EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
27 hedge funds and large institutions have $58.5M invested in EPR Properties 9.00% Series E Preferred Shares in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
13% more funds holding
Funds holding: 24 → 27 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.65% less ownership
Funds ownership: 62.64% → 61.99% (-0.65%)
11% less capital invested
Capital invested by funds: $66M → $58.5M (-$7.51M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$606K |
| 2 |
CP
Covalent Partners
Concord,
Massachusetts
|
+$591K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$418K |
| 4 |
Jane Street
New York
|
+$229K |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.11M |
| 2 |
LCM
LDR Capital Management
New York
|
-$977K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$314K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$221K |
| 5 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $27.8K | +$28.4K | +962 | +1,603% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $25K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $545 | +$591 | +20 | New |
|
|
SWA
29
SFMG Wealth Advisors
Plano,
Texas
| – | -$209K | -6,834 | Closed |
|
30
Osaic Holdings
Scottsdale,
Arizona
| – | -$3.06K | -100 | Closed |
|
EPR.PRE Hedge Fund Activity: Q4 2024 in Review
27 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q4 2024, worth a combined $58.5M — down 11% from $66M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EPR.PRE positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, opening a new position worth an estimated $606K. The largest seller was BlackRock, cutting an estimated $1.11M.
- 27 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q4 2024, up from 24 in Q3 2024.
- Funds reported $58.5M of EPR Properties 9.00% Series E Preferred Shares stock for Q4 2024, down 11% quarter-over-quarter.
- 5 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q4 2024 and 2 closed out, a net change of +3 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q4 2024 was Bank of America, an estimated $606K added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q4 2024 was BlackRock, an estimated $1.11M sold.
Based on aggregated 13F filings for Q4 2024.