EPR Properties 5.75% Series C Preferred Shares
EPR.PRC
20 hedge funds and large institutions have $127M invested in EPR Properties 5.75% Series C Preferred Shares in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
38% more capital inflows, than outflows
Capital inflows: $5.71M | Capital outflows: $4.13M
11% more funds holding
Funds holding: 18 → 20 (+2)
1.05% more ownership
Funds ownership: 68.31% → 69.36% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ES
Equitec Specialists
Chicago,
Illinois
|
+$2.82M |
| 2 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$2.31M |
| 3 |
MUFG Americas
New York
|
+$356K |
| 4 |
VEA
Virtus ETF Advisers
New York
|
+$190K |
| 5 |
Morgan Stanley
New York
|
+$35.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.62M |
| 2 |
Putnam Investments
Boston,
Massachusetts
|
-$1.24M |
| 3 |
Camden Asset Management
Los Angeles,
California
|
-$695K |
| 4 |
LCM
LDR Capital Management
New York
|
-$547K |
| 5 |
D.A. Davidson & Co
Great Falls,
Montana
|
-$17.1K |
EPR.PRC Hedge Fund Activity: Q3 2018 in Review
20 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q3 2018, worth a combined $127M — up 6.8% from $119M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EPR.PRC positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Equitec Specialists, adding an estimated $2.82M. The largest seller was Wells Fargo, cutting an estimated $1.62M.
- 20 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q3 2018, up from 18 in Q2 2018.
- Funds reported $127M of EPR Properties 5.75% Series C Preferred Shares stock for Q3 2018, up 6.8% quarter-over-quarter.
- 3 funds opened new EPR Properties 5.75% Series C Preferred Shares positions in Q3 2018 and 1 closed out, a net change of +2 holders.
- The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q3 2018 was Equitec Specialists, an estimated $2.82M added.
- The largest EPR Properties 5.75% Series C Preferred Shares seller in Q3 2018 was Wells Fargo, an estimated $1.62M sold.
Based on aggregated 13F filings for Q3 2018.