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EPR Properties 5.75% Series C Preferred Shares

20 hedge funds and large institutions have $104M invested in EPR Properties 5.75% Series C Preferred Shares in 2017 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 56.92%56.99% (+0.07%)

3% less capital invested

Capital invested by funds: $107M → $104M (-$2.88M)

13% less funds holding

Funds holding: 2320 (-3)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
Increased
3
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Camden Asset Management
California
$33.1M -$1.41M -50,400 -4%
ES
2
Equitec Specialists
Illinois
$19.6M -$522K -18,630 -3%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$18.4M
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$7.78M +$2.1M +75,000 +35%
PI
5
Putnam Investments
Massachusetts
$7.19M -$96.4K -3,440 -1%
FM
6
Forward Management
California
$6.89M
CCM
7
Cutler Capital Management
Massachusetts
$4.92M
DADC
8
D.A. Davidson & Co
Montana
$2.66M +$172K +6,129 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$726K
SIM
10
SSI Investment Management
California
$606K
FCM
11
Force Capital Management
New York
$553K
LWAC
12
Laurel Wealth Advisors (California)
California
$376K
Wells Fargo
13
Wells Fargo
California
$353K +$4.2K +150 +1%
Morgan Stanley
14
Morgan Stanley
New York
$254K
CL
15
CSS LLC
Illinois
$248K
SCM
16
Schnieders Capital Management
California
$206K
WT
17
Whittier Trust
California
$175K
UBS Group
18
UBS Group
Switzerland
$34K -$32.8K -1,171 -49%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$29K
Bank of America
20
Bank of America
North Carolina
$14K
Bessemer Group
21
Bessemer Group
New Jersey
$14K
AG
22
Advisor Group
Arizona
$7K
N
23
Nuveen
North Carolina
$1K
BC
24
Brookfield Corp
Ontario, Canada
-$96K -3,403 Closed
Creative Planning
25
Creative Planning
Kansas
-$6K -200 Closed

EPR.PRC Hedge Fund Activity: Q3 2017 in Review

20 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q3 2017, worth a combined $104M — down 2.7% from $107M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EPR.PRC and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 3 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $2.1M. The largest seller was Camden Asset Management, cutting an estimated $1.41M.

  • 20 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q3 2017, down from 23 in Q2 2017.
  • Funds reported $104M of EPR Properties 5.75% Series C Preferred Shares stock for Q3 2017, down 2.7% quarter-over-quarter.
  • 0 funds opened new EPR Properties 5.75% Series C Preferred Shares positions in Q3 2017 and 3 closed out, a net change of -3 holders.
  • The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q3 2017 was Thrivent Financial for Lutherans, an estimated $2.1M added.
  • The largest EPR Properties 5.75% Series C Preferred Shares seller in Q3 2017 was Camden Asset Management, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2017.