EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
23 hedge funds and large institutions have $66.2M invested in EPR Properties 9.00% Series E Preferred Shares in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.2% less ownership
Funds ownership: 54.67% → 53.47% (-1.2%)
6% less capital invested
Capital invested by funds: $70.2M → $66.2M (-$4.06M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
MUFG Americas
New York
|
+$1.19M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$718K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$607K |
| 4 |
ES
Equitec Specialists
Chicago,
Illinois
|
+$380K |
| 5 |
SCM
Schnieders Capital Management
Pasadena,
California
|
+$96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$2.05M |
| 2 |
CAM
Camden Asset Management
Los Angeles,
California
|
-$1.28M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$903K |
| 4 |
Cohen & Steers
New York
|
-$699K |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$483K |
EPR.PRE Hedge Fund Activity: Q4 2016 in Review
23 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q4 2016, worth a combined $66.2M — down 5.8% from $70.2M a quarter earlier.
Fund positioning in EPR.PRE was balanced in Q4 2016: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 4 trimmed.
The largest buyer was MUFG Americas, adding an estimated $1.19M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $2.05M sold.
- 23 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $66.2M of EPR Properties 9.00% Series E Preferred Shares stock for Q4 2016, down 5.8% quarter-over-quarter.
- 2 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q4 2016 and 2 closed out, a net change of 0 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q4 2016 was MUFG Americas, an estimated $1.19M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q4 2016 was Oaktree Capital Management, an estimated $2.05M sold.
Based on aggregated 13F filings for Q4 2016.