Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in EPR Properties - Preferred Stock include Warberg Asset Management LLC, Raymond James Financial Inc, and Zazove Associates Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Aequim Alternative Investments LP | 71,692 | 3.17 | 2,235 | 7.19 | ||||
| 2025-08-14 | 13F/A | Zazove Associates Llc | 807 | 25 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 39,300 | 1.95 | 1,225 | 5.97 | ||||
| 2025-08-14 | 13F | Css Llc/il | 125,617 | 402.65 | 3,920 | 421.84 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6,696 | 209 | ||||||
| 2025-08-12 | 13F | Warberg Asset Management LLC | 16,336 | 509 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 6,470 | 12.84 | 202 | 16.86 | ||||
| 2025-06-25 | NP | KIFYX - Westwood Salient Select Income Fund Institutional Shares | 283,506 | 1.25 | 8,276 | 3.68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,300 | 72 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,194 | 117.23 | 68 | 126.67 | ||||
| 2025-08-26 | NP | Brookfield Real Assets Income Fund Inc. | 138,604 | 1.53 | 4,322 | 5.49 | ||||
| 2025-06-25 | NP | PFFA - Virtus InfraCap U.S. Preferred Stock ETF | 512,089 | 7.78 | 14,948 | 10.38 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 7,575 | 236.67 | 236 | 252.24 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 283,506 | 1.25 | 8,840 | 5.20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9 | -60.87 | ||||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 37,687 | 133.00 | 1,175 | 142.27 |
