EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
25 hedge funds and large institutions have $78.6M invested in EPR Properties 9.00% Series E Preferred Shares in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.
14% more funds holding
Funds holding: 22 → 25 (+3)
12% more capital invested
Capital invested by funds: $69.9M → $78.6M (+$8.74M)
3.81% more ownership
Funds ownership: 56.55% → 60.37% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Camden Asset Management
Los Angeles,
California
|
+$1.81M |
| 2 |
MA
MUFG Americas
New York
|
+$876K |
| 3 |
CIC
Crawford Investment Counsel
Atlanta,
Georgia
|
+$646K |
| 4 |
Morgan Stanley
New York
|
+$90.2K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$50.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ES
Equitec Specialists
Chicago,
Illinois
|
-$493K |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$470K |
| 3 |
Cohen & Steers
New York
|
-$289K |
| 4 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
-$47K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$21.6K |
EPR.PRE Hedge Fund Activity: Q4 2017 in Review
25 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q4 2017, worth a combined $78.6M — up 12% from $69.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EPR.PRE positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Camden Asset Management, adding an estimated $1.81M. The largest seller was Equitec Specialists, cutting an estimated $493K.
- 25 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q4 2017, up from 22 in Q3 2017.
- Funds reported $78.6M of EPR Properties 9.00% Series E Preferred Shares stock for Q4 2017, up 12% quarter-over-quarter.
- 3 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q4 2017 and 0 closed out, a net change of +3 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q4 2017 was Camden Asset Management, an estimated $1.81M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q4 2017 was Equitec Specialists, an estimated $493K sold.
Based on aggregated 13F filings for Q4 2017.