Epr Properties (epr 9 Perp E)Preferred / convertible

13F holders, Q4 2025 (December 31)

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

32holders +3

5new positions

4sold out

$29.99avg. 13F price*

At the end of Q4 2025, 32 institutions reported holding Epr Properties (epr 9 Perp E) in their 13F filings, up 3 from Q3 2025. 5 opened new positions and 4 sold out. The largest holders were Weiss Asset Management LP ($9.5M), Westwood Holdings Group Inc. ($8.5M) and LDR Capital Management LLC ($8.2M).

Company: Epr Properties (epr 9 Perp E)
Filed as: EPR PPTYS (Q4 2025)
CUSIP: 26884U307
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

	Institutions	Total Value
New Positions	5	$551K
Exits	4	$2.3M

All 13F filers, Q3 2025 → Q4 2025: 98,451 shares bought and 219,546 shares sold, net −121,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders


Weiss Asset Management LP	—	Add +7.1%	315,553	$9.5M
Westwood Holdings Group Inc.	—	No change	283,506	$8.5M
LDR Capital Management LLC	—	Reduce -1.6%	275,122	$8.2M
BlackRock, Inc.	—	Reduce -4.5%	260,993	$7.8M
Camden Asset Management L P	—	No change	197,382	$5.9M
Infrastructure Capital Advisors, LLC	—	Reduce -46.4%	121,506	$3.6M
DigitalBridge Group, Inc.	—	No change	89,743	$2.7M
Aequim Alternative Investments LP	—	No change	71,692	$2.1M
Beverly Hills Private Wealth, LLC	—	Add +33.8%	71,525	$2.1M
Palisade Capital Management, LP	—	Reduce 0.0%	59,499	$1.8M
Cohen & Steers, Inc.	—	No change	57,085	$1.7M
Warberg Asset Management LLC	—	Add +201.1%	55,449	$1.7M
Ameriprise Financial Inc.	—	Add +9.1%	48,100	$1.4M
Janney Montgomery Scott LLC	—	Reduce -2.5%	38,404	$1.1M
Brookfield Corp	—	Reduce -24.6%	36,999	$1.1M
Heitman Real Estate Securities LLC	—	No change	17,147	$513K
LPL Financial LLC	—	Reduce -5.3%	14,251	$426K
Manufacturers Life Insurance Company, The	—	Reduce -49.0%	12,800	$383K
Skaana Management L.P.	—	New	10,148	$304K
Schnieders Capital Management, Llc.	—	No change	8,900	$266K
Wells Fargo & Company	—	No change	8,715	$261K
Pasadena Private Wealth, LLC	—	Reduce -2.4%	8,077	$242K
Avise Financial Cooperative, Inc.	—	—	7,273	$218K
Wealth Enhancement Advisory Services, LLC	—	New	6,778	$210K
Stifel Financial Corp.	—	No change	6,696	$200K
Morgan Stanley	—	Reduce -3.9%	6,221	$186K
MRP Capital Investments, LLC	—	Add +4.1%	5,075	$152K
Zazove Associates LLC	—	No change	2,983	$90K
Steward Partners Investment Advisory, LLC	—	New	800	$24K
Jones Financial Companies LLLP	—	New	300	$9K
Osaic Holdings, Inc.	—	New	166	$5K
Godfrey Financial Associates, Inc.	—	—	100	$3K

"% 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.