Epr Properties (epr 5.75 Perp C)Preferred / convertible
13F holders, Q1 2026 (March 31)32holders +1
3new positions
2sold out
$22.71avg. 13F price*
At the end of Q1 2026, 32 institutions reported holding Epr Properties (epr 5.75 Perp C) in their 13F filings, up 1 from Q4 2025. 3 opened new positions and 2 sold out. The largest holders were Weiss Asset Management LP ($47.3M), Camden Asset Management L P ($11.9M) and Aequim Alternative Investments LP ($9.9M).
- Company
- Epr Properties (epr 5.75 Perp C)
- Filed as
- EPR PPTYS (Q1 2026)
- CUSIP
- 26884U208
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $350K |
| Exits | 2 | $1.8M |
All 13F filers, Q4 2025 → Q1 2026: 474,281 shares bought and 413,131 shares sold, net +61,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Weiss Asset Management LP | — | Add +27.1% | 2,067,831 | $47.3M |
| Camden Asset Management L P | — | Add +0.1% | 526,931 | $11.9M |
| Aequim Alternative Investments LP | — | No change | 440,000 | $9.9M |
| BlackRock, Inc. | — | Reduce -6.0% | 383,821 | $8.7M |
| DigitalBridge Group, Inc. | — | Reduce -14.7% | 119,398 | $2.7M |
| Uniplan Investment Counsel, Inc. | — | Reduce -4.3% | 110,841 | $2.5M |
| D.A. Davidson & Co. | — | Reduce -3.0% | 103,632 | $2.3M |
| Warberg Asset Management LLC | — | Add +2.9% | 99,923 | $2.3M |
| Janney Montgomery Scott LLC | — | Add +3.1% | 80,514 | $1.8M |
| North Star Investment Management Corp. | — | Add +4.9% | 65,000 | $1.5M |
| Wells Fargo & Company | — | Reduce -2.6% | 37,007 | $837K |
| Tidal Investments LLC | — | Reduce -13.9% | 33,500 | $757K |
| Westwood Holdings Group Inc. | — | No change | 31,000 | $700K |
| LDR Capital Management LLC | — | Add +1.0% | 27,950 | $632K |
| Envestnet Asset Management Inc. | — | Add +0.1% | 23,869 | $540K |
| Morgan Stanley | — | Reduce -13.3% | 22,953 | $519K |
| Skaana Management L.P. | — | Reduce -93.5% | 18,209 | $422K |
| Wolverine Asset Management LLC | — | Reduce -30.2% | 18,270 | $421K |
| CSS LLC | — | New | 11,457 | $259K |
| CoreCap Advisors, LLC | — | Add +6.3% | 9,865 | $223K |
| Captrust Financial Advisors | — | No change | 9,496 | $215K |
| SeaCrest Wealth Management, LLC | — | No change | 9,425 | $213K |
| Fifth Third Bancorp | — | Reduce -12.3% | 2,902 | $66K |
| Global Assets Advisory, LLC | — | New | 6,988 | $57K |
| Osaic Holdings, Inc. | — | Add +177.8% | 2,500 | $57K |
| UBS Group AG | — | Add +165.7% | 1,990 | $45K |
| Advisory Services Network, LLC | — | New | 1,532 | $35K |
| Glendon Capital Management LP | — | No change | 1,000 | $23K |
| Jones Financial Companies LLLP | — | Add +569.8% | 797 | $18K |
| Medallion Wealth Advisors, LLC | — | Add +1.2% | 253 | $6K |
| Steward Partners Investment Advisory, LLC | — | No change | 154 | $3K |
| TD Private Client Wealth LLC | — | No change | 71 | $2K |
"% 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.