EPR Properties
348 hedge funds and large institutions have $4.37B invested in EPR Properties in 2018 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 27 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
78% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 27
17% more capital invested
Capital invested by funds: $3.74B → $4.37B (+$626M)
16% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 108
6% more funds holding
Funds holding: 329 → 348 (+19)
0.01% less ownership
Funds ownership: 90.7% → 90.69% (-0.01%)
7% less call options, than puts
Call options by funds: $22.5M | Put options by funds: $24.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$82.3M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$59.8M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$35.5M |
| 4 |
BlackRock
New York
|
+$28.7M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$78.3M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$59.2M |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$35.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$25.8M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$21.2M |
EPR Hedge Fund Activity: Q2 2018 in Review
348 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2018, worth a combined $4.37B — up 17% from $3.74B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new EPR positions and 27 closed out — a net gain of 21 holders — while 125 added to existing stakes and 108 trimmed.
The largest buyer was Brookfield Corp, opening a new position worth an estimated $82.3M. The largest seller was Cohen & Steers, cutting an estimated $78.3M.
- 348 institutional investors held EPR Properties (EPR) as of Q2 2018, up from 329 in Q1 2018.
- Funds reported $4.37B of EPR Properties stock for Q2 2018, up 17% quarter-over-quarter.
- 48 funds opened new EPR Properties positions in Q2 2018 and 27 closed out, a net change of +21 holders.
- The largest EPR Properties buyer in Q2 2018 was Brookfield Corp, an estimated $82.3M added.
- The largest EPR Properties seller in Q2 2018 was Cohen & Steers, an estimated $78.3M sold.
Based on aggregated 13F filings for Q2 2018.