EPR Properties
290 hedge funds and large institutions have $2.14B invested in EPR Properties in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 69 increasing their positions, 120 reducing their positions, and 51 closing their positions.
21% more capital invested
Capital invested by funds: $1.77B → $2.14B (+$373M)
1.96% more ownership
Funds ownership: 86.49% → 88.45% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3% less funds holding
Funds holding: 298 → 290 (-8)
12% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 51
21% less call options, than puts
Call options by funds: $61.6M | Put options by funds: $77.6M
43% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$44.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$33.2M |
| 3 |
RCM
Redwood Capital Management
New York
|
+$28.9M |
| 4 |
BlackRock
New York
|
+$16.7M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$31M |
| 2 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$15.2M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$12.5M |
| 4 |
GCM
Glendon Capital Management
Santa Monica,
California
|
-$11.8M |
| 5 |
Renaissance Technologies
New York
|
-$9.76M |
EPR Hedge Fund Activity: Q4 2020 in Review
290 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q4 2020, worth a combined $2.14B — up 21% from $1.77B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of EPR and 45 opened new positions — a net loss of 6 holders — while 120 trimmed existing stakes and 69 added.
The largest buyer was Bank of America, adding an estimated $44.4M. The largest seller was Massachusetts Financial Services, cutting an estimated $31M.
- 290 institutional investors held EPR Properties (EPR) as of Q4 2020, down from 298 in Q3 2020.
- Funds reported $2.14B of EPR Properties stock for Q4 2020, up 21% quarter-over-quarter.
- 45 funds opened new EPR Properties positions in Q4 2020 and 51 closed out, a net change of -6 holders.
- The largest EPR Properties buyer in Q4 2020 was Bank of America, an estimated $44.4M added.
- The largest EPR Properties seller in Q4 2020 was Massachusetts Financial Services, an estimated $31M sold.
Based on aggregated 13F filings for Q4 2020.