Epr Properties (epr 5.75 Perp C)Preferred / convertible

13F holders, Q1 2025 (March 31)
37holders +3
5new positions
3sold out
1famous investor
$23.02avg. 13F price*

At the end of Q1 2025, 37 institutions reported holding Epr Properties (epr 5.75 Perp C) in their 13F filings, up 3 from Q4 2024. 5 opened new positions and 3 sold out. The largest holders were Skaana Management L.P. ($19.6M), Camden Asset Management L P ($12.7M) and BlackRock, Inc. ($10.7M). One famous investor held it Israel Englander ( of Millennium Management's portfolio).

Company
Epr Properties (epr 5.75 Perp C)
Filed as
EPR PPTYS (Q1 2025)
CUSIP
26884U208
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 34Q1 2024Q2 2024: 33Q2 2024Q3 2024: 33Q3 2024Q4 2024: 34Q4 2024Q1 2025: 37Q1 2025Q2 2025: 35Q2 2025Q3 2025: 33Q3 2025Q4 2025: 31Q4 2025Q1 2026: 32Q1 2026Q2 2026: 27Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions5$7.0M
Exits3$339K

All 13F filers, Q4 2024 → Q1 2025: 634,356 shares bought and 274,635 shares sold, net +359,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Skaana Management L.P. — Add +43.3% 849,820 $19.6M
Camden Asset Management L P — No change 546,740 $12.7M
BlackRock, Inc. — Add +0.5% 465,605 $10.7M
Aequim Alternative Investments LP — No change 440,000 $10.2M
CSS LLC — New 296,556 $6.9M
LDR Capital Management LLC — Add +3.2% 166,884 $3.9M
Uniplan Investment Counsel, Inc. — Reduce -3.5% 132,482 $3.1M
D.A. Davidson & Co. — Reduce -2.0% 116,327 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — Reduce -2.0% 106,777 $2.5M
DigitalBridge Group, Inc. — Reduce -13.0% 100,000 $2.3M
Cohen & Steers, Inc. — Reduce -64.1% 92,088 $2.1M
Warberg Asset Management LLC — Add +0.2% 90,180 $2.1M
Covalent Partners LLC — Reduce -10.5% 85,562 $2.0M
Cutler Capital Management, LLC — Reduce -7.3% 82,745 $1.9M
Janney Montgomery Scott LLC — Add +5.6% 73,549 $1.7M
Nomura Holdings Inc. — Add +185.2% 65,394 $1.5M
Tidal Investments LLC — Reduce -8.6% 62,944 $1.5M
Morgan Stanley — Reduce -3.7% 50,272 $1.2M
Wells Fargo & Company — Add +10.3% 49,668 $1.1M
North Star Investment Management Corp. — No change 32,200 $743K
Wolverine Asset Management LLC — No change 27,069 $625K
HUB Investment Partners, LLC — No change 25,812 $596K
Envestnet Asset Management Inc. — Reduce -2.3% 23,251 $537K
Infrastructure Capital Advisors, LLC — Reduce -66.4% 21,660 $500K
CoreCap Advisors, LLC — Reduce -12.4% 8,981 $207K
Bank of America Corp. — New 4,580 $106K
UBS Group AG — Add +7.0% 3,487 $80K
Fifth Third Bancorp — Reduce -8.1% 3,309 $76K
Glendon Capital Management LP — No change 1,000 $23K
Millennium Management — New 17,700 $17K
Lanark Financial, Inc. — — 531 $12K
Steward Partners Investment Advisory, LLC — Reduce -51.4% 456 $11K
Whittier Trust Co. — No change 264 $6K
Medallion Wealth Advisors, LLC — Add +1.7% 239 $6K
TD Private Client Wealth LLC — No change 71 $2K
US Bancorp \de — New 62 $1K
Tower Research Capital LLC (TRC) — New 37 $854

"% of holder's portfolio" is EPR PROPERTIES (EPR 5.75 PERP C)'s weight in each manager's 13F, not the share of Epr Properties (epr 5.75 Perp C) the manager owns.