EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
19 hedge funds and large institutions have $69.2M invested in EPR Properties 9.00% Series E Preferred Shares in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
61% more capital inflows, than outflows
Capital inflows: $3.8M | Capital outflows: $2.36M
1.34% more ownership
Funds ownership: 65.97% → 67.31% (+1.3%)
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: 2 | Existing positions closed: 2
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCS Wealth Advisory
Los Angeles,
California
|
+$1.51M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.46M |
| 3 |
Camden Asset Management
Los Angeles,
California
|
+$343K |
| 4 |
LDR Capital Management
New York
|
+$283K |
| 5 |
Wolverine Asset Management
Chicago,
Illinois
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Infrastructure Capital Advisors
New York
|
-$1.55M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$429K |
| 3 |
Cohen & Steers
New York
|
-$226K |
| 4 |
BlackRock
New York
|
-$133K |
| 5 |
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$18K |
EPR.PRE Hedge Fund Activity: Q2 2022 in Review
19 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q2 2022, worth a combined $69.2M — down 7.2% from $74.6M a quarter earlier.
Fund positioning in EPR.PRE was balanced in Q2 2022: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 5 trimmed.
The largest buyer was KCS Wealth Advisory, opening a new position worth an estimated $1.51M. The largest seller was Infrastructure Capital Advisors, cutting an estimated $1.55M.
- 19 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $69.2M of EPR Properties 9.00% Series E Preferred Shares stock for Q2 2022, down 7.2% quarter-over-quarter.
- 2 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q2 2022 and 2 closed out, a net change of 0 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q2 2022 was KCS Wealth Advisory, an estimated $1.51M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q2 2022 was Infrastructure Capital Advisors, an estimated $1.55M sold.
Based on aggregated 13F filings for Q2 2022.