EPR Properties
336 hedge funds and large institutions have $2.75B invested in EPR Properties in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 136 increasing their positions, 95 reducing their positions, and 48 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 95
0.3% more ownership
Funds ownership: 78.1% → 78.4% (+0.3%)
2% less call options, than puts
Call options by funds: $27.5M | Put options by funds: $28M
5% less funds holding
Funds holding: 352 → 336 (-16)
14% less capital invested
Capital invested by funds: $3.2B → $2.75B (-$446M)
19% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$27.6M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$19.1M |
| 3 |
Morgan Stanley
New York
|
+$16.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.7M |
| 5 |
Renaissance Technologies
New York
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$28M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$25.2M |
| 3 |
N
Natixis
Paris,
France
|
-$23.5M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$15.1M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$14.3M |
EPR Hedge Fund Activity: Q2 2022 in Review
336 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q2 2022, worth a combined $2.75B — down 14% from $3.2B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of EPR and 39 opened new positions — a net loss of 9 holders — while 95 trimmed existing stakes and 136 added.
The largest buyer was Heitman Real Estate Securities, adding an estimated $27.6M. The largest seller was Millennium Management, cutting an estimated $28M.
- 336 institutional investors held EPR Properties (EPR) as of Q2 2022, down from 352 in Q1 2022.
- Funds reported $2.75B of EPR Properties stock for Q2 2022, down 14% quarter-over-quarter.
- 39 funds opened new EPR Properties positions in Q2 2022 and 48 closed out, a net change of -9 holders.
- The largest EPR Properties buyer in Q2 2022 was Heitman Real Estate Securities, an estimated $27.6M added.
- The largest EPR Properties seller in Q2 2022 was Millennium Management, an estimated $28M sold.
Based on aggregated 13F filings for Q2 2022.