Epr Properties (epr 9 Perp E)Preferred / convertible
13F holders, Q1 2024 (March 31)24holders
$27.16avg. 13F price*
At the end of Q1 2024, 24 institutions reported holding Epr Properties (epr 9 Perp E) in their 13F filings. The largest holders were Infrastructure Capital Advisors, LLC ($13.0M), BlackRock Inc. ($9.1M) and LDR Capital Management LLC ($8.3M).
- Company
- Epr Properties (epr 9 Perp E)
- Filed as
- EPR PPTYS (Q1 2024)
- CUSIP
- 26884U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $480K |
| Exits | 2 | $1.3M |
Ownership 24 holders
| Infrastructure Capital Advisors, LLC | — | Reduce -3.5% | 480,498 | $13.0M |
| BlackRock Inc. | — | Add +5.3% | 334,902 | $9.1M |
| LDR Capital Management LLC | — | Reduce -0.1% | 307,706 | $8.3M |
| Westwood Holdings Group Inc. | — | No change | 280,000 | $7.6M |
| Camden Asset Management L P | — | Reduce -0.4% | 256,541 | $7.1M |
| DigitalBridge Group, Inc. | — | No change | 76,709 | $2.1M |
| Janney Montgomery Scott LLC | — | Reduce -9.7% | 66,124 | $1.8M |
| Palisade Capital Management, LP | — | Reduce -24.6% | 59,500 | $1.7M |
| Cohen & Steers, Inc. | — | No change | 57,085 | $1.5M |
| Aequim Alternative Investments LP | — | No change | 50,000 | $1.4M |
| Brookfield Corp | — | Reduce -5.0% | 37,404 | $1.0M |
| Heitman Real Estate Securities LLC | — | Reduce -23.4% | 18,665 | $505K |
| HUB Investment Partners, LLC | — | New | 16,308 | $441K |
| Wolverine Asset Management LLC | — | Reduce -53.5% | 15,757 | $431K |
| Moors & Cabot, Inc. | — | Add +61.1% | 11,600 | $314K |
| Schnieders Capital Management LLC | — | Reduce -7.4% | 10,700 | $290K |
| LPL Financial LLC | — | Add +20.9% | 10,111 | $274K |
| Sfmg, LLC | — | Reduce -14.6% | 7,834 | $212K |
| Wells Fargo & Company | — | Add +26.6% | 7,382 | $200K |
| Morgan Stanley | — | Add +109.5% | 6,636 | $184K |
| Jones Financial Companies LLLP | — | New | 1,400 | $38K |
| UBS Group AG | — | Add +1451.7% | 931 | $25K |
| Osaic Holdings, Inc. | — | No change | 100 | $3K |
| Tower Research Capital LLC (TRC) | — | New | 17 | $460 |
"% 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.