EPR Properties
351 hedge funds and large institutions have $2.28B invested in EPR Properties in 2024 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 159 increasing their positions, 92 reducing their positions, and 40 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 92
0% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 40
1% less funds holding
Funds holding: 353 → 351 (-2)
4.74% less ownership
Funds ownership: 75.71% → 70.97% (-4.7%)
18% less capital invested
Capital invested by funds: $2.76B → $2.28B (-$485M)
46% less call options, than puts
Call options by funds: $17.6M | Put options by funds: $32.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$21.7M |
| 2 |
Millennium Management
New York
|
+$13.6M |
| 3 |
BlackRock
New York
|
+$11.2M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$10.7M |
| 5 |
Renaissance Technologies
New York
|
+$7.68M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$115M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$72.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$20.6M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$16.8M |
| 5 |
Morgan Stanley
New York
|
-$16.8M |
EPR Hedge Fund Activity: Q1 2024 in Review
351 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2024, worth a combined $2.28B — down 18% from $2.76B a quarter earlier.
Fund positioning in EPR was balanced in Q1 2024: 40 funds opened new positions, 40 closed out, 159 added to existing stakes and 92 trimmed.
The largest buyer was Qube Research & Technologies (QRT), adding an estimated $21.7M. The largest seller was Invesco, cutting an estimated $115M.
- 351 institutional investors held EPR Properties (EPR) as of Q1 2024, down from 353 in Q4 2023.
- Funds reported $2.28B of EPR Properties stock for Q1 2024, down 18% quarter-over-quarter.
- 40 funds opened new EPR Properties positions in Q1 2024 and 40 closed out, a net change of 0 holders.
- The largest EPR Properties buyer in Q1 2024 was Qube Research & Technologies (QRT), an estimated $21.7M added.
- The largest EPR Properties seller in Q1 2024 was Invesco, an estimated $115M sold.
Based on aggregated 13F filings for Q1 2024.