EPR Properties
329 hedge funds and large institutions have $3.74B invested in EPR Properties in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 110 reducing their positions, and 64 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 110
1.56% more ownership
Funds ownership: 89.14% → 90.7% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less funds holding
Funds holding: 353 → 329 (-24)
13% less capital invested
Capital invested by funds: $4.3B → $3.74B (-$557M)
29% less call options, than puts
Call options by funds: $10.9M | Put options by funds: $15.4M
33% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 64
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$81.8M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$71.1M |
| 3 |
Cohen & Steers
New York
|
+$32.9M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$28.7M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$48.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$34.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$24M |
| 4 |
UIC
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
-$21.1M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$20.7M |
EPR Hedge Fund Activity: Q1 2018 in Review
329 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q1 2018, worth a combined $3.74B — down 13% from $4.3B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of EPR and 43 opened new positions — a net loss of 21 holders — while 110 trimmed existing stakes and 136 added.
The largest buyer was Principal Financial Group, adding an estimated $81.8M. The largest seller was Millennium Management, cutting an estimated $48.6M.
- 329 institutional investors held EPR Properties (EPR) as of Q1 2018, down from 353 in Q4 2017.
- Funds reported $3.74B of EPR Properties stock for Q1 2018, down 13% quarter-over-quarter.
- 43 funds opened new EPR Properties positions in Q1 2018 and 64 closed out, a net change of -21 holders.
- The largest EPR Properties buyer in Q1 2018 was Principal Financial Group, an estimated $81.8M added.
- The largest EPR Properties seller in Q1 2018 was Millennium Management, an estimated $48.6M sold.
Based on aggregated 13F filings for Q1 2018.