EPR Properties
364 hedge funds and large institutions have $4.77B invested in EPR Properties in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 116 reducing their positions, and 27 closing their positions.
67% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 27
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
21% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 116
9% more capital invested
Capital invested by funds: $4.37B → $4.77B (+$406M)
5% more funds holding
Funds holding: 348 → 364 (+16)
0.2% less ownership
Funds ownership: 90.69% → 90.49% (-0.2%)
6% less call options, than puts
Call options by funds: $16M | Put options by funds: $17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$47.8M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$16.6M |
| 3 |
State Street
Boston,
Massachusetts
|
+$15.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$14.4M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$63.7M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$49.4M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$11.4M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$10.8M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$9.94M |
EPR Hedge Fund Activity: Q3 2018 in Review
364 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in EPR Properties (EPR) for Q3 2018, worth a combined $4.77B — up 9.3% from $4.37B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new EPR positions and 27 closed out — a net gain of 18 holders — while 140 added to existing stakes and 116 trimmed.
The largest buyer was BlackRock, adding an estimated $47.8M. The largest seller was Cohen & Steers, cutting an estimated $63.7M.
- 364 institutional investors held EPR Properties (EPR) as of Q3 2018, up from 348 in Q2 2018.
- Funds reported $4.77B of EPR Properties stock for Q3 2018, up 9.3% quarter-over-quarter.
- 45 funds opened new EPR Properties positions in Q3 2018 and 27 closed out, a net change of +18 holders.
- The largest EPR Properties buyer in Q3 2018 was BlackRock, an estimated $47.8M added.
- The largest EPR Properties seller in Q3 2018 was Cohen & Steers, an estimated $63.7M sold.
Based on aggregated 13F filings for Q3 2018.