EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
23 hedge funds and large institutions have $67.2M invested in EPR Properties 9.00% Series E Preferred Shares in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
15% more funds holding
Funds holding: 20 → 23 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.66% less ownership
Funds ownership: 67.64% → 65.98% (-1.7%)
70% less capital inflows, than outflows
Capital inflows: $778K | Capital outflows: $2.61M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RMR Advisors
Newton,
Massachusetts
|
+$497K |
| 2 |
Orinda Asset Management
Lafayette,
California
|
+$209K |
| 3 |
ECM
EII Capital Management
New York
|
+$36.3K |
| 4 |
Citigroup
New York
|
+$20.2K |
| 5 |
First Allied Advisory Services
San Diego,
California
|
+$6.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Assets Investment Management
San Diego,
California
|
-$1.72M |
| 2 |
City National Bank
Beverly Hills,
Delaware
|
-$884K |
| 3 |
Brookfield Corp
Toronto,
Ontario, Canada
|
-$61 |
EPR.PRE Hedge Fund Activity: Q3 2013 in Review
23 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q3 2013, worth a combined $67.2M — down 7.8% from $72.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EPR.PRE positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was RMR Advisors, opening a new position worth an estimated $497K. The largest seller was American Assets Investment Management, exiting entirely with an estimated $1.72M sold.
- 23 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q3 2013, up from 20 in Q2 2013.
- Funds reported $67.2M of EPR Properties 9.00% Series E Preferred Shares stock for Q3 2013, down 7.8% quarter-over-quarter.
- 4 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q3 2013 and 1 closed out, a net change of +3 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q3 2013 was RMR Advisors, an estimated $497K added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q3 2013 was American Assets Investment Management, an estimated $1.72M sold.
Based on aggregated 13F filings for Q3 2013.