Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in EPR Properties - Preferred Stock include Nbc Securities, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | Griffin Institutional Access Real Estate Fund | 118,055 | 0.05 | 2,460 | 0.99 | ||||
| 2025-07-22 | NP | GPRF - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF | 2,592 | 29.47 | 51 | 21.43 | ||||
| 2025-06-27 | NP | Calamos Strategic Total Return Fund | 1,735 | 11.94 | 35 | 13.33 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,055 | 0 | ||||||
| 2025-06-25 | NP | PFFA - Virtus InfraCap U.S. Preferred Stock ETF | 598,621 | 7.77 | 12,020 | 9.07 | ||||
| 2025-06-27 | NP | Calamos Long/Short Equity & Dynamic Income Trust | 3,651 | 11.48 | 73 | 14.06 |
