We are live on ! Find out more
EPR.PRC icon

EPR Properties 5.75% Series C Preferred Shares

19 hedge funds and large institutions have $68.6M invested in EPR Properties 5.75% Series C Preferred Shares in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

0% more funds holding

Funds holding: 1919 (0)

4.1% less ownership

Funds ownership: 53.99%49.89% (-4.1%)

10% less capital invested

Capital invested by funds: $76.3M → $68.6M (-$7.68M)

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Camden Asset Management
California
$33.6M -$2.08M -92,063 -6%
PI
2
Putnam Investments
Massachusetts
$8.51M
Geode Capital Management
3
Geode Capital Management
Massachusetts
$6.65M
FM
4
Forward Management
California
$5.51M
CCM
5
Cutler Capital Management
Massachusetts
$4.05M
DADC
6
D.A. Davidson & Co
Montana
$2.12M +$242K +10,735 +13%
IGIM
7
I.G. Investment Management
Manitoba, Canada
$2.12M
ES
8
Equitec Specialists
Illinois
$1.82M +$443K +19,606 +31%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$838K
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$725K
FCM
11
Force Capital Management
New York
$522K -$105K -4,665 -17%
Bank of America
12
Bank of America
North Carolina
$504K +$514K +22,765 New
ECM
13
EII Capital Management
New York
$503K
CL
14
CSS LLC
Illinois
$284K -$463K -20,530 -62%
Wells Fargo
15
Wells Fargo
California
$268K +$45.1K +2,000 +20%
SIM
16
SSI Investment Management
California
$231K
WT
17
Whittier Trust
California
$140K
BC
18
Brookfield Corp
Ontario, Canada
$94K +$96K +4,252 New
UBS Group
19
UBS Group
Switzerland
$38K +$15.8K +701 +70%
Citigroup
20
Citigroup
New York
$25K +$16.5K +729 +185%
MFS
21
MSI Financial Services
Massachusetts
$7K
Creative Planning
22
Creative Planning
Kansas
$4K +$4.51K +200 New
N
23
Nuveen
North Carolina
$2
DAS
24
Dynamic Advisor Solutions
Arizona
-$516K -22,459 Closed

EPR.PRC Hedge Fund Activity: Q3 2015 in Review

19 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q3 2015, worth a combined $68.6M — down 10% from $76.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EPR.PRC positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $514K. The largest seller was Camden Asset Management, cutting an estimated $2.08M.

  • 19 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $68.6M of EPR Properties 5.75% Series C Preferred Shares stock for Q3 2015, down 10% quarter-over-quarter.
  • 3 funds opened new EPR Properties 5.75% Series C Preferred Shares positions in Q3 2015 and 1 closed out, a net change of +2 holders.
  • The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q3 2015 was Bank of America, an estimated $514K added.
  • The largest EPR Properties 5.75% Series C Preferred Shares seller in Q3 2015 was Camden Asset Management, an estimated $2.08M sold.

Based on aggregated 13F filings for Q3 2015.