EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
24 hedge funds and large institutions have $60M invested in EPR Properties 9.00% Series E Preferred Shares in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 0 closing their positions.
29% more capital inflows, than outflows
Capital inflows: $2.78M | Capital outflows: $2.16M
14% more funds holding
Funds holding: 21 → 24 (+3)
0.67% more ownership
Funds ownership: 60.84% → 61.51% (+0.67%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$962K |
| 2 |
Heitman Real Estate Securities
Chicago,
Illinois
|
+$770K |
| 3 |
DigitalBridge Group
Boca Raton,
Florida
|
+$690K |
| 4 |
SFMG Wealth Advisors
Plano,
Texas
|
+$194K |
| 5 |
Camden Asset Management
Los Angeles,
California
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Infrastructure Capital Advisors
New York
|
-$1.32M |
| 2 |
Morgan Stanley
New York
|
-$234K |
| 3 |
Brookfield Corp
Toronto,
Ontario, Canada
|
-$213K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$137K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$87K |
EPR.PRE Hedge Fund Activity: Q2 2023 in Review
24 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) for Q2 2023, worth a combined $60M — up 8% from $55.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new EPR.PRE positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 11 trimmed.
The largest buyer was BlackRock, adding an estimated $962K. The largest seller was Infrastructure Capital Advisors, cutting an estimated $1.32M.
- 24 institutional investors held EPR Properties 9.00% Series E Preferred Shares (EPR.PRE) as of Q2 2023, up from 21 in Q1 2023.
- Funds reported $60M of EPR Properties 9.00% Series E Preferred Shares stock for Q2 2023, up 8% quarter-over-quarter.
- 3 funds opened new EPR Properties 9.00% Series E Preferred Shares positions in Q2 2023 and 0 closed out, a net change of +3 holders.
- The largest EPR Properties 9.00% Series E Preferred Shares buyer in Q2 2023 was BlackRock, an estimated $962K added.
- The largest EPR Properties 9.00% Series E Preferred Shares seller in Q2 2023 was Infrastructure Capital Advisors, an estimated $1.32M sold.
Based on aggregated 13F filings for Q2 2023.