EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
20 hedge funds and large institutions have $53.8M invested in EPR Properties 9.00% Series E Preferred Shares in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more capital inflows, than outflows
Capital inflows: $9.08M | Capital outflows: $7.76M
11% more funds holding
Funds holding: 18 → 20 (+2)
0.2% more ownership
Funds ownership: 60.16% → 60.36% (+0.2%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westwood Holdings Group
Dallas,
Texas
|
+$7.52M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$672K |
| 3 |
LDR Capital Management
New York
|
+$485K |
| 4 |
LPL Financial
San Diego,
California
|
+$216K |
| 5 |
Brookfield Corp
Toronto,
Ontario, Canada
|
+$77.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$189K |
| 2 |
Infrastructure Capital Advisors
New York
|
-$156K |
| 3 |
Wolverine Asset Management
Chicago,
Illinois
|
-$99.4K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$53.7K |
| 5 |
KCS Wealth Advisory
Los Angeles,
California
|
-$42.8K |
EPR.PRE Hedge Fund Activity: Q4 2022 in Review
20 of the 6,243 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q4 2022, worth a combined $53.8M — up 2.2% from $52.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EPR.PRE positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $7.52M. The largest seller was BlackRock, cutting an estimated $189K.
- 20 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q4 2022, up from 18 in Q3 2022.
- Funds reported $53.8M of EPR Properties 9.00% Series E Preferred Shares stock for Q4 2022, up 2.2% quarter-over-quarter.
- 3 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q4 2022 and 1 closed out, a net change of +2 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q4 2022 was Westwood Holdings Group, an estimated $7.52M added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q4 2022 was BlackRock, an estimated $189K sold.
Based on aggregated 13F filings for Q4 2022.