Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in EPR Properties - Preferred Stock include Captrust Financial Advisors, Seacrest Wealth Management, Llc, and Raymond James Financial Inc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Skaana Management L.P. | 861,366 | 1.36 | 21,577 | 10.01 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9,380 | 4.44 | 235 | 13.04 | ||||
| 2025-08-14 | 13F | Css Llc/il | 558,219 | 88.23 | 14,188 | 106.52 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 540 | 1.69 | 0 | |||||
| 2025-08-12 | 13F | Warberg Asset Management LLC | 135,412 | 50.16 | 3,441 | 65.35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 28,413 | 4.97 | 724 | 15.87 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 250 | 6 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 30,402 | 563.80 | 762 | 624.76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 134 | 3.88 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10,600 | 266 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 66 | 78.38 | 2 | |||||
| 2025-06-25 | NP | PFFA - Virtus InfraCap U.S. Preferred Stock ETF | 22,294 | 7.20 | 489 | 10.38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13,329 | 334 |
