EPR-PC Institutional Ownership
EPR Properties
1W: +2.0%
1M: +0.2%
3M: -12.4%
YTD: +10.7%
1Y: +3.9%
3Y: +53.9%
5Y: +23.0%
$24.96
+0.00 (+0.00%)
Weekly Expected Move ±3.4%
$23
$24
$25
$26
$26
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — EPR-PC
37
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$108M
Total Invested
3
New Positions
6
Increased
18
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (36 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Weiss Asset Management LP | 2,067,831 | $52M | — | +0.0% | 5Q | SEC ↗ |
| 2 | CAMDEN ASSET MANAGEMENT L P /CA | 526,931 | $13M | — | +0.0% | 19Q | SEC ↗ |
| 3 | Aequim Alternative Investments LP | 440,000 | $11M | — | +0.0% | 18Q | SEC ↗ |
| 4 | BlackRock, Inc. | 331,891 | $8M | -51,930 | -13.5% | 8Q | SEC ↗ |
| 5 | Warberg Asset Management LLC | 115,000 | $3M | +15,077 | +15.1% | 13Q | SEC ↗ |
| 6 | Uniplan Investment Counsel, Inc. | 109,499 | $3M | -1,342 | -1.2% | 11Q | SEC ↗ |
| 7 | D.A. DAVIDSON & CO. | 97,717 | $2M | -5,915 | -5.7% | 19Q | SEC ↗ |
| 8 | Skaana Management L.P. | 93,871 | $2M | +75,662 | +415.5% | 19Q | SEC ↗ |
| 9 | Hudson Bay Capital Management LP NEW | 88,599 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC | 79,039 | $2M | -1,475 | -1.8% | 15Q | SEC ↗ |
| 11 | DigitalBridge Group, Inc. | 75,000 | $2M | -44,398 | -37.2% | 13Q | SEC ↗ |
| 12 | North Star Investment Management Corp. | 65,000 | $2M | — | +0.0% | 10Q | SEC ↗ |
| 13 | Tidal Investments LLC | 30,260 | $755K | -3,240 | -9.7% | 15Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 28,922 | $722K | -8,085 | -21.8% | 19Q | SEC ↗ |
| 15 | LDR Capital Management LLC | 27,950 | $698K | — | +0.0% | 19Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 24,193 | $604K | +324 | +1.4% | 11Q | SEC ↗ |
| 17 | MORGAN STANLEY | 20,290 | $506K | -2,663 | -11.6% | 19Q | SEC ↗ |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 18,270 | $456K | — | +0.0% | 19Q | SEC ↗ |
| 19 | CoreCap Advisors, LLC | 9,689 | $242K | -176 | -1.8% | 9Q | SEC ↗ |
| 20 | FIFTH THIRD BANCORP | 2,902 | $72K | — | +0.0% | 11Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 2,100 | $52K | -400 | -16.0% | 3Q | SEC ↗ |
| 22 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,800 | $45K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Glendon Capital Management LP | 1,000 | $25K | — | +0.0% | 19Q | SEC ↗ |
| 24 | UBS Group AG | 942 | $24K | -1,048 | -52.7% | 19Q | SEC ↗ |
| 25 | JONES FINANCIAL COMPANIES LLLP | 778 | $19K | -19 | -2.4% | 3Q | SEC ↗ |
| 26 | Medallion Wealth Advisors, LLC | 257 | $6K | +4 | +1.6% | 7Q | SEC ↗ |
| 27 | Steward Partners Investment Advisory, | 154 | $4K | — | +0.0% | 3Q | SEC ↗ |
| 28 | TD PRIVATE CLIENT WEALTH LLC | 79 | $2K | +8 | +11.3% | 11Q | SEC ↗ |
| 29 | CSS LLC/IL | 0 | $0K | -11,457 | -100.0% | 1Q | SEC ↗ |
| 30 | WESTWOOD HOLDINGS GROUP INC | 0 | $0K | -31,000 | -100.0% | 4Q | SEC ↗ |
| 31 | SeaCrest Wealth Management, LLC | 0 | $0K | -9,425 | -100.0% | 4Q | SEC ↗ |
| 32 | CAPTRUST FINANCIAL ADVISORS | 0 | $0K | -9,496 | -100.0% | 4Q | SEC ↗ |
| 33 | Advisory Services Network, LLC | 0 | $0K | -1,532 | -100.0% | 1Q | SEC ↗ |
| 34 | Global Assets Advisory, LLC | 0 | $0K | -6,988 | -100.0% | 1Q | SEC ↗ |
| 35 | MAI Capital Management | 0 | $0K | -55 | -100.0% | 1Q | SEC ↗ |
| 36 | Cutler Capital Management, LLC | 0 | $0K | -81,995 | -100.0% | 52Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Hudson Bay Capital Management LP | 88,599 | $2M |
| MERCER GLOBAL ADVISORS INC /ADV | 1,800 | $45K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cutler Capital Management, LLC | 81,995 | $2M |
| WESTWOOD HOLDINGS GROUP INC | 31,000 | $774K |
| CSS LLC/IL | 11,457 | $286K |
| CAPTRUST FINANCIAL ADVISORS | 9,496 | $237K |
| SeaCrest Wealth Management, LLC | 9,425 | $235K |
| Global Assets Advisory, LLC | 6,988 | $174K |
| Advisory Services Network, LLC | 1,532 | $38K |
| MAI Capital Management | 55 | $1K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Skaana Management L.P. | +75,662 | +415.5% | 93,871 |
| Warberg Asset Management LLC | +15,077 | +15.1% | 115,000 |
| ENVESTNET ASSET MANAGEMENT INC | +324 | +1.4% | 24,193 |
| TD PRIVATE CLIENT WEALTH LLC | +8 | +11.3% | 79 |
| Medallion Wealth Advisors, LLC | +4 | +1.6% | 257 |
Biggest Decreases (12)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -51,930 | -13.5% | 331,891 |
| DigitalBridge Group, Inc. | -44,398 | -37.2% | 75,000 |
| WELLS FARGO & COMPANY/MN | -8,085 | -21.8% | 28,922 |
| D.A. DAVIDSON & CO. | -5,915 | -5.7% | 97,717 |
| Tidal Investments LLC | -3,240 | -9.7% | 30,260 |
| MORGAN STANLEY | -2,663 | -11.6% | 20,290 |
| Janney Montgomery Scott LLC | -1,475 | -1.8% | 79,039 |
| Uniplan Investment Counsel, Inc. | -1,342 | -1.2% | 109,499 |
| UBS Group AG | -1,048 | -52.7% | 942 |
| OSAIC HOLDINGS, INC. | -400 | -16.0% | 2,100 |
| CoreCap Advisors, LLC | -176 | -1.8% | 9,689 |
| JONES FINANCIAL COMPANIES LLLP | -19 | -2.4% | 778 |