EPR Properties
323 hedge funds and large institutions have $2.8B invested in EPR Properties in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 106 increasing their positions, 96 reducing their positions, and 40 closing their positions.
267% more call options, than puts
Call options by funds: $54.5M | Put options by funds: $14.8M
45% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 40
10% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 96
5% more funds holding
Funds holding: 309 → 323 (+14)
0.83% more ownership
Funds ownership: 78.05% → 78.88% (+0.83%)
3% less capital invested
Capital invested by funds: $2.88B → $2.8B (-$77.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$25.7M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$15.4M |
| 3 |
Bank of New York Mellon
New York
|
+$13.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$12.9M |
| 5 |
TCA
Taconic Capital Advisors
New York
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NTCM
Nut Tree Capital Management
New York
|
-$19.8M |
| 2 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$18.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$12.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$12.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$9.85M |
EPR Hedge Fund Activity: Q4 2021 in Review
323 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q4 2021, worth a combined $2.8B — down 2.7% from $2.88B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new EPR positions and 40 closed out — a net gain of 18 holders — while 106 added to existing stakes and 96 trimmed.
The largest buyer was Centersquare Investment Management, adding an estimated $25.7M. The largest seller was Nut Tree Capital Management, exiting entirely with an estimated $19.8M sold.
- 323 institutional investors held EPR Properties (EPR) as of Q4 2021, up from 309 in Q3 2021.
- Funds reported $2.8B of EPR Properties stock for Q4 2021, down 2.7% quarter-over-quarter.
- 58 funds opened new EPR Properties positions in Q4 2021 and 40 closed out, a net change of +18 holders.
- The largest EPR Properties buyer in Q4 2021 was Centersquare Investment Management, an estimated $25.7M added.
- The largest EPR Properties seller in Q4 2021 was Nut Tree Capital Management, an estimated $19.8M sold.
Based on aggregated 13F filings for Q4 2021.