM
Weiss Asset Management
Massachusetts
$2.08M
3
BHPW
Beverly Hills Private Wealth
California
$1.18M
4
WAM
Warberg Asset Management
Illinois
$509K
5
Stifel Financial
Stifel Financial
Missouri
$209K

Top Sellers

1
ICA
Infrastructure Capital Advisors
New York
$11.7M
2
BlackRock
BlackRock
New York
$8.52M
3
HIP
HUB Investment Partners
Texas
$0
4
LPL Financial
LPL Financial
California
$696K
5
BC
Brookfield Corp
Ontario, Canada
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICA
1
Infrastructure Capital Advisors
New York
$11.7M -$3.98M -127,595 -25%
WHG
2
Westwood Holdings Group
Texas
$8.84M +$109K +3,506 +1%
LCM
3
LDR Capital Management
New York
$8.72M – – –
BlackRock
4
BlackRock
New York
$8.52M -$752K -24,109 -8%
CAM
5
Camden Asset Management
California
$5.56M – – –
CL
6
CSS LLC
Illinois
$3.92M +$3.14M +100,626 +403%
DG
7
DigitalBridge Group
Florida
$2.8M – – –
AAI
8
Aequim Alternative Investments
California
$2.24M +$68.6K +2,200 +3%
WAM
9
Weiss Asset Management
Massachusetts
$2.08M +$2.08M +65,000 New
PCM
10
Palisade Capital Management
New Jersey
$1.87M – – –
Cohen & Steers
11
Cohen & Steers
New York
$1.78M – – –
BC
12
Brookfield Corp
Ontario, Canada
$1.51M -$157K -5,024 -9%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.23M -$38.2K -1,225 -3%
Ameriprise
14
Ameriprise
Minnesota
$1.23M +$23.4K +750 +2%
BHPW
15
Beverly Hills Private Wealth
California
$1.18M +$671K +21,512 +133%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$811K -$51.1K -1,639 -6%
Bank of America
17
Bank of America
North Carolina
$755K -$135K -4,336 -15%
LPL Financial
18
LPL Financial
California
$696K -$312K -10,000 -31%
CP
19
Covalent Partners
Massachusetts
$624K – – –
HRES
20
Heitman Real Estate Securities
Illinois
$535K – – –
WAM
21
Warberg Asset Management
Illinois
$509K +$509K +16,336 New
SCM
22
Schnieders Capital Management
California
$324K – – –
Wells Fargo
23
Wells Fargo
California
$266K -$31 -1 -0%
PPW
24
Pasadena Private Wealth
California
$242K – – –
MCI
25
MRP Capital Investments
Georgia
$236K +$166K +5,325 +237%
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