EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
19 hedge funds and large institutions have $96.2M invested in EPR Properties 9.00% Series E Preferred Shares in 2019 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
1.09% more ownership
Funds ownership: 71.98% → 73.07% (+1.1%)
8% more capital inflows, than outflows
Capital inflows: $19.9M | Capital outflows: $18.5M
10% less funds holding
Funds holding: 21 → 19 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Weiss Asset Management
Boston,
Massachusetts
|
+$15.7M |
| 2 |
Equitec Specialists
Chicago,
Illinois
|
+$1.82M |
| 3 |
BlackRock
New York
|
+$1.06M |
| 4 |
MUFG Americas
New York
|
+$1.06M |
| 5 |
KCS Wealth Advisory
Los Angeles,
California
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Camden Asset Management
Los Angeles,
California
|
-$18.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$24.3K |
| 3 |
First Allied Advisory Services
San Diego,
California
|
-$8K |
| 4 |
JP Morgan Chase
New York
|
-$6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.17K |
EPR.PRE Hedge Fund Activity: Q4 2019 in Review
19 of the 5,094 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q4 2019, worth a combined $96.2M — down 0.11% from $96.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of EPR.PRE and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 10 added.
The largest buyer was Weiss Asset Management, adding an estimated $15.7M. The largest seller was Camden Asset Management, cutting an estimated $18.4M.
- 19 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q4 2019, down from 21 in Q3 2019.
- Funds reported $96.2M of EPR Properties 9.00% Series E Preferred Shares stock for Q4 2019, down 0.11% quarter-over-quarter.
- 0 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q4 2019 and 2 closed out, a net change of -2 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q4 2019 was Weiss Asset Management, an estimated $15.7M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q4 2019 was Camden Asset Management, an estimated $18.4M sold.
Based on aggregated 13F filings for Q4 2019.