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EPR Properties 5.75% Series C Preferred Shares

19 hedge funds and large institutions have $162M invested in EPR Properties 5.75% Series C Preferred Shares in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.11% more ownership

Funds ownership: 67.57%72.68% (+5.1%)

4% more capital invested

Capital invested by funds: $155M → $162M (+$6.94M)

0% more funds holding

Funds holding: 1919 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
1
Increased
4
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
Weiss Asset Management
Massachusetts
$37.1M +$8.19M +250,000 +29%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$30.9M
CAM
3
Camden Asset Management
California
$27.6M +$26.5K +809 +0.1%
LCM
4
LDR Capital Management
New York
$15.2M -$3.03M -92,496 -17%
BlackRock
5
BlackRock
New York
$13.1M +$4.58M +139,718 +55%
FM
6
Forward Management
California
$8.28M
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$6.12M
CCM
8
Cutler Capital Management
Massachusetts
$5.91M
PI
9
Putnam Investments
Massachusetts
$5.23M
ES
10
Equitec Specialists
Illinois
$5.22M -$244K -7,448 -5%
DADC
11
D.A. Davidson & Co
Montana
$3.97M +$32.4K +990 +0.8%
MA
12
MUFG Americas
New York
$1.2M -$495K -15,113 -29%
Wells Fargo
13
Wells Fargo
California
$572K
Morgan Stanley
14
Morgan Stanley
New York
$526K -$26.2K -800 -5%
SCM
15
Schnieders Capital Management
California
$235K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$206K
WT
17
Whittier Trust
California
$100K
UBS Group
18
UBS Group
Switzerland
$28K -$22.4K -684 -45%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$28K
AG
20
Advisor Group
Arizona
$8K
JP Morgan Chase
21
JP Morgan Chase
New York
$7K +$6.88K +210 New
CL
22
CSS LLC
Illinois
-$1K -16 Closed

EPR.PRC Hedge Fund Activity: Q3 2019 in Review

19 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q3 2019, worth a combined $162M — up 4.5% from $155M a quarter earlier.

Fund positioning in EPR.PRC was balanced in Q3 2019: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 5 trimmed.

The largest buyer was Weiss Asset Management, adding an estimated $8.19M. The largest seller was LDR Capital Management, cutting an estimated $3.03M.

  • 19 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $162M of EPR Properties 5.75% Series C Preferred Shares stock for Q3 2019, up 4.5% quarter-over-quarter.
  • 1 fund opened new EPR Properties 5.75% Series C Preferred Shares positions in Q3 2019 and 1 closed out, a net change of 0 holders.
  • The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q3 2019 was Weiss Asset Management, an estimated $8.19M added.
  • The largest EPR Properties 5.75% Series C Preferred Shares seller in Q3 2019 was LDR Capital Management, an estimated $3.03M sold.

Based on aggregated 13F filings for Q3 2019.