EPR Properties
353 hedge funds and large institutions have $2.76B invested in EPR Properties in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 116 increasing their positions, 116 reducing their positions, and 27 closing their positions.
122% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 27
13% more capital invested
Capital invested by funds: $2.45B → $2.76B (+$312M)
8% more funds holding
Funds holding: 326 → 353 (+27)
0% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 116
2.65% less ownership
Funds ownership: 78.36% → 75.71% (-2.7%)
23% less call options, than puts
Call options by funds: $12.2M | Put options by funds: $15.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$56.1M |
| 2 |
Morgan Stanley
New York
|
+$21.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$19M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$11.3M |
| 5 |
Renaissance Technologies
New York
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Rush Island Management
New York
|
-$42.6M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$37.9M |
| 3 |
WCP
Waterfront Capital Partners
New York
|
-$34.9M |
| 4 |
Millennium Management
New York
|
-$19.2M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$19.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
EARNEST Partners
Atlanta,
Georgia
| – | -$831 | -20 | Closed |
|
377
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$540 | -13 | Closed |
|
|
HCP
378
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$291 | -7 | Closed |
|
|
ANBT
379
American National Bank & Trust
Wichita Falls,
Texas
| – | -$166 | -4 | Closed |
|
EPR Hedge Fund Activity: Q4 2023 in Review
353 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q4 2023, worth a combined $2.76B — up 13% from $2.45B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new EPR positions and 27 closed out — a net gain of 33 holders — while 116 added to existing stakes and 116 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $56.1M. The largest seller was Rush Island Management, exiting entirely with an estimated $42.6M sold.
- 353 institutional investors held EPR Properties (EPR) as of Q4 2023, up from 326 in Q3 2023.
- Funds reported $2.76B of EPR Properties stock for Q4 2023, up 13% quarter-over-quarter.
- 60 funds opened new EPR Properties positions in Q4 2023 and 27 closed out, a net change of +33 holders.
- The largest EPR Properties buyer in Q4 2023 was Wellington Management Group, an estimated $56.1M added.
- The largest EPR Properties seller in Q4 2023 was Rush Island Management, an estimated $42.6M sold.
Based on aggregated 13F filings for Q4 2023.