Epr Properties (epr 9 Perp E)Preferred / convertible
13F holders, Q2 2024 (June 30)22holders −2
2new positions
4sold out
$27.84avg. 13F price*
At the end of Q2 2024, 22 institutions reported holding Epr Properties (epr 9 Perp E) in their 13F filings, down 2 from Q1 2024. 2 opened new positions and 4 sold out. The largest holders were Infrastructure Capital Advisors, LLC ($13.0M), BlackRock Inc. ($9.1M) and LDR Capital Management LLC ($8.5M).
- Company
- Epr Properties (epr 9 Perp E)
- Filed as
- EPR PPTYS (Q2 2024)
- CUSIP
- 26884U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.1M |
| Exits | 4 | $564K |
All 13F filers, Q1 2024 → Q2 2024: 64,412 shares bought and 116,608 shares sold, net −52,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Infrastructure Capital Advisors, LLC | — | Reduce -2.8% | 466,831 | $13.0M |
| BlackRock Inc. | — | Reduce -2.6% | 326,093 | $9.1M |
| LDR Capital Management LLC | — | Reduce -0.6% | 305,886 | $8.5M |
| Westwood Holdings Group Inc. | — | No change | 280,000 | $7.8M |
| Camden Asset Management L P | — | Reduce -23.2% | 197,041 | $5.4M |
| DigitalBridge Group, Inc. | — | No change | 76,709 | $2.1M |
| Janney Montgomery Scott LLC | — | Reduce -9.1% | 60,126 | $1.7M |
| Palisade Capital Management, LP | — | No change | 59,500 | $1.6M |
| Cohen & Steers, Inc. | — | No change | 57,085 | $1.6M |
| Brookfield Corp | — | Add +37.3% | 51,337 | $1.4M |
| Aequim Alternative Investments LP | — | No change | 50,000 | $1.4M |
| LPL Financial LLC | — | Add +108.8% | 21,110 | $589K |
| Manufacturers Life Insurance Company, The | — | New | 19,699 | $549K |
| Ameriprise Financial Inc. | — | New | 19,230 | $536K |
| Heitman Real Estate Securities LLC | — | Reduce -6.3% | 17,495 | $488K |
| HUB Investment Partners, LLC | — | No change | 16,308 | $455K |
| Wolverine Asset Management LLC | — | Reduce -24.3% | 11,936 | $331K |
| Schnieders Capital Management LLC | — | No change | 10,700 | $298K |
| Wells Fargo & Company | — | Add +7.5% | 7,933 | $221K |
| Morgan Stanley | — | Reduce -1.5% | 6,535 | $182K |
| Osaic Holdings, Inc. | — | No change | 100 | $3K |
| UBS Group AG | — | Reduce -93.6% | 60 | $2K |
"% 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.