EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
22 hedge funds and large institutions have $78.4M invested in EPR Properties 9.00% Series E Preferred Shares in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
5% more capital invested
Capital invested by funds: $75M → $78.4M (+$3.49M)
0.78% more ownership
Funds ownership: 62.48% → 63.26% (+0.78%)
0% more funds holding
Funds holding: 22 → 22 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Camden Asset Management
Los Angeles,
California
|
+$5.13M |
| 2 |
ES
Equitec Specialists
Chicago,
Illinois
|
+$823K |
| 3 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
+$772K |
| 4 |
MA
MUFG Americas
New York
|
+$70.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Forward Management
San Francisco,
California
|
-$5.8M |
| 2 |
CIC
Crawford Investment Counsel
Atlanta,
Georgia
|
-$73K |
| 3 |
SCM
Schnieders Capital Management
Pasadena,
California
|
-$24.8K |
| 4 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$4.13K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3K |
EPR.PRE Hedge Fund Activity: Q3 2018 in Review
22 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q3 2018, worth a combined $78.4M — up 4.7% from $75M a quarter earlier.
Fund positioning in EPR.PRE was balanced in Q3 2018: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 4 trimmed.
The largest buyer was Camden Asset Management, adding an estimated $5.13M. The largest seller was Forward Management, cutting an estimated $5.8M.
- 22 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $78.4M of EPR Properties 9.00% Series E Preferred Shares stock for Q3 2018, up 4.7% quarter-over-quarter.
- 1 fund opened new EPR Properties 9.00% Series E Preferred Shares positions in Q3 2018 and 1 closed out, a net change of 0 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q3 2018 was Camden Asset Management, an estimated $5.13M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q3 2018 was Forward Management, an estimated $5.8M sold.
Based on aggregated 13F filings for Q3 2018.