PALISADE CAPITAL MANAGEMENT, LP EPR/PRE EPR PPTYS CONV PFD 9% SR E

Ownership history in PALISADE CAPITAL MANAGEMENT, LP  ·  48 quarters on record

AI Ownership Summary

PALISADE CAPITAL MANAGEMENT, LP reported EPR PPTYS CONV PFD 9% SR E (EPR/PRE) in 48 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2026 Q1. The latest visible filing shows EPR/PRE at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPR/PRE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PALISADE CAPITAL MANAGEMENT, LP's position in EPR PPTYS CONV PFD 9% SR E, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EPR/PRE was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How PALISADE CAPITAL MANAGEMENT, LP held EPR/PRE — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 58,749 -750 -1.3% 0.06% $1.8M 2026-05-15
2025 Q4 REDUCED 59,499 -1 -0.0% 0.05% $1.8M 2026-02-17
2025 Q3 UNCHANGED 59,500 0% 0.05% $1.9M 2025-11-14
2025 Q2 UNCHANGED 59,500 0% 0.05% $1.9M 2025-08-14
2025 Q1 UNCHANGED 59,500 0% 0.05% $1.8M 2025-04-29
2024 Q4 UNCHANGED 59,500 0% 0.05% $1.7M 2025-02-14
2024 Q3 UNCHANGED 59,500 0% 0.05% $1.8M 2024-11-14
2024 Q2 UNCHANGED 59,500 0% 0.04% $1.6M 2024-08-14
2024 Q1 REDUCED 59,500 -19,400 -24.6% 0.04% $1.7M 2024-05-15
2023 Q4 UNCHANGED 78,900 0% 0.06% $2.2M 2024-02-14
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PALISADE CAPITAL MANAGEMENT, LP and EPR/PRE

These are the practical questions this page is built to answer before you even open the full history table.

How long has PALISADE CAPITAL MANAGEMENT, LP reported owning EPR/PRE?

PALISADE CAPITAL MANAGEMENT, LP reported EPR/PRE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EPR/PRE position in PALISADE CAPITAL MANAGEMENT, LP's portfolio?

The largest reported portfolio weight for EPR/PRE was 0.06% in 2026 Q1.

What is the latest reported EPR/PRE position on this page?

The most recent filing on this page is 2026 Q1, when PALISADE CAPITAL MANAGEMENT, LP reported 58,749 shares, equal to 0.06% of portfolio, with an estimated market value of $1.8M.

What does the chart on this EPR/PRE ownership page compare?

The chart compares PALISADE CAPITAL MANAGEMENT, LP's quarterly EPR/PRE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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