SCHEDULE 13G/A: Investment Funds Update Beneficial Ownership in EPR Properties Preferred Shares

Infrastructure Capital Advisors and affiliated funds have filed an amendment to their Schedule 13G, disclosing their beneficial ownership of EPR Properties' 9.00% Series E Cumulative Convertible Preferred Shares as of December 31, 2024.

Summary

• This document is Amendment No. 6 to a Schedule 13G filing concerning the beneficial ownership of EPR Properties' 9.00% Series E Cumulative Convertible Preferred Shares, par value $0.01 per share.
• The filing reports beneficial ownership as of December 31, 2024.
• Virtus InfraCap U.S. Preferred Stock ETF, a series of ETFis Series Trust 1, beneficially owns 502,796 shares, which represents 14.6% of the total class.
• InfraCap Equity Income Fund ETF, a series of Series Portfolios Trust, beneficially owns 9,244 shares, representing 0.3% of the total class.
• Infrastructure Capital Advisors, LLC and Jay Hatfield each report 0 shares of beneficial ownership.
• The reporting persons certify that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of EPR Properties.

Sentiment

Score: 5

Explanation: The document is a routine regulatory filing (Schedule 13G/A) disclosing beneficial ownership. It contains no positive or negative financial news, strategic updates, or operational performance details, thus maintaining a neutral sentiment.

Future Outlook

NA

Industry Context

This filing is a routine disclosure of beneficial ownership by investment funds in a publicly traded REIT's preferred shares. It reflects portfolio holdings rather than a strategic industry move or competitive positioning.

Stakeholder Impact

• Minimal direct impact on shareholders, employees, customers, suppliers, or creditors of EPR Properties, as this filing primarily concerns the disclosure of investment fund holdings and does not indicate a change in control or operational strategy.

Key Dates

Keywords

EPR Properties, Preferred Shares, Schedule 13G/A, Beneficial Ownership, Infrastructure Capital Advisors, Virtus InfraCap U.S. Preferred Stock ETF, InfraCap Equity Income Fund ETF, SEC Filing, Convertible Preferred Shares, Investment Funds