EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
22 hedge funds and large institutions have $285M invested in EPR Properties 9.00% Series E Preferred Shares in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.
335% more capital invested
Capital invested by funds: $65.5M → $285M (+$219M)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
0.65% less ownership
Funds ownership: 59.48% → 58.84% (-0.65%)
4% less funds holding
Funds holding: 23 → 22 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$3.51M |
| 2 |
CAM
Camden Asset Management
Los Angeles,
California
|
+$2.57M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$1.66M |
| 4 |
OAM
Orinda Asset Management
Lafayette,
California
|
+$707K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$30.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$3.22M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$3.17M |
| 3 |
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
|
-$2.47M |
| 4 |
AA
Altegris Advisors
La Jolla,
California
|
-$1.07M |
| 5 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$184K |
EPR.PRE Hedge Fund Activity: Q4 2014 in Review
22 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q4 2014, worth a combined $285M — up 335% from $65.5M a quarter earlier.
Fund positioning in EPR.PRE was balanced in Q4 2014: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 4 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $3.51M. The largest seller was Brookfield Corp, cutting an estimated $3.22M.
- 22 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q4 2014, down from 23 in Q3 2014.
- Funds reported $285M of EPR Properties 9.00% Series E Preferred Shares stock for Q4 2014, up 335% quarter-over-quarter.
- 4 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q4 2014 and 4 closed out, a net change of 0 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q4 2014 was Cohen & Steers, an estimated $3.51M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q4 2014 was Brookfield Corp, an estimated $3.22M sold.
Based on aggregated 13F filings for Q4 2014.