13FBOX
EPR PPTYS CONV PFD 9 SR E · 13F Institutional Holdings
Options Calculator Rankings
E

EPR PPTYS CONV PFD 9 SR E

Institutions
33
Combined AUM (Q2 2026)
$71.3M
Combined Shares (Q2 2026)
2.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+106,723
11 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-44,728
10 · 1 Exit · ≈
⚖️ Net
+61,995
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$71.3M
Institutions
33
New Buys
2
Adds
9
Reduces
9
Exits
1
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Weiss Asset Management LP
0.22%0.33%#4$20.9M640,439$19.5M640,43900.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#27$6.7M212,121$7.5M245,315-33,194-13.53%Reduce
CAMDEN ASSET MANAGEMENT L P /CA
0.19%0.2%#7$6.4M197,382$6.0M197,38200.00%Unchanged
WESTWOOD HOLDINGS GROUP INC
0.04%0.04%#11$5.9M183,506$5.6M183,50600.00%Unchanged
LDR Capital Management LLC
6.34%7.07%#1$5.5M173,004$5.3M173,00400.00%Unchanged
INFRASTRUCTURE CAPITAL ADVISORS, LLC
0.21%0.21%#5$3.5M111,300$3.0M100,124+11,176+11.16%Add
Skaana Management L.P.
0.02%0.01%#16$3.3M102,498$1.4M46,910+55,588+118.50%Add
Beverly Hills Private Wealth, LLC
0.52%0.39%#2$2.7M85,194$2.3M76,240+8,954+11.74%Add
Aequim Alternative Investments LP
0.04%0.04%#13$2.3M71,692$2.2M71,69200.00%Unchanged
DigitalBridge Group, Inc.
0.12%0.13%#9$2.0M62,000$2.1M68,114-6,114-8.98%Reduce
PALISADE CAPITAL MANAGEMENT, LP
0.08%0.06%#10$1.9M58,749$1.8M58,74900.00%Unchanged
COHEN & STEERS, INC.
<0.01%<0.01%#18$1.8M57,085$1.7M57,08500.00%Unchanged
Warberg Asset Management LLC
0.32%0.25%#3$1.7M54,398$1.5M49,292+5,106+10.36%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#23$1.7M54,615$1.5M50,100+4,515+9.01%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#20$1.2M37,304$1.2M38,404-1,100-2.86%Reduce
BROOKFIELD Corp /ON/
<0.01%<0.01%#21$711,39422,392$735,80424,220-1,828-7.55%Reduce
LPL Financial LLC
<0.01%<0.01%#26$448,37014,113$445,24914,656-543-3.70%Reduce
MANUFACTURERS LIFE INSURANCE COMPANY, THE
<0.01%#24$319,28910,050$00+10,050New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#22$295,5289,082$00+9,082New Buy
Avise Financial Cooperative, Inc.
0.21%0.2%#6$291,1409,164$237,5417,819+1,345+17.20%Add
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
0.04%0.04%#12$282,7538,900$270,3828,90000.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#28$276,8878,715$264,7808,716-1-0.01%Reduce
HEITMAN REAL ESTATE SECURITIES LLC
0.02%0.02%#15$248,9187,835$247,1728,136-301-3.70%Reduce
Pasadena Private Wealth, LLC
0.03%0.03%#14$228,0137,177$218,0377,17700.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#29$197,6746,222$204,1936,470-248-3.83%Reduce
ZAZOVE ASSOCIATES LLC
0.01%0.01%#17$164,1605,122$169,4425,571-449-8.06%Reduce
MRP Capital Investments, LLC
0.12%0.12%#8$161,2335,075$132,9134,375+700+16.00%Add
UBS Group AG
<0.01%<0.01%#30$51,1181,609$42,6541,404+205+14.60%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#25$25,416800$24,30480000.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#33$10,000320$10,000318+2+0.63%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#32$9,831300$9,12630000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#31$5,273166$5,04316600.00%Unchanged
Godfrey Financial Associates, Inc.
<0.01%<0.01%#19$3,177100$3,03810000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow