EPR Properties
342 hedge funds and large institutions have $4.59B invested in EPR Properties in 2017 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 123 increasing their positions, 118 reducing their positions, and 35 closing their positions.
3.5% more ownership
Funds ownership: 85.77% → 89.27% (+3.5%)
9% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 35
4% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 118
1% more capital invested
Capital invested by funds: $4.54B → $4.59B (+$45.2M)
1% less funds holding
Funds holding: 346 → 342 (-4)
27% less call options, than puts
Call options by funds: $6.99M | Put options by funds: $9.54M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$172M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$56M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$49.6M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$28.4M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$74.8M |
| 2 |
Neuberger Berman Group
New York
|
-$32.5M |
| 3 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$28.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$20.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$17.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWA
376
V Wealth Advisors
Overland Park,
Kansas
| – | -$4K | -54 | Closed |
|
377
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1K | -13 | Closed |
|
EPR Hedge Fund Activity: Q3 2017 in Review
342 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q3 2017, worth a combined $4.59B — up 1% from $4.54B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new EPR positions and 35 closed out — a net gain of 3 holders — while 123 added to existing stakes and 118 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $172M. The largest seller was Invesco, cutting an estimated $74.8M.
- 342 institutional investors held EPR Properties (EPR) as of Q3 2017, down from 346 in Q2 2017.
- Funds reported $4.59B of EPR Properties stock for Q3 2017, up 1% quarter-over-quarter.
- 38 funds opened new EPR Properties positions in Q3 2017 and 35 closed out, a net change of +3 holders.
- The largest EPR Properties buyer in Q3 2017 was Cohen & Steers, an estimated $172M added.
- The largest EPR Properties seller in Q3 2017 was Invesco, an estimated $74.8M sold.
Based on aggregated 13F filings for Q3 2017.