EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
24 hedge funds and large institutions have $66M invested in EPR Properties 9.00% Series E Preferred Shares in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
15% more capital invested
Capital invested by funds: $57.4M → $66M (+$8.62M)
9% more funds holding
Funds holding: 22 → 24 (+2)
2.88% more ownership
Funds ownership: 59.76% → 62.64% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICA
Infrastructure Capital Advisors
New York
|
+$1.38M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$645K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$389K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
+$345K |
| 5 |
BHPW
Beverly Hills Private Wealth
Beverly Hills,
California
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Camden Asset Management
Los Angeles,
California
|
-$567K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$331K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$66.9K |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$10K |
| 5 |
LCM
LDR Capital Management
New York
|
-$5.7K |
EPR.PRE Hedge Fund Activity: Q3 2024 in Review
24 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q3 2024, worth a combined $66M — up 15% from $57.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EPR.PRE positions and 1 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Infrastructure Capital Advisors, adding an estimated $1.38M. The largest seller was Camden Asset Management, cutting an estimated $567K.
- 24 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q3 2024, up from 22 in Q2 2024.
- Funds reported $66M of EPR Properties 9.00% Series E Preferred Shares stock for Q3 2024, up 15% quarter-over-quarter.
- 3 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q3 2024 was Infrastructure Capital Advisors, an estimated $1.38M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q3 2024 was Camden Asset Management, an estimated $567K sold.
Based on aggregated 13F filings for Q3 2024.