Epr Properties (epr 9 Perp E)Preferred / convertible

13F holders, Q2 2026 (June 30)

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

32holders +1

2new positions

1sold out

$32.15avg. 13F price*

At the end of Q2 2026, 32 institutions reported holding Epr Properties (epr 9 Perp E) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Weiss Asset Management LP ($20.9M), BlackRock, Inc. ($6.7M) and Camden Asset Management L P ($6.4M).

Company: Epr Properties (epr 9 Perp E)
Filed as: EPR PPTYS (Q2 2026)
CUSIP: 26884U307
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

	Institutions	Total Value
New Positions	2	$615K
Exits	1	$29K

All 13F filers, Q1 2026 → Q2 2026: 106,722 shares bought and 44,480 shares sold, net +62,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders


Weiss Asset Management LP	—	No change	640,439	$20.9M
BlackRock, Inc.	—	Reduce -13.5%	212,121	$6.7M
Camden Asset Management L P	—	No change	197,382	$6.4M
Westwood Holdings Group Inc.	—	No change	183,506	$5.9M
LDR Capital Management LLC	—	No change	173,004	$5.5M
Infrastructure Capital Advisors, LLC	—	Add +11.2%	111,300	$3.5M
Skaana Management L.P.	—	Add +118.5%	102,498	$3.3M
Beverly Hills Private Wealth, LLC	—	Add +11.7%	85,194	$2.7M
Aequim Alternative Investments LP	—	No change	71,692	$2.3M
DigitalBridge Group, Inc.	—	Reduce -9.0%	62,000	$2.0M
Palisade Capital Management, LP	—	No change	58,749	$1.9M
Cohen & Steers, Inc.	—	No change	57,085	$1.8M
Warberg Asset Management LLC	—	Add +10.4%	54,398	$1.7M
Ameriprise Financial Inc.	—	Add +9.0%	54,615	$1.7M
Janney Montgomery Scott LLC	—	Reduce -2.9%	37,304	$1.2M
Brookfield Corp	—	Reduce -7.5%	22,392	$711K
LPL Financial LLC	—	Reduce -3.7%	14,113	$448K
Manufacturers Life Insurance Company, The	—	New	10,050	$319K
Wealth Enhancement Advisory Services, LLC	—	New	9,082	$296K
Avise Financial Cooperative, Inc.	—	Add +17.2%	9,164	$291K
Schnieders Capital Management, Llc.	—	No change	8,900	$283K
Wells Fargo & Company	—	Reduce -0.0%	8,715	$277K
Heitman Real Estate Securities LLC	—	Reduce -3.7%	7,835	$249K
Pasadena Private Wealth, LLC	—	No change	7,177	$228K
Morgan Stanley	—	Add +0.0%	6,222	$198K
Zazove Associates LLC	—	Reduce -8.1%	5,122	$164K
MRP Capital Investments, LLC	—	Add +16.0%	5,075	$161K
UBS Group AG	—	Add +14.6%	1,609	$51K
Steward Partners Investment Advisory, LLC	—	No change	800	$25K
Jones Financial Companies LLLP	—	No change	300	$10K
Osaic Holdings, Inc.	—	No change	166	$5K
Godfrey Financial Associates, Inc.	—	No change	100	$3K

"% of holder's portfolio" is EPR PROPERTIES (EPR 9 PERP E)'s weight in each manager's 13F, not the share of Epr Properties (epr 9 Perp E) the manager owns.