Among active 13F managers last quarter, 3 opened and 2 added, while 3 reduced; the largest holder to move was Warberg Asset Management LLC (+15%). No recent Form 4 insider filings for EPR 5.75 PERP C.
Funds lean in and no leg opposes.
26 tracked 13F filers disclose a position in EPR 5.75 PERP C as of the latest SEC 13F filings, a combined $101.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Weiss Asset Management LP | 2.1M | $53.4M | —Held | Q2 2026 | |
| 2 | Camden Asset Management L P | 527K | $13.5M | —Held | Q2 2026 | |
| 3 | Aequim Alternative Investments LP | 440K | $11.3M | —Held | Q2 2026 | |
| 4 | BlackRock, Inc. | 384K | $8.7M | ▼−6.0% Reduced · −25K sh | Q1 2026 | |
| 5 | Warberg Asset Management LLC | 115K | $2.9M | ▲+15% Added · +15K sh | Q2 2026 | |
| 6 | Uniplan Investment Counsel, Inc. | 109K | $2.8M | ▼−1.2% Reduced · −1K sh | Q2 2026 | |
| 7 | D.A. Davidson & Co. | 98K | $2.5M | ▼−5.7% Reduced · −6K sh | Q2 2026 | |
| 8 | DigitalBridge Group, Inc. | 75K | $1.9M | ▼−37% Reduced · −44K sh | Q2 2026 | |
| 9 | Wells Fargo & Company | 37K | $837K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 10 | Westwood Holdings Group Inc | 31K | $700K | —Held | Q1 2026 | |
| 11 | Tidal Investments LLC | 30K | $775K | ▼−9.7% Reduced · −3K sh | Q2 2026 | |
| 12 | Envestnet Asset Management Inc | 24K | $540K | ▲+0.1% Added · +36 sh | Q1 2026 | |
| 13 | Morgan Stanley | 23K | $519K | ▼−13% Reduced · −4K sh | Q1 2026 | |
| 14 | CSS LLC | 11K | $259K | ▲New +11K sh | Q1 2026 | |
| 15 | CoreCap Advisors, LLC | 10K | $223K | ▲+6.3% Added · +589 sh | Q1 2026 | |
| 16 | Royal Bank Of Canada | 8K | $183K | —Held | Q1 2026 | |
| 17 | Virtus Fixed Income Advisers, LLC | 8K | $199K | ▲New +8K sh | Q2 2026 | |
| 18 | Fifth Third Bancorp | 3K | $66K | ▼−12% Reduced · −407 sh | Q1 2026 | |
| 19 | Osaic Holdings, Inc. | 3K | $57K | ▲+178% Added · +2K sh | Q1 2026 | |
| 20 | UBS Group AG | 2K | $45K | ▲+166% Added · +1K sh | Q1 2026 | |
| 21 | Virtus Advisers, LLC | 2K | $42K | —Held | Q4 2025 | |
| 22 | Advisory Services Network, LLC | 2K | $35K | ▲New +2K sh | Q1 2026 | |
| 23 | Jones Financial Companies LLLP | 797 | $18K | ▲+570% Added · +678 sh | Q1 2026 | |
| 24 | Medallion Wealth Advisors, LLC | 257 | $7K | ▲+1.6% Added · +4 sh | Q2 2026 | |
| 25 | Steward Partners Investment Advisory, LLC | 154 | $4K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in EPR 5.75 PERP C and 2 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Bank Of America CorpBAC 7.25 PERP L | 10 funds | $122.3M |
| Nvidia CorpNVDA | 7 funds | $1.6B |
| HP Enterprise CoHPE 7.625 09/01/27 | 7 funds | $593.6M |
| Microsoft CorpMSFT | 7 funds | $582.9M |
| Amazon.com IncAMZN | 7 funds | $519.1M |
| Boeing CoBA 6 10/15/27 | 7 funds | $361.2M |
| Tesla IncTSLA | 7 funds | $295.4M |
| Albemarle CorpALB 7.25 03/01/27 | 7 funds | $252.2M |
| Prologis IncPLD | 7 funds | $187.4M |
| Merck & Co. Inc.MRK | 7 funds | $176.7M |
| Pepsico IncPEP | 7 funds | $141.9M |
| General Dynamics CorpGD | 7 funds | $131.7M |
Ranked by how many of EPR 5.75 PERP C's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EPR 5.75 PERP C.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 8 | 8 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| EPRcs | 428 funds | $3.0B |
| EPR 9 PERP EREIT | 29 funds | $59.4M |
| EPR 5.75 PERP Cthis pageREIT | 26 funds | $101.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EPR 5.75 PERP C
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EPR 5.75 PERP C/capital-change-brief"
Use Arkolith's capital_change_brief for EPR 5.75 PERP C. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for EPR 5.75 PERP C. Filings are public domain, sourced to SEC EDGAR.