Epr Properties (epr 9 Perp E)Preferred / convertible
13F holders, Q1 2026 (March 31)31holders −1
2new positions
3sold out
$30.37avg. 13F price*
At the end of Q1 2026, 31 institutions reported holding Epr Properties (epr 9 Perp E) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 3 sold out. The largest holders were Weiss Asset Management LP ($19.5M), BlackRock, Inc. ($7.5M) and Camden Asset Management L P ($6.0M).
- Company
- Epr Properties (epr 9 Perp E)
- Filed as
- EPR PPTYS (Q1 2026)
- CUSIP
- 26884U307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $72K |
| Exits | 3 | $793K |
All 13F filers, Q4 2025 → Q1 2026: 374,257 shares bought and 317,378 shares sold, net +56,879 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Weiss Asset Management LP | — | Add +103.0% | 640,439 | $19.5M |
| BlackRock, Inc. | — | Reduce -6.0% | 245,315 | $7.5M |
| Camden Asset Management L P | — | No change | 197,382 | $6.0M |
| Westwood Holdings Group Inc. | — | Reduce -35.3% | 183,506 | $5.6M |
| LDR Capital Management LLC | — | Reduce -37.1% | 173,004 | $5.3M |
| Infrastructure Capital Advisors, LLC | — | Reduce -17.6% | 100,124 | $3.0M |
| Beverly Hills Private Wealth, LLC | — | Add +6.6% | 76,240 | $2.3M |
| Aequim Alternative Investments LP | — | No change | 71,692 | $2.2M |
| DigitalBridge Group, Inc. | — | Reduce -24.1% | 68,114 | $2.1M |
| Palisade Capital Management, LP | — | Reduce -1.3% | 58,749 | $1.8M |
| Cohen & Steers, Inc. | — | No change | 57,085 | $1.7M |
| Ameriprise Financial Inc. | — | Add +4.2% | 50,100 | $1.5M |
| Warberg Asset Management LLC | — | Reduce -11.1% | 49,292 | $1.5M |
| Skaana Management L.P. | — | Add +362.3% | 46,910 | $1.4M |
| Janney Montgomery Scott LLC | — | No change | 38,404 | $1.2M |
| Brookfield Corp | — | Reduce -34.5% | 24,220 | $736K |
| LPL Financial LLC | — | Add +2.8% | 14,656 | $445K |
| Schnieders Capital Management, Llc. | — | No change | 8,900 | $270K |
| Wells Fargo & Company | — | Add +0.0% | 8,716 | $265K |
| Heitman Real Estate Securities LLC | — | Reduce -52.5% | 8,136 | $247K |
| Avise Financial Cooperative, Inc. | — | Add +7.5% | 7,819 | $238K |
| Pasadena Private Wealth, LLC | — | Reduce -11.1% | 7,177 | $218K |
| Morgan Stanley | — | No change | 6,221 | $189K |
| Zazove Associates LLC | — | Add +86.8% | 5,571 | $169K |
| MRP Capital Investments, LLC | — | Reduce -13.8% | 4,375 | $133K |
| UBS Group AG | — | New | 1,404 | $43K |
| Advisory Services Network, LLC | — | New | 950 | $29K |
| Steward Partners Investment Advisory, LLC | — | No change | 800 | $24K |
| Jones Financial Companies LLLP | — | No change | 300 | $9K |
| Osaic Holdings, Inc. | — | No change | 166 | $5K |
| Godfrey Financial Associates, Inc. | — | No change | 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.