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EPR Properties 5.75% Series C Preferred Shares

3 hedge funds and large institutions have $19M invested in EPR Properties 5.75% Series C Preferred Shares in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

47.16% less ownership

Funds ownership: 65.01%17.85% (-47%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

70% less capital invested

Capital invested by funds: $64M → $19M (-$44.9M)

84% less funds holding

Funds holding: 193 (-16)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 16

Holders
3
Holders Change
-16
Holders Change %
-84.21%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
Increased
1
Reduced
1
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
LDR Capital Management
New York
$8.3M +$639K +33,381 +9%
CAM
2
Camden Asset Management
California
$8.11M -$2.15M -112,469 -22%
CCM
3
Cutler Capital Management
Massachusetts
$2.63M
ES
4
Equitec Specialists
Illinois
-$10.6M -582,718 Closed
NTCM
5
Nut Tree Capital Management
New York
-$9.54M -523,600 Closed
BlackRock
6
BlackRock
New York
-$7.17M -393,809 Closed
Goldman Sachs
7
Goldman Sachs
New York
-$7.05M -387,308 Closed
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
-$4.21M -231,240 Closed
FM
9
Forward Management
California
-$2.71M -148,700 Closed
NGA
10
New Generation Advisors
Massachusetts
-$969K -53,204 Closed
CL
11
CSS LLC
Illinois
-$883K -47,977 Closed
WAM
12
Wolverine Asset Management
Illinois
-$482K -26,510 Closed
BC
13
Brookfield Corp
Ontario, Canada
-$442K -24,262 Closed
Morgan Stanley
14
Morgan Stanley
New York
-$345K -18,745 Closed
Wells Fargo
15
Wells Fargo
California
-$189K -10,376 Closed
UBS Group
16
UBS Group
Switzerland
-$159K -8,750 Closed
WT
17
Whittier Trust
California
-$55K -3,000 Closed
Osaic Holdings
18
Osaic Holdings
Arizona
-$33K -1,800 Closed
Bank of America
19
Bank of America
North Carolina
-$17K -931 Closed

EPR.PRC Hedge Fund Activity: Q3 2020 in Review

3 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) for Q3 2020, worth a combined $19M — down 70% from $64M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of EPR.PRC and 0 opened new positions — a net loss of 16 holders — while 1 trimmed existing stakes and 1 added.

The largest buyer was LDR Capital Management, adding an estimated $639K. The largest seller was Equitec Specialists, exiting entirely with an estimated $10.6M sold.

  • 3 institutional investors held EPR Properties 5.75% Series C Preferred Shares (EPR.PRC) as of Q3 2020, down from 19 in Q2 2020.
  • Funds reported $19M of EPR Properties 5.75% Series C Preferred Shares stock for Q3 2020, down 70% quarter-over-quarter.
  • 0 funds opened new EPR Properties 5.75% Series C Preferred Shares positions in Q3 2020 and 16 closed out, a net change of -16 holders.
  • The largest EPR Properties 5.75% Series C Preferred Shares buyer in Q3 2020 was LDR Capital Management, an estimated $639K added.
  • The largest EPR Properties 5.75% Series C Preferred Shares seller in Q3 2020 was Equitec Specialists, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2020.