EPR.PRC icon

EPR Properties 5.75% Series C Preferred Shares

34 hedge funds and large institutions have $66.7M invested in EPR Properties 5.75% Series C Preferred Shares in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

19% less capital invested

Capital invested by funds: $82.8M → $66.7M (-$16.1M)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
34
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$519K
2 +$518K
3 +$509K
4
BlackRock
BlackRock
New York
+$455K
5
ICA
Infrastructure Capital Advisors
New York
+$242K

Top Sellers

1 -$2.73M
2 -$2.65M
3 -$2.2M
4
Bank of America
Bank of America
North Carolina
-$985K
5
Morgan Stanley
Morgan Stanley
New York
-$863K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$11.7M
2
$10.5M
3
$9.8M
4
$8.34M
5
$4.14M
6
$2.83M
7
$2.65M
8
$2.14M
9
$1.9M
10
$1.84M
11
$1.76M
12
$1.43M
13
$1.32M
14
$1.06M
15
$1.02M
16
$928K
17
$734K
18
$664K
19
$588K
20
$489K
21
$321K
22
$114K
23
$113K
24
$76K
25
$76K