EPR Properties
333 hedge funds and large institutions have $2.21B invested in EPR Properties in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 133 increasing their positions, 94 reducing their positions, and 37 closing their positions.
49% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 37
41% more repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 94
4% more funds holding
Funds holding: 320 → 333 (+13)
4% more capital invested
Capital invested by funds: $2.13B → $2.21B (+$80.4M)
0.39% more ownership
Funds ownership: 79.08% → 79.47% (+0.39%)
59% less call options, than puts
Call options by funds: $22M | Put options by funds: $53.6M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$26.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$22.1M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$15.2M |
| 4 |
BlackRock
New York
|
+$13.8M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$9.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Rush Island Management
New York
|
-$40.4M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$33.5M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$7.76M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$7.44M |
| 5 |
GCC
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
-$5.93M |
EPR Hedge Fund Activity: Q4 2022 in Review
333 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q4 2022, worth a combined $2.21B — up 3.8% from $2.13B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new EPR positions and 37 closed out — a net gain of 18 holders — while 133 added to existing stakes and 94 trimmed.
The largest buyer was Millennium Management, adding an estimated $26.8M. The largest seller was Rush Island Management, exiting entirely with an estimated $40.4M sold.
- 333 institutional investors held EPR Properties (EPR) as of Q4 2022, up from 320 in Q3 2022.
- Funds reported $2.21B of EPR Properties stock for Q4 2022, up 3.8% quarter-over-quarter.
- 55 funds opened new EPR Properties positions in Q4 2022 and 37 closed out, a net change of +18 holders.
- The largest EPR Properties buyer in Q4 2022 was Millennium Management, an estimated $26.8M added.
- The largest EPR Properties seller in Q4 2022 was Rush Island Management, an estimated $40.4M sold.
Based on aggregated 13F filings for Q4 2022.