Epr Properties (epr 9 Perp E)Preferred / convertible
13F holders, Q3 2025 (September 30)29holders −2
1new positions
3sold out
$31.60avg. 13F price*
At the end of Q3 2025, 29 institutions reported holding Epr Properties (epr 9 Perp E) in their 13F filings, down 2 from Q2 2025. 1 opened new positions and 3 sold out. The largest holders were Weiss Asset Management LP ($9.6M), Westwood Holdings Group Inc. ($8.9M) and LDR Capital Management LLC ($8.8M).
- Company
- Epr Properties (epr 9 Perp E)
- Filed as
- EPR PPTYS (Q3 2025)
- CUSIP
- 26884U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $30K |
| Exits | 3 | $1.0M |
All 13F filers, Q2 2025 → Q3 2025: 276,664 shares bought and 271,224 shares sold, net +5,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Weiss Asset Management LP | — | Add +353.2% | 294,586 | $9.6M |
| Westwood Holdings Group Inc. | — | No change | 283,506 | $8.9M |
| LDR Capital Management LLC | — | Reduce -0.0% | 279,569 | $8.8M |
| BlackRock, Inc. | — | Reduce -0.0% | 273,246 | $8.6M |
| Infrastructure Capital Advisors, LLC | — | Reduce -39.8% | 226,870 | $6.8M |
| Camden Asset Management L P | — | Add +11.3% | 197,382 | $6.3M |
| DigitalBridge Group, Inc. | — | No change | 89,743 | $2.8M |
| Aequim Alternative Investments LP | — | No change | 71,692 | $2.3M |
| Palisade Capital Management, LP | — | No change | 59,500 | $1.9M |
| Cohen & Steers, Inc. | — | No change | 57,085 | $1.8M |
| Beverly Hills Private Wealth, LLC | — | Add +41.9% | 53,465 | $1.7M |
| Brookfield Corp | — | Add +1.1% | 49,048 | $1.5M |
| CSS LLC | — | Reduce -62.0% | 47,678 | $1.5M |
| Ameriprise Financial Inc. | — | Add +12.2% | 44,100 | $1.4M |
| Janney Montgomery Scott LLC | — | Add +0.0% | 39,408 | $1.2M |
| Manufacturers Life Insurance Company, The | — | Reduce -3.4% | 25,123 | $793K |
| Covalent Partners LLC | — | No change | 20,000 | $631K |
| Warberg Asset Management LLC | — | Add +12.7% | 18,417 | $589K |
| Heitman Real Estate Securities LLC | — | No change | 17,147 | $541K |
| LPL Financial LLC | — | Reduce -32.6% | 15,051 | $475K |
| Schnieders Capital Management, Llc. | — | — | 8,900 | $281K |
| Wells Fargo & Company | — | Add +2.4% | 8,715 | $275K |
| Pasadena Private Wealth, LLC | — | Add +6.4% | 8,277 | $261K |
| Stifel Financial Corp. | — | No change | 6,696 | $211K |
| Morgan Stanley | — | No change | 6,470 | $204K |
| MRP Capital Investments, LLC | — | Reduce -35.6% | 4,875 | $152K |
| Zazove Associates LLC | — | Add +269.6% | 2,983 | $95K |
| UBS Group AG | — | Add +1.6% | 2,228 | $70K |
| Advisory Services Network, LLC | — | New | 950 | $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.