EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
19 hedge funds and large institutions have $74.6M invested in EPR Properties 9.00% Series E Preferred Shares in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 5 closing their positions.
17% more capital invested
Capital invested by funds: $63.9M → $74.6M (+$10.7M)
13.23% more ownership
Funds ownership: 52.74% → 65.97% (+13%)
0% more funds holding
Funds holding: 19 → 19 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICA
Infrastructure Capital Advisors
New York
|
+$19.5M |
| 2 |
SCM
Schnieders Capital Management
Pasadena,
California
|
+$1.59M |
| 3 |
CL
CSS LLC
Chicago,
Illinois
|
+$431K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$415K |
| 5 |
FIA
FNY Investment Advisers
New York
|
+$83.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Aryeh Capital Management
Toronto,
Ontario, Canada
|
-$4.44M |
| 2 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$1.18M |
| 3 |
BlackRock
New York
|
-$664K |
| 4 |
CC
Caspian Capital
New York
|
-$532K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$465K |
EPR.PRE Hedge Fund Activity: Q1 2022 in Review
19 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q1 2022, worth a combined $74.6M — up 17% from $63.9M a quarter earlier.
Fund positioning in EPR.PRE was balanced in Q1 2022: 5 funds opened new positions, 5 closed out, 2 added to existing stakes and 6 trimmed.
The largest buyer was Infrastructure Capital Advisors, opening a new position worth an estimated $19.5M. The largest seller was Aryeh Capital Management, exiting entirely with an estimated $4.44M sold.
- 19 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $74.6M of EPR Properties 9.00% Series E Preferred Shares stock for Q1 2022, up 17% quarter-over-quarter.
- 5 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q1 2022 and 5 closed out, a net change of 0 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q1 2022 was Infrastructure Capital Advisors, an estimated $19.5M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q1 2022 was Aryeh Capital Management, an estimated $4.44M sold.
Based on aggregated 13F filings for Q1 2022.