Jefferies Group's EPR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 4,991 shares of EPR Properties (EPR) worth $249,350, representing 0.00% of the portfolio. First purchased in 2023-Q2, this short-term holding has been held for 8 quarters.
Based on 13F filings, Jefferies Group has maintained this position in EPR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 66,600 shares. Largest reduction occurred in Q1 2026, reducing 64,471 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's EPR Properties (EPR) Holding Value Over Time
Track share changes against reported price movement
Quarterly EPR Properties (EPR) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -64,471 | Reduce 92.81% | 4,991 | $49.96 |
| Q4 2025 | +2,862 | Add 4.30% | 69,462 | $49.90 |
| Q3 2025 | +66,600 | New Buy | 66,600 | $58.01 |
| Q3 2024 | -6,277 | Sold Out | 0 | $0.00 |
| Q2 2024 | +847 | Add 15.60% | 6,277 | $41.98 |
| Q1 2024 | +5,430 | New Buy | 5,430 | $42.45 |
| Q3 2023 | -7,177 | Sold Out | 0 | $0.00 |
| Q2 2023 | +7,177 | New Buy | 7,177 | $46.80 |
Jefferies Group's EPR Properties Investment FAQs
Jefferies Group first purchased EPR Properties (EPR) in Q2 2023, acquiring 7,177 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held EPR Properties (EPR) for 8 quarters since Q2 2023.
Jefferies Group's largest addition to EPR Properties (EPR) was in Q3 2025, adding 66,600 shares worth $3.86 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 4,991 shares of EPR Properties (EPR), valued at approximately $249,350.
As of the Q1 2026 filing, EPR Properties (EPR) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in EPR Properties (EPR) was 69,462 shares, as reported at the end of Q4 2025.