Epr Properties (epr 9 Perp E)Preferred / convertible
13F holders, Q4 2024 (December 31)27holders +3
5new positions
2sold out
$27.35avg. 13F price*
At the end of Q4 2024, 27 institutions reported holding Epr Properties (epr 9 Perp E) in their 13F filings, up 3 from Q3 2024. 5 opened new positions and 2 sold out. The largest holders were Infrastructure Capital Advisors, LLC ($13.9M), BlackRock, Inc. ($8.1M) and Westwood Holdings Group Inc. ($7.6M).
- Company
- Epr Properties (epr 9 Perp E)
- Filed as
- EPR PPTYS (Q4 2024)
- CUSIP
- 26884U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.7M |
| Exits | 2 | $212K |
All 13F filers, Q3 2024 → Q4 2024: 76,272 shares bought and 98,820 shares sold, net −22,548 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Infrastructure Capital Advisors, LLC | — | Reduce -0.6% | 511,629 | $13.9M |
| BlackRock, Inc. | — | Reduce -11.2% | 297,409 | $8.1M |
| Westwood Holdings Group Inc. | — | No change | 280,000 | $7.6M |
| LDR Capital Management LLC | — | Reduce -10.8% | 272,600 | $7.4M |
| Camden Asset Management L P | — | No change | 177,343 | $4.9M |
| Brookfield Corp | — | Add +7.3% | 79,138 | $2.2M |
| DigitalBridge Group, Inc. | — | No change | 76,709 | $2.1M |
| Palisade Capital Management, LP | — | No change | 59,500 | $1.7M |
| Cohen & Steers, Inc. | — | No change | 57,085 | $1.6M |
| Aequim Alternative Investments LP | — | No change | 50,000 | $1.4M |
| Janney Montgomery Scott LLC | — | Reduce -18.4% | 47,175 | $1.3M |
| Ameriprise Financial Inc. | — | Add +2.7% | 33,600 | $915K |
| LPL Financial LLC | — | Add +20.2% | 30,612 | $834K |
| Manufacturers Life Insurance Company, The | — | Add +3.8% | 28,567 | $778K |
| Bank of America Corp. | — | New | 20,511 | $559K |
| Covalent Partners LLC | — | New | 20,000 | $545K |
| Heitman Real Estate Securities LLC | — | No change | 17,147 | $467K |
| HUB Investment Partners, LLC | — | No change | 16,308 | $444K |
| Wolverine Asset Management LLC | — | New | 14,144 | $397K |
| Schnieders Capital Management LLC | — | No change | 10,700 | $291K |
| Beverly Hills Private Wealth, LLC | — | Add +4.3% | 10,321 | $281K |
| Wells Fargo & Company | — | Reduce -0.2% | 8,515 | $232K |
| Jane Street Group, LLC | — | New | 7,757 | $211K |
| Morgan Stanley | — | Add +0.0% | 6,385 | $174K |
| Bessemer Group Inc. | — | Reduce -62.5% | 4,500 | $123K |
| UBS Group AG | — | Add +1603.3% | 1,022 | $28K |
| Tower Research Capital LLC (TRC) | — | New | 20 | $545 |
"% 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.