EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
22 hedge funds and large institutions have $65.9M invested in EPR Properties 9.00% Series E Preferred Shares in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 0 closing their positions.
10% more funds holding
Funds holding: 20 → 22 (+2)
3.09% less ownership
Funds ownership: 65.57% → 62.48% (-3.1%)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
89% less capital inflows, than outflows
Capital inflows: $399K | Capital outflows: $3.58M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
+$44.7K |
| 2 |
Laffer Tengler Investments
Nashville,
Tennessee
|
+$20.1K |
| 3 |
Citigroup
New York
|
+$15.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.94M |
| 2 |
Orinda Asset Management
Lafayette,
California
|
-$979K |
| 3 |
Brookfield Corp
Toronto,
Ontario, Canada
|
-$316K |
| 4 |
Palisade Capital Management
Fort Lee,
New Jersey
|
-$149K |
| 5 |
Oaktree Capital Management
Los Angeles,
California
|
-$119K |
EPR.PRE Hedge Fund Activity: Q1 2014 in Review
22 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q1 2014, worth a combined $65.9M — up 4.3% from $63.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EPR.PRE positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 7 trimmed.
The largest buyer was Daiwa Securities Group, opening a new position worth an estimated $44.7K. The largest seller was Cohen & Steers, cutting an estimated $1.94M.
- 22 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q1 2014, up from 20 in Q4 2013.
- Funds reported $65.9M of EPR Properties 9.00% Series E Preferred Shares stock for Q1 2014, up 4.3% quarter-over-quarter.
- 2 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q1 2014 and 0 closed out, a net change of +2 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q1 2014 was Daiwa Securities Group, an estimated $44.7K added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q1 2014 was Cohen & Steers, an estimated $1.94M sold.
Based on aggregated 13F filings for Q1 2014.