Epr Properties (epr 9 Perp E)Preferred / convertible
13F holders, Q3 2024 (September 30)24holders +2
3new positions
1sold out
$30.55avg. 13F price*
At the end of Q3 2024, 24 institutions reported holding Epr Properties (epr 9 Perp E) in their 13F filings, up 2 from Q2 2024. 3 opened new positions and 1 sold out. The largest holders were Infrastructure Capital Advisors, LLC ($15.8M), BlackRock, Inc. ($10.3M) and LDR Capital Management LLC ($9.4M).
- Company
- Epr Properties (epr 9 Perp E)
- Filed as
- EPR PPTYS (Q3 2024)
- CUSIP
- 26884U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $880K |
| Exits | 1 | $331K |
All 13F filers, Q2 2024 → Q3 2024: 125,402 shares bought and 34,655 shares sold, net +90,747 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Infrastructure Capital Advisors, LLC | — | Add +10.3% | 514,814 | $15.8M |
| BlackRock, Inc. | — | — | 334,877 | $10.3M |
| LDR Capital Management LLC | — | Reduce -0.1% | 305,688 | $9.4M |
| Westwood Holdings Group Inc. | — | No change | 280,000 | $8.6M |
| Camden Asset Management L P | — | Reduce -10.0% | 177,343 | $5.3M |
| DigitalBridge Group, Inc. | — | No change | 76,709 | $2.3M |
| Brookfield Corp | — | Add +43.6% | 73,747 | $2.3M |
| Palisade Capital Management, LP | — | No change | 59,500 | $1.8M |
| Janney Montgomery Scott LLC | — | Reduce -3.9% | 57,802 | $1.8M |
| Cohen & Steers, Inc. | — | No change | 57,085 | $1.7M |
| Aequim Alternative Investments LP | — | No change | 50,000 | $1.5M |
| Ameriprise Financial Inc. | — | Add +70.2% | 32,730 | $1.0M |
| Manufacturers Life Insurance Company, The | — | Add +39.8% | 27,529 | $843K |
| LPL Financial LLC | — | Add +20.6% | 25,461 | $780K |
| Heitman Real Estate Securities LLC | — | Reduce -2.0% | 17,147 | $525K |
| HUB Investment Partners, LLC | — | No change | 16,308 | $500K |
| Bessemer Group Inc. | — | New | 12,000 | $368K |
| Schnieders Capital Management LLC | — | No change | 10,700 | $328K |
| Beverly Hills Private Wealth, LLC | — | New | 9,894 | $303K |
| Wells Fargo & Company | — | Add +7.6% | 8,533 | $261K |
| Sfmg, LLC | — | New | 6,834 | $209K |
| Morgan Stanley | — | Reduce -2.3% | 6,384 | $196K |
| Osaic Holdings, Inc. | — | No change | 100 | $3K |
| UBS Group AG | — | No change | 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.