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EPR Properties 9.00% Series E Preferred Shares
EPR.PRE

19 hedge funds and large institutions have $63.9M invested in EPR Properties 9.00% Series E Preferred Shares in 2021 Q4 according to their latest regulatory filings, with 19 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

52.74% more ownership

Funds ownership: 0% → 52.74% (+53%)

Holders
19
Holders Change
+19
Holders Change %
–
% of All Funds
0.29%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NTCM
Nut Tree Capital Management
New York
+$11.1M
2
BlackRock
BlackRock
New York
+$10.2M
3
FM
Forward Management
California
+$9.9M
4
CAM
Camden Asset Management
California
+$8.22M
5
LCM
LDR Capital Management
New York
+$5.22M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
NTCM
1
Nut Tree Capital Management
New York
$11.3M +$11.1M +315,047 New
BlackRock
2
BlackRock
New York
$10.3M +$10.2M +287,130 New
FM
3
Forward Management
California
$10M +$9.9M +280,110 New
CAM
4
Camden Asset Management
California
$8.13M +$8.22M +232,591 New
LCM
5
LDR Capital Management
New York
$5.28M +$5.22M +147,672 New
Cohen & Steers
6
Cohen & Steers
New York
$4.61M +$4.56M +128,829 New
ACM
7
Aryeh Capital Management
Ontario, Canada
$4.44M +$4.39M +124,257 New
Goldman Sachs
8
Goldman Sachs
New York
$3.38M +$3.34M +94,605 New
PCM
9
Palisade Capital Management
New Jersey
$2.81M +$2.81M +79,400 New
KWA
10
KCS Wealth Advisory
California
$1.18M +$1.17M +33,036 New
Stifel Financial
11
Stifel Financial
Missouri
$532K +$526K +14,884 New
CC
12
Caspian Capital
New York
$532K +$526K +14,889 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$465K +$460K +12,997 New
WAM
14
Wolverine Asset Management
Illinois
$462K +$469K +13,263 New
SWA
15
SFMG Wealth Advisors
Texas
$256K +$253K +7,168 New
Morgan Stanley
16
Morgan Stanley
New York
$158K +$159K +4,492 New
Bank of America
17
Bank of America
North Carolina
$98K +$96.7K +2,736 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8K – – –
UBS Group
19
UBS Group
Switzerland
$4K +$3.92K +111 New
Wells Fargo
20
Wells Fargo
California
– +$35 +1 New

EPR.PRE Hedge Fund Activity: Q4 2021 in Review

19 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q4 2021, worth a combined $63.9M.

Buyers outnumbered sellers: 19 funds opened new EPR.PRE positions and 0 closed out — a net gain of 19 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Nut Tree Capital Management, opening a new position worth an estimated $11.1M.

  • 19 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $63.9M of EPR Properties 9.00% Series E Preferred Shares stock for Q4 2021.
  • 19 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q4 2021 and 0 closed out, a net change of +19 holders.
  • The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q4 2021 was Nut Tree Capital Management, an estimated $11.1M added.

Based on aggregated 13F filings for Q4 2021.