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EPR Properties 5.75% Series C Preferred Shares

19 hedge funds and large institutions have $155M invested in EPR Properties 5.75% Series C Preferred Shares in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $148M → $155M (+$6.65M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 2019 (-1)

5.1% less ownership

Funds ownership: 72.67%67.57% (-5.1%)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
1
Increased
2
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
1
Geode Capital Management
Massachusetts
$29.7M
WAM
2
Weiss Asset Management
Massachusetts
$27.7M +$28M +862,600 New
CAM
3
Camden Asset Management
California
$26.5M -$9.29M -286,000 -26%
LCM
4
LDR Capital Management
New York
$17.6M -$4.64M -142,689 -21%
BlackRock
5
BlackRock
New York
$8.16M +$4.19M +128,941 +103%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$8.02M
FM
7
Forward Management
California
$7.97M
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$5.89M -$1.14M -35,000 -16%
CCM
9
Cutler Capital Management
Massachusetts
$5.69M
ES
10
Equitec Specialists
Illinois
$5.26M -$18M -555,110 -77%
PI
11
Putnam Investments
Massachusetts
$5.02M -$375K -11,539 -7%
DADC
12
D.A. Davidson & Co
Montana
$3.79M -$133K -4,082 -3%
MA
13
MUFG Americas
New York
$1.63M -$1.02M -31,409 -37%
Morgan Stanley
14
Morgan Stanley
New York
$553K +$40.5K +1,246 +8%
Wells Fargo
15
Wells Fargo
California
$551K
SCM
16
Schnieders Capital Management
California
$226K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$196K
WT
18
Whittier Trust
California
$96K -$97.5K -3,000 -50%
UBS Group
19
UBS Group
Switzerland
$49K -$5.82K -179 -11%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$27K
AG
21
Advisor Group
Arizona
$8K
CL
22
CSS LLC
Illinois
$1K -$3.41M -104,930 -100%
Hudson Bay Capital Management
23
Hudson Bay Capital Management
Connecticut
-$2.6M -83,000 Closed
Goldman Sachs
24
Goldman Sachs
New York
-$333K -10,600 Closed

EPR.PRC Hedge Fund Activity: Q2 2019 in Review

19 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q2 2019, worth a combined $155M — up 4.5% from $148M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of EPR.PRC and 1 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 2 added.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $28M. The largest seller was Equitec Specialists, cutting an estimated $18M.

  • 19 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q2 2019, down from 20 in Q1 2019.
  • Funds reported $155M of EPR Properties 5.75% Series C Preferred Shares stock for Q2 2019, up 4.5% quarter-over-quarter.
  • 1 fund opened new EPR Properties 5.75% Series C Preferred Shares positions in Q2 2019 and 2 closed out, a net change of -1 holder.
  • The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q2 2019 was Weiss Asset Management, an estimated $28M added.
  • The largest EPR Properties 5.75% Series C Preferred Shares seller in Q2 2019 was Equitec Specialists, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2019.