Epr Properties (epr 9 Perp E)Preferred / convertible
13F holders, Q2 2025 (June 30)31holders +4
5new positions
1sold out
$31.22avg. 13F price*
At the end of Q2 2025, 31 institutions reported holding Epr Properties (epr 9 Perp E) in their 13F filings, up 4 from Q1 2025. 5 opened new positions and 1 sold out. The largest holders were Infrastructure Capital Advisors, LLC ($11.7M), Westwood Holdings Group Inc. ($8.8M) and LDR Capital Management LLC ($8.7M).
- Company
- Epr Properties (epr 9 Perp E)
- Filed as
- EPR PPTYS (Q2 2025)
- CUSIP
- 26884U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.9M |
| Exits | 1 | $489K |
All 13F filers, Q1 2025 → Q2 2025: 226,978 shares bought and 193,730 shares sold, net +33,248 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Infrastructure Capital Advisors, LLC | — | Reduce -25.3% | 376,761 | $11.7M |
| Westwood Holdings Group Inc. | — | Add +1.3% | 283,506 | $8.8M |
| LDR Capital Management LLC | — | No change | 279,693 | $8.7M |
| BlackRock, Inc. | — | Reduce -8.1% | 273,283 | $8.5M |
| Camden Asset Management L P | — | No change | 177,343 | $5.6M |
| CSS LLC | — | Add +402.6% | 125,617 | $3.9M |
| DigitalBridge Group, Inc. | — | No change | 89,743 | $2.8M |
| Aequim Alternative Investments LP | — | Add +3.2% | 71,692 | $2.2M |
| Weiss Asset Management LP | — | New | 65,000 | $2.1M |
| Palisade Capital Management, LP | — | No change | 59,500 | $1.9M |
| Cohen & Steers, Inc. | — | No change | 57,085 | $1.8M |
| Brookfield Corp | — | Reduce -9.4% | 48,530 | $1.5M |
| Janney Montgomery Scott LLC | — | Reduce -3.0% | 39,406 | $1.2M |
| Ameriprise Financial Inc. | — | Add +1.9% | 39,300 | $1.2M |
| Beverly Hills Private Wealth, LLC | — | Add +133.0% | 37,687 | $1.2M |
| Manufacturers Life Insurance Company, The | — | Reduce -5.9% | 26,008 | $811K |
| Bank of America Corp. | — | Reduce -15.2% | 24,220 | $755K |
| LPL Financial LLC | — | Reduce -30.9% | 22,334 | $696K |
| Covalent Partners LLC | — | No change | 20,000 | $624K |
| Heitman Real Estate Securities LLC | — | No change | 17,147 | $535K |
| Warberg Asset Management LLC | — | New | 16,336 | $509K |
| Schnieders Capital Management LLC | — | No change | 10,400 | $324K |
| Wells Fargo & Company | — | Reduce -0.0% | 8,515 | $266K |
| Pasadena Private Wealth, LLC | — | No change | 7,777 | $242K |
| MRP Capital Investments, LLC | — | Add +236.7% | 7,575 | $236K |
| Stifel Financial Corp. | — | New | 6,696 | $209K |
| Morgan Stanley | — | Add +12.8% | 6,470 | $202K |
| Wolverine Asset Management LLC | — | Reduce -37.4% | 5,845 | $183K |
| Raymond James Financial Inc. | — | New | 2,300 | $72K |
| UBS Group AG | — | Add +117.2% | 2,194 | $68K |
| Zazove Associates LLC | — | New | 807 | $25K |
"% 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.