Epr Properties (epr 9 Perp E)Preferred / convertible
13F holders, Q1 2025 (March 31)27holders
3new positions
3sold out
$30.03avg. 13F price*
At the end of Q1 2025, 27 institutions reported holding Epr Properties (epr 9 Perp E) in their 13F filings, unchanged from Q4 2024. 3 opened new positions and 3 sold out. The largest holders were Infrastructure Capital Advisors, LLC ($15.1M), BlackRock, Inc. ($8.9M) and Westwood Holdings Group Inc. ($8.4M).
- Company
- Epr Properties (epr 9 Perp E)
- Filed as
- EPR PPTYS (Q1 2025)
- CUSIP
- 26884U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 3 | $335K |
All 13F filers, Q4 2024 → Q1 2025: 95,209 shares bought and 58,384 shares sold, net +36,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Infrastructure Capital Advisors, LLC | — | Reduce -1.4% | 504,356 | $15.1M |
| BlackRock, Inc. | — | Reduce -0.0% | 297,392 | $8.9M |
| Westwood Holdings Group Inc. | — | No change | 280,000 | $8.4M |
| LDR Capital Management LLC | — | Add +2.6% | 279,693 | $8.4M |
| Camden Asset Management L P | — | No change | 177,343 | $5.3M |
| DigitalBridge Group, Inc. | — | Add +17.0% | 89,743 | $2.7M |
| Aequim Alternative Investments LP | — | Add +39.0% | 69,492 | $2.1M |
| Palisade Capital Management, LP | — | No change | 59,500 | $1.8M |
| Cohen & Steers, Inc. | — | No change | 57,085 | $1.7M |
| Brookfield Corp | — | Reduce -32.3% | 53,554 | $1.6M |
| Janney Montgomery Scott LLC | — | Reduce -13.9% | 40,631 | $1.2M |
| Ameriprise Financial Inc. | — | Add +14.7% | 38,550 | $1.2M |
| LPL Financial LLC | — | Add +5.6% | 32,334 | $970K |
| Bank of America Corp. | — | Add +39.2% | 28,556 | $857K |
| Manufacturers Life Insurance Company, The | — | Reduce -3.2% | 27,647 | $830K |
| CSS LLC | — | New | 24,991 | $751K |
| Covalent Partners LLC | — | No change | 20,000 | $600K |
| Heitman Real Estate Securities LLC | — | No change | 17,147 | $515K |
| HUB Investment Partners, LLC | — | No change | 16,308 | $489K |
| Beverly Hills Private Wealth, LLC | — | Add +56.7% | 16,175 | $485K |
| Schnieders Capital Management LLC | — | Reduce -2.8% | 10,400 | $312K |
| Wolverine Asset Management LLC | — | Reduce -34.0% | 9,338 | $280K |
| Wells Fargo & Company | — | Add +0.0% | 8,516 | $256K |
| Pasadena Private Wealth, LLC | — | New | 7,777 | $233K |
| Morgan Stanley | — | Reduce -10.2% | 5,734 | $172K |
| MRP Capital Investments, LLC | — | New | 2,250 | $68K |
| UBS Group AG | — | Reduce -1.2% | 1,010 | $30K |
"% 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.