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EPR Properties 9.00% Series E Preferred Shares
EPR.PRE

20 hedge funds and large institutions have $72.9M invested in EPR Properties 9.00% Series E Preferred Shares in 2013 Q2 according to their latest regulatory filings, with 20 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

62.22% more ownership

Funds ownership: 0% → 62.22% (+62%)

Holders
20
Holders Change
+20
Holders Change %
–
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1
Forward Management
California
$20.7M +$21.1M +644,101 New
Cohen & Steers
2
Cohen & Steers
New York
$10.3M +$10.5M +319,616 New
ESCM
3
Echo Street Capital Management
New York
$10M +$10.3M +312,694 New
BC
4
Brookfield Corp
Ontario, Canada
$6.65M +$682K +20,790 New
Deutsche Bank
5
Deutsche Bank
Germany
$4.97M +$5.09M +155,268 New
Invesco
6
Invesco
Georgia
$3.68M +$3.77M +114,900 New
OCM
7
Oaktree Capital Management
California
$3.45M +$3.53M +107,500 New
PCM
8
Palisade Capital Management
New Jersey
$3.43M +$3.59M +109,400 New
PSAMP
9
P. Schoenfeld Asset Management (PSAM)
New York
$2.59M +$2.65M +80,921 New
CNB
10
City National Bank
California
$1.8M +$1.85M +56,265 New
AAIM
11
American Assets Investment Management
California
$1.73M +$1.77M +53,895 New
AAMU
12
APG Asset Management US
New York
$1.28M +$1.31M +40,000 New
OAM
13
Orinda Asset Management
California
$1.2M +$1.22M +37,296 New
JP Morgan Chase
14
JP Morgan Chase
New York
$397K +$407K +12,402 New
Bank of America
15
Bank of America
North Carolina
$327K +$335K +10,225 New
FAAS
16
First Allied Advisory Services
California
$288K +$295K +8,988 New
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$64K +$65.6K +2,000 New
ClearBridge Investments
18
ClearBridge Investments
New York
$20K +$1.97M +60,000 New
WA
19
WFG Advisors
Texas
$6K +$6.56K +200 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5K – – –
Citadel Advisors
21
Citadel Advisors
Florida
$2K +$2.53K +77 New

EPR.PRE Hedge Fund Activity: Q2 2013 in Review

20 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q2 2013, worth a combined $72.9M.

Buyers outnumbered sellers: 20 funds opened new EPR.PRE positions and 0 closed out — a net gain of 20 holders — while 0 added to existing stakes and 0 trimmed.

  • 20 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $72.9M of EPR Properties 9.00% Series E Preferred Shares stock for Q2 2013.
  • 20 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q2 2013 and 0 closed out, a net change of +20 holders.

Based on aggregated 13F filings for Q2 2013.