EPR Properties 5.75% Series C Preferred Shares
EPR.PRC
22 hedge funds and large institutions have $118M invested in EPR Properties 5.75% Series C Preferred Shares in 2017 Q4 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.
585% more capital inflows, than outflows
Capital inflows: $18.8M | Capital outflows: $2.75M
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
10.83% more ownership
Funds ownership: 56.99% → 67.82% (+11%)
10% more funds holding
Funds holding: 20 → 22 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.54M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$633K |
| 3 |
Camden Asset Management
Los Angeles,
California
|
+$276K |
| 4 |
D.A. Davidson & Co
Great Falls,
Montana
|
+$156K |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$76.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ES
Equitec Specialists
Chicago,
Illinois
|
-$1.98M |
| 2 |
Putnam Investments
Boston,
Massachusetts
|
-$562K |
| 3 |
Schnieders Capital Management
Pasadena,
California
|
-$206K |
| 4 |
Laurel Wealth Advisors (California)
Solana Beach,
California
|
-$3.3K |
EPR.PRC Hedge Fund Activity: Q4 2017 in Review
22 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q4 2017, worth a combined $118M — up 13% from $104M 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 Wells Fargo, adding an estimated $1.54M. The largest seller was Equitec Specialists, cutting an estimated $1.98M.
- 22 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q4 2017, up from 20 in Q3 2017.
- Funds reported $118M of EPR Properties 5.75% Series C Preferred Shares stock for Q4 2017, up 13% quarter-over-quarter.
- 3 funds opened new EPR Properties 5.75% Series C Preferred Shares positions in Q4 2017 and 1 closed out, a net change of +2 holders.
- The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q4 2017 was Wells Fargo, an estimated $1.54M added.
- The largest EPR Properties 5.75% Series C Preferred Shares seller in Q4 2017 was Equitec Specialists, an estimated $1.98M sold.
Based on aggregated 13F filings for Q4 2017.