EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
22 hedge funds and large institutions have $69.9M invested in EPR Properties 9.00% Series E Preferred Shares in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
5% more funds holding
Funds holding: 21 → 22 (+1)
0.59% less ownership
Funds ownership: 57.14% → 56.55% (-0.59%)
18% less capital inflows, than outflows
Capital inflows: $3.28M | Capital outflows: $4.01M
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.79M |
| 2 |
Cohen & Steers
New York
|
+$824K |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$537K |
| 4 |
Schnieders Capital Management
Pasadena,
California
|
+$113K |
| 5 |
MUFG Americas
New York
|
+$10.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Equitec Specialists
Chicago,
Illinois
|
-$1.96M |
| 2 |
Camden Asset Management
Los Angeles,
California
|
-$1.79M |
| 3 |
Palisade Capital Management
Fort Lee,
New Jersey
|
-$122K |
| 4 |
Crawford Investment Counsel
Atlanta,
Georgia
|
-$77.4K |
| 5 |
D.A. Davidson & Co
Great Falls,
Montana
|
-$35K |
EPR.PRE Hedge Fund Activity: Q3 2017 in Review
22 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q3 2017, worth a combined $69.9M — down 2.8% from $71.9M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EPR.PRE positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $1.79M. The largest seller was Equitec Specialists, cutting an estimated $1.96M.
- 22 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q3 2017, up from 21 in Q2 2017.
- Funds reported $69.9M of EPR Properties 9.00% Series E Preferred Shares stock for Q3 2017, down 2.8% quarter-over-quarter.
- 2 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q3 2017 and 1 closed out, a net change of +1 holder.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q3 2017 was Thrivent Financial for Lutherans, an estimated $1.79M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q3 2017 was Equitec Specialists, an estimated $1.96M sold.
Based on aggregated 13F filings for Q3 2017.