EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
21 hedge funds and large institutions have $55.5M invested in EPR Properties 9.00% Series E Preferred Shares in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
45% more capital inflows, than outflows
Capital inflows: $1.48M | Capital outflows: $1.03M
5% more funds holding
Funds holding: 20 → 21 (+1)
0.48% more ownership
Funds ownership: 60.36% → 60.84% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brookfield Corp
Toronto,
Ontario, Canada
|
+$644K |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$292K |
| 3 |
Morgan Stanley
New York
|
+$268K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$143K |
| 5 |
BlackRock
New York
|
+$129K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$448K |
| 2 |
Schnieders Capital Management
Pasadena,
California
|
-$132K |
| 3 |
Infrastructure Capital Advisors
New York
|
-$104K |
| 4 |
Wolverine Asset Management
Chicago,
Illinois
|
-$92.4K |
| 5 |
Camden Asset Management
Los Angeles,
California
|
-$84.2K |
EPR.PRE Hedge Fund Activity: Q1 2023 in Review
21 of the 6,290 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q1 2023, worth a combined $55.5M — up 3.3% from $53.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new EPR.PRE positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 10 trimmed.
The largest buyer was Brookfield Corp, adding an estimated $644K. The largest seller was Janney Montgomery Scott, cutting an estimated $448K.
- 21 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q1 2023, up from 20 in Q4 2022.
- Funds reported $55.5M of EPR Properties 9.00% Series E Preferred Shares stock for Q1 2023, up 3.3% quarter-over-quarter.
- 2 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q1 2023 was Brookfield Corp, an estimated $644K added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q1 2023 was Janney Montgomery Scott, an estimated $448K sold.
Based on aggregated 13F filings for Q1 2023.