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EPR Properties 9.00% Series E Preferred Shares
EPR.PRE

22 hedge funds and large institutions have $57.4M invested in EPR Properties 9.00% Series E Preferred Shares in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
22
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$549K
2 +$536K
3 +$389K
4
LPL Financial
LPL Financial
California
+$307K
5
Wells Fargo
Wells Fargo
California
+$15.4K

Top Sellers

1 -$1.63M
2 -$381K
3 -$314K
4
BlackRock
BlackRock
New York
-$246K
5
SWA
SFMG Wealth Advisors
Texas
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$13M
2
$9.09M
3
$8.53M
4
$7.81M
5
$5.41M
6
$2.14M
7
$1.68M
8
$1.64M
9
$1.59M
10
$1.43M
11
$1.39M
12
$589K
13
$549K
14
$536K
15
$488K
16
$455K
17
$331K
18
$298K
19
$221K
20
$182K
21
$5K
22
$2.79K
23
$1.67K
24
25