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EPR Properties 5.75% Series C Preferred Shares

24 hedge funds and large institutions have $67.5M invested in EPR Properties 5.75% Series C Preferred Shares in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

4.43% more ownership

Funds ownership: 67.41%71.84% (+4.4%)

4% more funds holding

Funds holding: 2324 (+1)

16% less capital invested

Capital invested by funds: $80.6M → $67.5M (-$13.2M)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
15
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NTCM
26
Nut Tree Capital Management
New York
-$8.53M -386,273 Closed
TI
27
Tidal Investments
Wisconsin
-$1.73M -78,472 Closed

EPR.PRC Hedge Fund Activity: Q3 2022 in Review

24 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q3 2022, worth a combined $67.5M — down 16% from $80.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EPR.PRC positions and 2 closed out — a net gain of 1 holder — while 15 added to existing stakes and 2 trimmed.

The largest buyer was CSS LLC, opening a new position worth an estimated $6.77M. The largest seller was Nut Tree Capital Management, exiting entirely with an estimated $8.53M sold.

  • 24 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q3 2022, up from 23 in Q2 2022.
  • Funds reported $67.5M of EPR Properties 5.75% Series C Preferred Shares stock for Q3 2022, down 16% quarter-over-quarter.
  • 3 funds opened new EPR Properties 5.75% Series C Preferred Shares positions in Q3 2022 and 2 closed out, a net change of +1 holder.
  • The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q3 2022 was CSS LLC, an estimated $6.77M added.
  • The largest EPR Properties 5.75% Series C Preferred Shares seller in Q3 2022 was Nut Tree Capital Management, an estimated $8.53M sold.

Based on aggregated 13F filings for Q3 2022.