EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
20 hedge funds and large institutions have $46.2M invested in EPR Properties 9.00% Series E Preferred Shares in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 3 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more funds holding
Funds holding: 19 → 20 (+1)
10.51% less ownership
Funds ownership: 73.07% → 62.55% (-11%)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
52% less capital invested
Capital invested by funds: $96.2M → $46.2M (-$50M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NTCM
Nut Tree Capital Management
New York
|
+$11.1M |
| 2 |
SG
Standard General
New York
|
+$6.61M |
| 3 |
Goldman Sachs
New York
|
+$3.34M |
| 4 |
LCM
LDR Capital Management
New York
|
+$2.15M |
| 5 |
Morgan Stanley
New York
|
+$63.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$35.8M |
| 2 |
MA
MUFG Americas
New York
|
-$1.85M |
| 3 |
ES
Equitec Specialists
Chicago,
Illinois
|
-$1.55M |
| 4 |
BlackRock
New York
|
-$701K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$366K |
EPR.PRE Hedge Fund Activity: Q1 2020 in Review
20 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q1 2020, worth a combined $46.2M — down 52% from $96.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new EPR.PRE positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 6 trimmed.
The largest buyer was Nut Tree Capital Management, opening a new position worth an estimated $11.1M. The largest seller was Weiss Asset Management, exiting entirely with an estimated $35.8M sold.
- 20 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q1 2020, up from 19 in Q4 2019.
- Funds reported $46.2M of EPR Properties 9.00% Series E Preferred Shares stock for Q1 2020, down 52% quarter-over-quarter.
- 4 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q1 2020 and 3 closed out, a net change of +1 holder.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q1 2020 was Nut Tree Capital Management, an estimated $11.1M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q1 2020 was Weiss Asset Management, an estimated $35.8M sold.
Based on aggregated 13F filings for Q1 2020.