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Also trades as: EPR (NYSE) · $vol 43M · EPR-PC (NYSE) · $vol 0M · EPR-PG (NYSE) · $vol 0M

EPR-PE Institutional Ownership

EPR Properties
1W: +1.2% 1M: -2.0% 3M: -8.8% YTD: -0.3% 1Y: -2.6% 3Y: +38.8% 5Y: +16.6%
$30.24
-0.19 (-0.62%)
After Hours: $30.41 (+0.18, +0.58%)
Weekly Expected Move ±1.7%
$29 $30 $30 $31 $31
NYSE · Real Estate · REIT - Specialty · Tech Score Neutral · Power 44 · $4.3B mcap · 3M float · 0.139% daily turnover
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.

Institutional Ownership — EPR-PE

34
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$68M
Total Invested
2
New Positions
10
Increased
9
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (34 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Weiss Asset Management LP 640,439 $19M — +0.0% 5Q SEC ↗
2 BlackRock, Inc. 212,121 $6M -33,194 -13.5% 8Q SEC ↗
3 CAMDEN ASSET MANAGEMENT L P /CA 197,382 $6M — +0.0% 19Q SEC ↗
4 WESTWOOD HOLDINGS GROUP INC 183,506 $6M — +0.0% 15Q SEC ↗
5 LDR Capital Management LLC 173,004 $5M — +0.0% 19Q SEC ↗
6 INFRASTRUCTURE CAPITAL ADVISORS, LLC 111,300 $3M +11,176 +11.2% 18Q SEC ↗
7 Skaana Management L.P. 102,498 $3M +55,588 +118.5% 3Q SEC ↗
8 Beverly Hills Private Wealth, LLC 85,194 $3M +8,954 +11.7% 8Q SEC ↗
9 Aequim Alternative Investments LP 71,692 $2M — +0.0% 16Q SEC ↗
10 DigitalBridge Group, Inc. 62,000 $2M -6,114 -9.0% 13Q SEC ↗
11 PALISADE CAPITAL MANAGEMENT, LP 58,749 $2M — +0.0% 19Q SEC ↗
12 COHEN & STEERS, INC. 57,085 $2M — +0.0% 19Q SEC ↗
13 AMERIPRISE FINANCIAL INC 54,615 $2M +4,515 +9.0% 9Q SEC ↗
14 Warberg Asset Management LLC 54,398 $2M +5,106 +10.4% 5Q SEC ↗
15 Janney Montgomery Scott LLC 37,304 $1M -1,100 -2.9% 17Q SEC ↗
16 Brookfield Corp /ON 22,392 $681K -1,828 -7.5% 16Q SEC ↗
17 LPL Financial LLC 14,113 $429K -543 -3.7% 11Q SEC ↗
18 MANUFACTURERS LIFE INSURANCE COMPANY, NEW 10,050 $306K — +0.0% 1Q SEC ↗
19 Avise Financial Cooperative, Inc. 9,164 $279K +1,345 +17.2% 3Q SEC ↗
20 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 9,082 $276K — +0.0% 1Q SEC ↗
21 SCHNIEDERS CAPITAL MANAGEMENT, LLC. 8,900 $271K — +0.0% 4Q SEC ↗
22 WELLS FARGO & COMPANY/MN 8,715 $265K -1 -0.0% 15Q SEC ↗
23 Heitman Real Estate Securities LLC 7,835 $238K -301 -3.7% 13Q SEC ↗
24 Pasadena Private Wealth, LLC 7,177 $218K — +0.0% 6Q SEC ↗
25 MORGAN STANLEY 6,222 $189K +1 +0.0% 19Q SEC ↗
26 ZAZOVE ASSOCIATES LLC 5,122 $156K -449 -8.1% 5Q SEC ↗
27 MRP Capital Investments, LLC 5,075 $154K +700 +16.0% 6Q SEC ↗
28 UBS Group AG 1,609 $49K +205 +14.6% 2Q SEC ↗
29 Steward Partners Investment Advisory, 800 $24K — +0.0% 3Q SEC ↗
30 JONES FINANCIAL COMPANIES LLLP 300 $9K — +0.0% 3Q SEC ↗
31 OSAIC HOLDINGS, INC. 166 $5K — +0.0% 3Q SEC ↗
32 Godfrey Financial Associates, Inc. 100 $3K — +0.0% 3Q SEC ↗
33 Advisory Services Network, LLC 0 $0K -950 -100.0% 1Q SEC ↗
34 STIFEL FINANCIAL CORP 0 $0K -6,696 -100.0% 3Q SEC ↗

Recent Activity

New Positions (2)
Sold Out (2)
HolderPrev SharesPrev Value
STIFEL FINANCIAL CORP 6,696 $204K
Advisory Services Network, LLC 950 $29K
Biggest Increases (9)
HolderAddedChange %Total Shares
Skaana Management L.P. +55,588 +118.5% 102,498
INFRASTRUCTURE CAPITAL ADVISORS, LL +11,176 +11.2% 111,300
Beverly Hills Private Wealth, LLC +8,954 +11.7% 85,194
Warberg Asset Management LLC +5,106 +10.4% 54,398
AMERIPRISE FINANCIAL INC +4,515 +9.0% 54,615
Avise Financial Cooperative, Inc. +1,345 +17.2% 9,164
MRP Capital Investments, LLC +700 +16.0% 5,075
UBS Group AG +205 +14.6% 1,609
MORGAN STANLEY +1 +0.0% 6,222
Biggest Decreases (8)
HolderReducedChange %Total Shares
BlackRock, Inc. -33,194 -13.5% 212,121
DigitalBridge Group, Inc. -6,114 -9.0% 62,000
Brookfield Corp /ON -1,828 -7.5% 22,392
Janney Montgomery Scott LLC -1,100 -2.9% 37,304
LPL Financial LLC -543 -3.7% 14,113
ZAZOVE ASSOCIATES LLC -449 -8.1% 5,122
Heitman Real Estate Securities LLC -301 -3.7% 7,835
WELLS FARGO & COMPANY/MN -1 -0.0% 8,715

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms